What are you up YTD? [Year To Date]

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SpaceCommander
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Re: What are you up YTD?

Postby SpaceCommander » Sat Sep 13, 2014 5:36 pm

I honestly have no idea, and frankly, I doubt that it matters in the least. I suppose I could find out if I bothered to check all my statements as of 31 Dec, and compare to now, adjusting for additions/withdrawals. But what's the point? The only thing worth measuring, in my opinion, is my asset allocation. As long as I get that right, the rest follows. The actual YTD performance is just noise.
I honor my personality flaws, for without them I would have no personality at all.

placeholder
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Re: What are you up YTD?

Postby placeholder » Sun Sep 14, 2014 11:26 am

SpaceCommander wrote:I honestly have no idea, and frankly, I doubt that it matters in the least. I suppose I could find out if I bothered to check all my statements as of 31 Dec, and compare to now, adjusting for additions/withdrawals. But what's the point? The only thing worth measuring, in my opinion, is my asset allocation. As long as I get that right, the rest follows. The actual YTD performance is just noise.

That's the way I look at it so my spreadsheet has two functions one is to track my assets against the target allocation and indicate how much the various classes are deviating from target to guide further moves plus adding up the totals into the Big Number which is for longer term planning.

gerrym51
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Re: What are you up YTD?

Postby gerrym51 » Mon Oct 13, 2014 2:46 pm

InvestorNewb wrote:Please share your asset allocation and what you are up (or down) YTD in the format below.

Here are my stats:

Stocks: 100%
Bonds: -

Up: 10%



Just wondering what your year to date is now?

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ruralavalon
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Re: What are you up YTD?

Postby ruralavalon » Mon Oct 13, 2014 2:53 pm

Very interesting. Nobody has posted a year to date number since Sept. 13, about a month ago.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

Tanelorn
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Re: What are you up YTD?

Postby Tanelorn » Mon Oct 13, 2014 3:06 pm

Tanelorn wrote:Play money account (100% stocks), up 38% YTD. It's more fun to track than the boring stuff.

Now 44%. Some stocks are short.

gerrym51
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Re: What are you up YTD?

Postby gerrym51 » Mon Oct 13, 2014 3:12 pm

Tanelorn wrote:
Tanelorn wrote:Play money account (100% stocks), up 38% YTD. It's more fun to track than the boring stuff.

Now 44%. Some stocks are short.


what is a play money account?

Bacchus01
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Re: What are you up YTD?

Postby Bacchus01 » Mon Oct 13, 2014 3:14 pm

Still up 5.6% YTD. Losing momentum quickly, obviously.

Actually, without contributions, I'm up about 1.5% YTD. The rest was contributions. Ouch.
Last edited by Bacchus01 on Mon Oct 13, 2014 3:23 pm, edited 1 time in total.

Leeraar
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Re: What are you up YTD?

Postby Leeraar » Mon Oct 13, 2014 3:18 pm

gerrym51 wrote:what is a play money account?


It's the account where you get to gloat about the gains, and the losses don't count.

L.
You can get what you want, or you can just get old. (Billy Joel, "Vienna")

countmein
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Re: What are you up YTD?

Postby countmein » Mon Oct 13, 2014 3:21 pm

I've lost at least 50K since mid summer. Bad times for a SV/International tilted portfolio. About -5% YTD I'd guess.

Tanelorn
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Re: What are you up YTD?

Postby Tanelorn » Mon Oct 13, 2014 3:26 pm

gerrym51 wrote:
Tanelorn wrote:
Tanelorn wrote:Play money account (100% stocks), up 38% YTD. It's more fun to track than the boring stuff.

Now 44%. Some stocks are short.


what is a play money account?

One where you pick stocks and/or trade them instead of holding index funds for the long term. Often it's recommended to keep this to about 5% of your total portfolio.

gerrym51
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Re: What are you up YTD?

Postby gerrym51 » Mon Oct 13, 2014 3:31 pm

my point on posting on this thread again was not to get anybody to actually tell-just that what goes up sometimes comes down :mrgreen:

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InvestorNewb
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Re: What are you up YTD?

Postby InvestorNewb » Mon Oct 13, 2014 4:32 pm

gerrym51 wrote:
InvestorNewb wrote:Please share your asset allocation and what you are up (or down) YTD in the format below.

Here are my stats:

Stocks: 100%
Bonds: -

Up: 10%



Just wondering what your year to date is now?


Up 2.40% YTD. Let's hope for a rebound this week.
My Portfolio: VTI [US], VXUS [Int'l], VNQ [REIT], VCN [Canada] (largest to smallest)

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ruralavalon
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Re: What are you up YTD?

Postby ruralavalon » Mon Oct 13, 2014 5:17 pm

50/50 asset allocation.

YTD + 3.34% per Morningstar portfolio manager
"Everything should be as simple as it is, but not simpler." - Albert Einstein | | Wiki article link:Getting Started

Leeraar
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Re: What are you up YTD?

Postby Leeraar » Mon Oct 13, 2014 7:07 pm

If you care to know where I am, just look at Vanguard Life Strategy Moderate.

I usually don't bother to look. except that my CPA makes me give him the year-end balances.

L.
You can get what you want, or you can just get old. (Billy Joel, "Vienna")

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market timer
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Re: What are you up YTD?

Postby market timer » Mon Oct 13, 2014 10:27 pm

market timer on Aug 26 wrote:I'm almost entirely in cash right now, but am up just over 20% ytd, mostly from Treasuries.

Basically flat since my Aug 26 post, still up over 20% ytd. I have reallocated out of cash into bonds, int'l equities, and precious metals, after the recent strengthening of the US dollar.

snoop9928
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Re: What are you up YTD?

Postby snoop9928 » Mon Oct 13, 2014 11:30 pm

I'm an idiot and prob 40% oil stocks. Down probably 30% from my high. depressing

DVMResident
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Re: What are you up YTD?

Postby DVMResident » Mon Oct 13, 2014 11:43 pm

YTD -2.5%

40 US/40 Int / 20 bond
EM and SCV tilt

LikeWise
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Re: What are you up YTD?

Postby LikeWise » Tue Oct 14, 2014 2:13 pm

As of 10/13/14:
Down 0.39% YTD (from 75/25, stocks/bonds)

Sunshine98
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Re: What are you up YTD?

Postby Sunshine98 » Tue Oct 14, 2014 2:19 pm

401K -1.22%

munemaker
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Re: What are you up YTD?

Postby munemaker » Tue Oct 14, 2014 3:45 pm

"You got to know when to hold 'em, know when to fold 'em,
Know when to walk away and know when to run.
You never count your money when you're sittin' at the table.
There'll be time enough for countin' when the dealin's done."

hold em, fold em...sounds like market timing. Point is there'll be time enough for countin when the dealin's done.

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Sheepdog
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Re: What are you up YTD?

Postby Sheepdog » Tue Oct 14, 2014 3:52 pm

Retiree....24% stock
I posted on 8/26 4.6%
As of 10/13 4.2%
However good or bad a situation is, it will change

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tetractys
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Re: What are you up YTD?

Postby tetractys » Tue Oct 14, 2014 4:13 pm

Still up about 1/4th of a percent on a 75/25 portfolio. Last post, I think about mid-year, on this thread was quite different. Sure does illustrate how silly it is to worry over momentary annual returns. -- Tet

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cfs
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Re: What are you up YTD?

Postby cfs » Tue Oct 14, 2014 4:38 pm

No changes.

As previously discussed, current equity allocation is in the 35-40 percent in equities and 60-65 percent in bonds and cash reserves. With about 90 percent in balanced funds the imperfect SWAN or sleep well at night portfolio is currently doing fine. I will know the total portfolio growth 11 weeks from now at the close of the market on 12/31/2014,. Once again, the goals are (1) capital preservation, (2) loss prevention, and (3) yearly gains of just a couple of points above inflation.
~Member of the Active Retired Force || Black swan ready portfolio, withdrawal and spending rate 0%~

pinhead
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Re: What are you up YTD?

Postby pinhead » Tue Oct 14, 2014 5:10 pm

-10% :-(

Ktemene
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Re: What are you up YTD?

Postby Ktemene » Tue Oct 14, 2014 8:05 pm

I had to look it up. My equity allocation is divided into four parts, 25% each. I have not rebalanced since 2013. You do the math.
+ 6.93 % VTI Vanguard Total Stock Market ETF (VTI)
+ 16.46% TLT iShares 20+ Year Treasures
+ 0.17 IAU iShares Gold Trust
+ 0.37 SHY iShares 1-3 Year Treasures

gkaplan
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Re: What are you up YTD?

Postby gkaplan » Tue Oct 14, 2014 8:07 pm

I think I'm about dead even.
Gordon

LifeLearner
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Re: What are you up YTD?

Postby LifeLearner » Tue Oct 14, 2014 11:09 pm

401k balance says calculated YTD of 1.78%.
IRA balance I only funded this year -- looks like -1.99%
In aggregate, looks like I'm around +0.85%.

poker27
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Re: What are you up YTD?

Postby poker27 » Tue Oct 14, 2014 11:22 pm

Both my 401k and taxable are up 1% ish.

lululu
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Re: What are you up YTD?

Postby lululu » Tue Oct 14, 2014 11:43 pm

Now you made me go look :D :wink:

Retiree. I have a mix of CDs and Wellesley Admiral and Investors (because they're in different accounts with of course different balances.) The CDs are up about 2% so far this year and Wellesley is up about 4.8%

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Aptenodytes
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Re: What are you up YTD?

Postby Aptenodytes » Wed Oct 15, 2014 7:15 am

OK I finally looked.
+ 1.6%, ~57% equities, small-value tilt, ~50% international, Oct 14

autonomy
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Re: What are you up YTD?

Postby autonomy » Wed Oct 15, 2014 8:39 am

Given current performance, better not look today ;)

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pennstater2005
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Re: What are you up YTD?

Postby pennstater2005 » Wed Oct 15, 2014 11:31 am

Where's Madsinger? He always keeps me updated :D
“Life is short, Break the Rules, Forgive quickly, Kiss slowly, Love truly, Laugh uncontrollably, And never regret anything that made you smile" - Unknown

nordlead
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Re: What are you up YTD?

Postby nordlead » Wed Oct 15, 2014 11:39 am

I'm not exactly sure, but with a simple calculation ((current value - contributions) / starting value), I get 0.94%.

That doesn't factor in my cash accounts, baby bonds, or my taxable investment account (which is very small). If I factored in those it would probably still be 0.94% as the loss in the taxable investments is probably about the same as the savings and bonds combined and they are small compared to the retirement accounts.

After today, I'll firmly be in the negative (unless there is a bounce back).

MaddMaxx
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Re: What are you up YTD?

Postby MaddMaxx » Wed Oct 15, 2014 11:42 am

am currently up 3% mostly because I went from a 100% equity portfolio to a 75/25 portfolio in early June. Bonds have really helped stabilize my bottom line during this pullback.

dad2000
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Re: What are you up YTD?

Postby dad2000 » Wed Oct 15, 2014 11:48 am

+2.66%. AA is about 68/32, but the 68% includes tilting and slice/dice with foreign, reit, sv, ccf.

VPP
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Re: What are you up YTD?

Postby VPP » Wed Oct 15, 2014 3:05 pm

I suspect many people do not get the current returns so watch for the date by the returns box, as of yesterday, Total Stock was up 1.78 YTD and 5.54 for total bond so around a 3.27 combined YTD for 60/40.

Mine is around 7.12 YTD

25% S&P, 3.09
25% Wellesley, 4.78
25% Long Bond, 20.64
25% Gold, .5

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ofcmetz
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Re: What are you up YTD?

Postby ofcmetz » Wed Oct 15, 2014 10:48 pm

I'm up to 186 pounds.

Well, I was up about 6 or 7 percent. Now only my bonds are up that much. Oh well, at least last year was a good year, but there still is time for things to change again in the last few months.
Never underestimate the power of the force of low cost index funds.

Mongoose
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Re: What are you up YTD?

Postby Mongoose » Thu Oct 16, 2014 5:44 am

Thrown out of the $1/2mil club :-/
At 0% with rounding 94stocks/6bonds

IPer
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Re: What are you up YTD?

Postby IPer » Thu Oct 16, 2014 6:28 am

Well I'll bite, I am not putting my number, one year doesn't matter, this year doesn't matter!
Anyone who is thinking about this year being the one that matters hasn't been in the market
long enough, child's play!
Read the Wiki !

flyingaway
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Re: What are you up YTD?

Postby flyingaway » Thu Oct 16, 2014 7:19 am

The answer to this question should change quickly day by day.

IPer
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Re: What are you up YTD?

Postby IPer » Thu Oct 16, 2014 9:28 am

Yeah? And what's the OP's YTD today/now?! +15%?!!! hehe
Read the Wiki !

LongerPrimer
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Re: What are you up YTD?

Postby LongerPrimer » Thu Oct 16, 2014 11:44 am

LongerPrimer wrote:EOM. August: AA about 98/0/2.

VAs, and EFT's that I don't fool with, 'bout 8%,
Retirement trading accounts about up 27% and 9%. Yesterday, these two accounts were considerably less-today a holding shot up without news.I fully expect that these values will drop considerably next week. I am trying to find a exit for these trading accounts to a more comfortable 20-30% cash.


Mid October (45 calendar days since last post) , YTD +25 and +4, and +50% cash, trading accounts only. Pretty much successfully transitioned to cash. No idea in VAs and ETFs/MF.

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InvestorNewb
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Re: What are you up YTD?

Postby InvestorNewb » Fri Oct 31, 2014 9:51 am

InvestorNewb wrote:
gerrym51 wrote:
InvestorNewb wrote:Please share your asset allocation and what you are up (or down) YTD in the format below.

Here are my stats:

Stocks: 100%
Bonds: -

Up: 10%



Just wondering what your year to date is now?


Up 2.40% YTD. Let's hope for a rebound this week.

I'm back to being up 8.14% YTD. :beer
My Portfolio: VTI [US], VXUS [Int'l], VNQ [REIT], VCN [Canada] (largest to smallest)

Sidney
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Re: What are you up YTD?

Postby Sidney » Fri Oct 31, 2014 9:55 am

I trust that everyone who TLH'd earlier this month is happy with the place they landed. Flipping back to the original holdings may not be in the cards. But don't worry, there will be other chances for you to get back "home."
I always wanted to be a procrastinator.

flyingaway
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Re: What are you up YTD?

Postby flyingaway » Fri Oct 31, 2014 10:01 am

I really do not like to see that the market moves so high and so fast. Today is my monthly automatic contribution day and it looks like the market will be at all time high.

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ruralavalon
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Re: What are you up YTD?

Postby ruralavalon » Fri Oct 31, 2014 11:21 am

50/50 asset allocation, retired, age 69.

Up 6.79% YTD per Morningstar portfolio manager.

EDIT: It sure is fun to hold a little Vanguard REIT index fund, up 23.68% YTD :) .
Last edited by ruralavalon on Fri Oct 31, 2014 11:28 am, edited 1 time in total.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | | Wiki article link:Getting Started

Sconie
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Re: What are you up YTD?

Postby Sconie » Fri Oct 31, 2014 11:25 am

Probably about 4% YTD. 66.7% equity, however, with 40% of the 66.7% in Int'l, my 2014 gains have been hurt.
I know that you think you understand what you thought I said, but I don't think you realize that what I said is necessarily what I meant......

dad2000
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Re: What are you up YTD?

Postby dad2000 » Fri Oct 31, 2014 11:32 am

Sidney wrote:I trust that everyone who TLH'd earlier this month is happy with the place they landed. Flipping back to the original holdings may not be in the cards. But don't worry, there will be other chances for you to get back "home."


It's difficult to find much to TLH in a 5 year bull market. I slice and dice, but the biggest loss I could have harvested was $24 if I timed it correctly. Not worth it IMHO.

AA is ~70/30, and I'm up a smidgeon for the month of October, and 6.5% for the year.

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SpringMan
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Re: What are you up YTD?

Postby SpringMan » Fri Oct 31, 2014 11:52 am

I am up 3.8% as of Halloween on a 40/60 portfollio. No additions of subtractions so it was an easy calculation.
Last edited by SpringMan on Fri Oct 31, 2014 1:25 pm, edited 1 time in total.
Best Wishes, SpringMan

flyingaway
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Re: What are you up YTD?

Postby flyingaway » Fri Oct 31, 2014 12:03 pm

My portfolio is temporarily hurt by extended market index fund and international index fund. But I have no intention to make any changes.


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