What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
User avatar
SpaceCommander
Posts: 511
Joined: Thu Nov 08, 2007 4:13 pm
Location: Seattle
Contact:

Re: What are you up YTD?

Post by 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
Posts: 3954
Joined: Tue Aug 06, 2013 12:43 pm

Re: What are you up YTD?

Post by 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
Posts: 1679
Joined: Sat Apr 27, 2013 1:44 pm

Re: What are you up YTD?

Post by 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?

User avatar
ruralavalon
Posts: 11282
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

Re: What are you up YTD?

Post by 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
Posts: 1273
Joined: Thu May 01, 2014 9:35 pm

Re: What are you up YTD?

Post by 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
Posts: 1679
Joined: Sat Apr 27, 2013 1:44 pm

Re: What are you up YTD?

Post by 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
Posts: 1049
Joined: Mon Dec 24, 2012 9:35 pm

Re: What are you up YTD?

Post by 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
Posts: 4109
Joined: Tue Dec 10, 2013 8:41 pm
Location: Nowhere

Re: What are you up YTD?

Post by 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
Posts: 404
Joined: Fri Dec 06, 2013 9:10 pm

Re: What are you up YTD?

Post by 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
Posts: 1273
Joined: Thu May 01, 2014 9:35 pm

Re: What are you up YTD?

Post by 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
Posts: 1679
Joined: Sat Apr 27, 2013 1:44 pm

Re: What are you up YTD?

Post by 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:

User avatar
InvestorNewb
Posts: 1566
Joined: Mon Sep 03, 2012 11:27 am

Re: What are you up YTD?

Post by 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)

User avatar
ruralavalon
Posts: 11282
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

Re: What are you up YTD?

Post by 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
Posts: 4109
Joined: Tue Dec 10, 2013 8:41 pm
Location: Nowhere

Re: What are you up YTD?

Post by 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")

User avatar
market timer
Posts: 5794
Joined: Tue Aug 21, 2007 1:42 am

Re: What are you up YTD?

Post by 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
Posts: 33
Joined: Sun Jan 06, 2013 3:58 am

Re: What are you up YTD?

Post by 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
Posts: 1098
Joined: Mon Aug 01, 2011 8:15 pm

Re: What are you up YTD?

Post by DVMResident » Mon Oct 13, 2014 11:43 pm

YTD -2.5%

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

LikeWise
Posts: 14
Joined: Mon Jul 15, 2013 3:14 pm

Re: What are you up YTD?

Post by LikeWise » Tue Oct 14, 2014 2:13 pm

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

Sunshine98
Posts: 16
Joined: Tue Aug 20, 2013 2:22 pm

Re: What are you up YTD?

Post by Sunshine98 » Tue Oct 14, 2014 2:19 pm

401K -1.22%

munemaker
Posts: 2007
Joined: Sat Jan 18, 2014 6:14 pm

Re: What are you up YTD?

Post by 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.

User avatar
Sheepdog
Posts: 4728
Joined: Tue Feb 27, 2007 3:05 pm
Location: Indiana, retired 1998 at age 65

Re: What are you up YTD?

Post by Sheepdog » Tue Oct 14, 2014 3:52 pm

Retiree....24% stock
I posted on 8/26 4.6%
As of 10/13 4.2%
People should not say everything they think. They should think about everything they say.

User avatar
tetractys
Posts: 4538
Joined: Sat Mar 17, 2007 3:30 pm
Location: Along the Salish Sea

Re: What are you up YTD?

Post by 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

User avatar
cfs
Posts: 3373
Joined: Fri Feb 23, 2007 1:22 am
Location: ~ Inactivestand ~

Re: What are you up YTD?

Post by 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.
~ No Internet Interest ~

pinhead
Posts: 109
Joined: Fri Apr 04, 2014 8:47 pm

Re: What are you up YTD?

Post by pinhead » Tue Oct 14, 2014 5:10 pm

-10% :-(

Ktemene
Posts: 83
Joined: Thu Mar 20, 2008 12:58 pm

Re: What are you up YTD?

Post by 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
Posts: 7034
Joined: Sat Mar 03, 2007 8:34 pm
Location: Portland, Oregon

Re: What are you up YTD?

Post by gkaplan » Tue Oct 14, 2014 8:07 pm

I think I'm about dead even.
Gordon

LifeLearner
Posts: 67
Joined: Sun Jun 23, 2013 4:30 pm

Re: What are you up YTD?

Post by 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
Posts: 716
Joined: Mon Apr 01, 2013 2:48 pm

Re: What are you up YTD?

Post by poker27 » Tue Oct 14, 2014 11:22 pm

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

lululu
Posts: 1378
Joined: Thu Apr 10, 2014 4:23 pm

Re: What are you up YTD?

Post by 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%

User avatar
Aptenodytes
Posts: 3741
Joined: Tue Feb 08, 2011 8:39 pm

Re: What are you up YTD?

Post by Aptenodytes » Wed Oct 15, 2014 7:15 am

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

autonomy
Posts: 328
Joined: Fri Jan 24, 2014 2:22 pm

Re: What are you up YTD?

Post by autonomy » Wed Oct 15, 2014 8:39 am

Given current performance, better not look today ;)

User avatar
pennstater2005
Posts: 2301
Joined: Wed Apr 11, 2012 8:50 pm

Re: What are you up YTD?

Post by 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
Posts: 739
Joined: Thu Sep 12, 2013 9:09 am

Re: What are you up YTD?

Post by 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
Posts: 65
Joined: Fri May 02, 2014 11:52 am

Re: What are you up YTD?

Post by 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
Posts: 626
Joined: Fri Feb 03, 2012 7:04 pm

Re: What are you up YTD?

Post by 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
Posts: 65
Joined: Sun Apr 13, 2014 6:40 am

Re: What are you up YTD?

Post by 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

User avatar
ofcmetz
Posts: 2253
Joined: Tue Feb 08, 2011 8:09 pm
Location: Louisiana

Re: What are you up YTD?

Post by 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
Posts: 81
Joined: Fri Sep 04, 2009 5:02 pm

Re: What are you up YTD?

Post by Mongoose » Thu Oct 16, 2014 5:44 am

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

IPer
Posts: 1639
Joined: Sun Jul 28, 2013 8:51 pm

Re: What are you up YTD?

Post by 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
Posts: 1181
Joined: Fri Jan 17, 2014 10:19 am

Re: What are you up YTD?

Post by flyingaway » Thu Oct 16, 2014 7:19 am

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

IPer
Posts: 1639
Joined: Sun Jul 28, 2013 8:51 pm

Re: What are you up YTD?

Post by IPer » Thu Oct 16, 2014 9:28 am

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

LongerPrimer
Posts: 903
Joined: Thu Jun 05, 2014 10:01 pm

Re: What are you up YTD?

Post by 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.

User avatar
InvestorNewb
Posts: 1566
Joined: Mon Sep 03, 2012 11:27 am

Re: What are you up YTD?

Post by 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
Posts: 6637
Joined: Thu Mar 08, 2007 6:06 pm

Re: What are you up YTD?

Post by 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
Posts: 1181
Joined: Fri Jan 17, 2014 10:19 am

Re: What are you up YTD?

Post by 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.

User avatar
ruralavalon
Posts: 11282
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

Re: What are you up YTD?

Post by 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
Posts: 522
Joined: Sun Feb 07, 2010 10:23 am
Location: Arizona

Re: What are you up YTD?

Post by 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
Posts: 626
Joined: Fri Feb 03, 2012 7:04 pm

Re: What are you up YTD?

Post by 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.

User avatar
SpringMan
Posts: 5293
Joined: Wed Mar 21, 2007 11:32 am
Location: Michigan

Re: What are you up YTD?

Post by 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
Posts: 1181
Joined: Fri Jan 17, 2014 10:19 am

Re: What are you up YTD?

Post by 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.

Post Reply