What are you up YTD? [Year To Date]

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ruralavalon
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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Sat Jun 11, 2016 3:06 pm

market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?
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Re: What are you up YTD? [Year To Date]

Postby Cramerica » Sat Jun 11, 2016 3:43 pm

market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.


I'm up a similar amount and wonder if I should liquidate. I'm just adding more to bonds with new contributions as of now.

The overall market is still down about 4% and the extended market is down about 13% based on Friday's close.

It seems a little early to liquidate, but maybe I'll hedge and liquidate some!

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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Sat Jun 11, 2016 4:00 pm

Cramerica wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.


I'm up a similar amount and wonder if I should liquidate. I'm just adding more to bonds with new contributions as of now.

The overall market is still down about 4% and the extended market is down about 13% based on Friday's close.

It seems a little early to liquidate, but maybe I'll hedge and liquidate some!

What fund(s) are you invested in that gave you a return similar to 14% so far this year?
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market timer
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Re: What are you up YTD? [Year To Date]

Postby market timer » Sat Jun 11, 2016 9:28 pm

ruralavalon wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?

The main contributors to my YTD returns were from gold futures and gold miners, oil futures and Petrobras equity, health care REITs, and increasing exposure to EM equities in February. Commodities weighed negatively on my 2015 returns, so this was a nice turnaround.

With commodity inflation turning from negative to positive, core CPI running at 2.5%, and unemployment at 4.7%, I wonder who is buying long term bonds at such low yields. These low yields are supporting valuations across all asset classes.

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Re: What are you up YTD? [Year To Date]

Postby inbox788 » Fri Jun 17, 2016 11:15 am

I took a look at my 401k and it's essentially unchanged YTD. Not worth commenting, but breakdown is more interesting:
BND up 5% (really?)
VTI up 3%
Active Fund down 6%
VXUS -2%

https://personal.vanguard.com/us/funds/ ... =INT#tab=1

Odd that it's reporting higher YTD than my simple calculation would indicate
06/16/2016 Year-to-Date
Total Bond Mkt Index Adm 4.85%


High High Date Low Low Date
$11.03 06/16/2016 $10.65 01/05/2016

11.03/10.65=1.0357

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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Fri Jun 17, 2016 2:39 pm

Retired, age 70, asset allocation 50/50.

Up 3.46% per Morningstar's portfolio manager.

Best fund so far is Vanguard REIT Index Fund, up 8.78%.
Last edited by ruralavalon on Sat Jun 25, 2016 1:42 pm, edited 1 time in total.
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Re: What are you up YTD? [Year To Date]

Postby Uncle Pennybags » Sat Jun 18, 2016 12:04 pm

market timer wrote:+14% and I'm out.
Not very good; I'm up 30% YTD.

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Re: What are you up YTD? [Year To Date]

Postby technovelist » Sat Jun 18, 2016 12:36 pm

Up about 15% YTD.
AA: Approximately 55% gold, 30% Swiss franc annuities, 5% silver, the rest cash.
(Disregarding home equity)
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siamond
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Re: What are you up YTD? [Year To Date]

Postby siamond » Fri Jun 24, 2016 2:38 pm

Well... Yesterday, I had a YTD gain higher than 5%, feeling good about it and not being overly worried about the UK vote, thinking that reason should prevail. And here we are one day later, all gains of the year erased... Oh well, time will pass... Stay zen, my friends! :wink:

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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Fri Jun 24, 2016 2:43 pm

siamond wrote:Well... Yesterday, I had a YTD gain higher than 5%, feeling good about it and not being overly worried about the UK vote, thinking that reason should prevail. And here we are one day later, all gains of the year erased... Oh well, time will pass... Stay zen, my friends! :wink:

Up 5.6% prior to Brexit.
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Re: What are you up YTD? [Year To Date]

Postby GoldenFinch » Fri Jun 24, 2016 2:50 pm

ruralavalon wrote:
siamond wrote:Well... Yesterday, I had a YTD gain higher than 5%, feeling good about it and not being overly worried about the UK vote, thinking that reason should prevail. And here we are one day later, all gains of the year erased... Oh well, time will pass... Stay zen, my friends! :wink:

Up 5.6% prior to Brexit.


Yep, yesterday was an all time high for us. Now it's just a not-so-distant memory. I think I won't look for a while which is probably a good idea anyway.

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Re: What are you up YTD? [Year To Date]

Postby goingup » Fri Jun 24, 2016 4:41 pm

GoldenFinch wrote:Yep, yesterday was an all time high for us. Now it's just a not-so-distant memory. I think I won't look for a while which is probably a good idea anyway.

Yes, same for us--all time portfolio high yesterday. Sometimes it feels especially hard to push that rock up the hill. Today the rock got heavier or the hill got slipperier. :annoyed

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Re: What are you up YTD? [Year To Date]

Postby GoldenFinch » Fri Jun 24, 2016 4:46 pm

goingup wrote:
GoldenFinch wrote:Yep, yesterday was an all time high for us. Now it's just a not-so-distant memory. I think I won't look for a while which is probably a good idea anyway.

Yes, same for us--all time portfolio high yesterday. Sometimes it feels especially hard to push that rock up the hill. Today the rock got heavier or the hill got slipperier. :annoyed


The good news is we've seen this before, so we know, long term anyway, the overall direction of the market and our investments up. :happy

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Re: What are you up YTD? [Year To Date]

Postby oldcomputerguy » Fri Jun 24, 2016 4:57 pm

Well, on the domestic equity side, my 401k is down around 3 1/2 - 4%, while international is down between 7 and 8%. On the flipside, my bond fund is up 0.6%, so it's not a complete rout.

This is the first non-trivial downturn I've seen since I moved everything from sector funds to index funds. And you know something? I'm completely calm. In fact I hope it stays this way or gets a bit worse by next week, when I get paid and make my biweekly contribution.

Could be worse, I suppose. Of course it's only day one post-Brexit. We'll see.
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Re: What are you up YTD? [Year To Date]

Postby inbox788 » Fri Jun 24, 2016 5:13 pm

smartinwate wrote:Well, on the domestic equity side, my 401k is down around 3 1/2 - 4%, while international is down between 7 and 8%. On the flipside, my bond fund is up 0.6%, so it's not a complete rout.

This is the first non-trivial downturn I've seen since I moved everything from sector funds to index funds. And you know something? I'm completely calm. In fact I hope it stays this way or gets a bit worse by next week, when I get paid and make my biweekly contribution.

Could be worse, I suppose. Of course it's only day one post-Brexit. We'll see.


Sector performance is no better and your domestic is mostly just the sum of the sectors. Just be glad you weren't in Financial Services (XLFS) -6.24% or Financials (XLF) -5.36%. Most other sectors were also down around 4% today.
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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Fri Jun 24, 2016 6:06 pm

ruralavalon wrote:
siamond wrote:Well... Yesterday, I had a YTD gain higher than 5%, feeling good about it and not being overly worried about the UK vote, thinking that reason should prevail. And here we are one day later, all gains of the year erased... Oh well, time will pass... Stay zen, my friends! :wink:

Up 5.6% prior to Brexit.

Now at the end of the day still up 3.46% year to date.

Retired, age 70, 50/50 asset allocation.

Best fund so far is still Vanguard REIT Index Fund.
Last edited by ruralavalon on Sat Jun 25, 2016 1:43 pm, edited 1 time in total.
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Re: What are you up YTD? [Year To Date]

Postby fpr4 » Fri Jun 24, 2016 7:21 pm

0% after brexit

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Re: What are you up YTD? [Year To Date]

Postby nbseer » Fri Jun 24, 2016 7:34 pm

At all-time high today after Brexit, thanks to being virtually 100% in short and intermediate term bonds.

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Re: What are you up YTD? [Year To Date]

Postby technovelist » Fri Jun 24, 2016 9:55 pm

16.61% after Brexit. Wow, it was exciting to see gold go up $100 in a few hours! (Although it didn't retain those gains, of course)
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Re: What are you up YTD? [Year To Date]

Postby RCL » Fri Jun 24, 2016 10:22 pm

Don't know my year to date numbers, but after BrExit day, the portfolio only went down abt 1.5%.....
so for the year it is still up for a 45.5% stock /54.5% bond portfolio

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Re: What are you up YTD? [Year To Date]

Postby Buddtholomew » Sat Jun 25, 2016 7:34 am

market timer wrote:
ruralavalon wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?

The main contributors to my YTD returns were from gold futures and gold miners, oil futures and Petrobras equity, health care REITs, and increasing exposure to EM equities in February. Commodities weighed negatively on my 2015 returns, so this was a nice turnaround.

With commodity inflation turning from negative to positive, core CPI running at 2.5%, and unemployment at 4.7%, I wonder who is buying long term bonds at such low yields. These low yields are supporting valuations across all asset classes.


25% of my AA is invested in LTT's.
Since 2011, LTT's have returned 65% with dividends invested. I hold this asset for the volatilty and not specifically the yield it generates.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.

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Re: What are you up YTD? [Year To Date]

Postby sschullo » Sat Jun 25, 2016 8:03 am

30% equities/70% bonds went down .003% yesterday.

YTD portfolio is up about 3.5%.
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Re: What are you up YTD? [Year To Date]

Postby TheTimeLord » Sat Jun 25, 2016 9:54 am

Vanguard Admiral Shares as of 6/24/2016
VFIAX 0.74% (S&P 500)
VTSAX 0.67% (Total Market)
VIMAX 0.87% (Mid Cap)
VSMAX 2.37% (Small Cap)
VFWAX -3.50% (ex-US)
VBTLX 4.91% (Total Bond)
VBILX 6.29% (Intermediate Bond)
Run, You Clever Boy!

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Re: What are you up YTD? [Year To Date]

Postby market timer » Sat Jun 25, 2016 11:34 am

Buddtholomew wrote:
market timer wrote:
ruralavalon wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?

The main contributors to my YTD returns were from gold futures and gold miners, oil futures and Petrobras equity, health care REITs, and increasing exposure to EM equities in February. Commodities weighed negatively on my 2015 returns, so this was a nice turnaround.

With commodity inflation turning from negative to positive, core CPI running at 2.5%, and unemployment at 4.7%, I wonder who is buying long term bonds at such low yields. These low yields are supporting valuations across all asset classes.


25% of my AA is invested in LTT's.
Since 2011, LTT's have returned 65% with dividends invested. I hold this asset for the volatilty and not specifically the yield it generates.

Yeah, I've also benefited from the decline in yields since 2011; however, I think upside from here is limited, while downside risk is enormous.

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Re: What are you up YTD? [Year To Date]

Postby technovelist » Sat Jun 25, 2016 11:37 am

market timer wrote:
Buddtholomew wrote:
market timer wrote:
ruralavalon wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?

The main contributors to my YTD returns were from gold futures and gold miners, oil futures and Petrobras equity, health care REITs, and increasing exposure to EM equities in February. Commodities weighed negatively on my 2015 returns, so this was a nice turnaround.

With commodity inflation turning from negative to positive, core CPI running at 2.5%, and unemployment at 4.7%, I wonder who is buying long term bonds at such low yields. These low yields are supporting valuations across all asset classes.


25% of my AA is invested in LTT's.
Since 2011, LTT's have returned 65% with dividends invested. I hold this asset for the volatilty and not specifically the yield it generates.

Yeah, I've also benefited from the decline in yields since 2011; however, I think upside from here is limited, while downside risk is enormous.


And "downside risk" is something you have had plenty of experience with, if I recall your story correctly. :sharebeer
In theory, theory and practice are identical. In practice, they often differ.

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Re: What are you up YTD? [Year To Date]

Postby Buddtholomew » Sat Jun 25, 2016 1:16 pm

market timer wrote:
Buddtholomew wrote:
market timer wrote:
ruralavalon wrote:
market timer wrote:+14% and I'm out. Now 100% cash and waiting for bargains on either equities, bonds, or real estate. Nothing is attractive right now. It's possible I'll stay at 100% cash for a year or two, also possible I'll buy a house with it.

What fund(s) did you invest in to have a return of 14% so far this year?

The main contributors to my YTD returns were from gold futures and gold miners, oil futures and Petrobras equity, health care REITs, and increasing exposure to EM equities in February. Commodities weighed negatively on my 2015 returns, so this was a nice turnaround.

With commodity inflation turning from negative to positive, core CPI running at 2.5%, and unemployment at 4.7%, I wonder who is buying long term bonds at such low yields. These low yields are supporting valuations across all asset classes.


25% of my AA is invested in LTT's.
Since 2011, LTT's have returned 65% with dividends invested. I hold this asset for the volatilty and not specifically the yield it generates.

Yeah, I've also benefited from the decline in yields since 2011; however, I think upside from here is limited, while downside risk is enormous.


How is upside limited? Yields are negative in countries throughout the world, with the 30-year trading at 2.43%. With a duration of 17+ years and some rough math, we are still looking at a gain of approximately 40%. Also, I don't make the mistake of looking at assets in isolation and overall portfolio FI duration is 5.6 years.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.

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Re: What are you up YTD? [Year To Date]

Postby itstoomuch » Sat Jun 25, 2016 2:30 pm

Discretionary is up nicely compared to the SP5. Amazingly have been in mostly hoarding cash since April. The few stocks left have had tremendous runups. :? I am back in with on Friday on a couple of my favorite stocks. Last week of June is here and Weds-Thurs could be telling days. Here's hoping for a good DCB. :annoyed

YMMV

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Re: What are you up YTD? [Year To Date]

Postby market timer » Mon Jun 27, 2016 9:55 am

Downturn is coming faster than I'd expected. Allocated 1/3rd to international equities just now. Willing to allocate another 1/3d if we see another 10% drop in the weeks ahead.

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Re: What are you up YTD? [Year To Date]

Postby alphaseeker1 » Tue Jun 28, 2016 12:55 pm

80% stocks - up 7%
20% alternative investments - up about 80%

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Re: What are you up YTD? [Year To Date]

Postby Sheepdog » Tue Jun 28, 2016 1:18 pm

Reporting in
On June 1 I reported here that I was up 4.01%. As of closing on 6/27/16 I was up 4.26%.
If I leave out my I Bonds and CDs (which totals 25% of investments) and therefore include only my Vanguard traditional and Roth IRAs (which is 75% of investments) the return to date is up 5.07%
(Age 82, 23% stock and feeling very fortunate in being a conservative investor.)
However good or bad a situation is, it will change

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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Tue Jun 28, 2016 1:55 pm

At the end of Brexit vote + 2 days, still up 2.61% year to date.

Retired, age 70, 50/50 asset allocation.

Best fund so far is still Vanguard REIT Index Fund.
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Re: What are you up YTD? [Year To Date]

Postby Tanelorn » Tue Jun 28, 2016 2:28 pm

alphaseeker1 wrote:80% stocks - up 7%
20% alternative investments - up about 80%

Clearly I need more alternative investments in my portfolio. What you have you been buying besides Brexit futures? :)

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Re: What are you up YTD? [Year To Date]

Postby travellight » Wed Jun 29, 2016 5:52 pm

About 5.3%, 80/20 aa

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Re: What are you up YTD? [Year To Date]

Postby Robert44 » Wed Jun 29, 2016 6:15 pm

as of 6/29 up 5.04%. 50/50 assets

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Re: What are you up YTD? [Year To Date]

Postby Uncle Pennybags » Thu Jun 30, 2016 1:08 pm

ruralavalon wrote:Best fund so far is still Vanguard REIT Index Fund.
My REITs covered my foreign stock losses with a few dollars left over. :?

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Re: What are you up YTD? [Year To Date]

Postby ruralavalon » Fri Jul 01, 2016 10:06 am

ruralavalon wrote:
siamond wrote:Well... Yesterday, I had a YTD gain higher than 5%, feeling good about it and not being overly worried about the UK vote, thinking that reason should prevail. And here we are one day later, all gains of the year erased... Oh well, time will pass... Stay zen, my friends! :wink:

Up 5.6% prior to Brexit.

Now 5 trading days after Brexit vote, up 5.52% year to date.

That certainly was a short "plunge" and "panic".
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Re: What are you up YTD? [Year To Date]

Postby sschullo » Fri Jul 01, 2016 10:15 am

4.7%. From Jan-April, 37/63 stock bond split.
May-June now have a 30/70 split.
Half of my portfolio is in VG TBM.
All of my holdings went up, even the Internationals!

Name Ticker Return
Vanguard Wellesley® Income Admiral™ VWIAX 7.65
Vanguard Total Intl Bd Idx Admiral™ VTABX 5.91
Vanguard Total Bond Market Index Adm VBTLX 5.52
Vanguard Total Stock Market ETF VTI 3.68
Vanguard Extended Market Idx Adm VEXAX 2.52
Vanguard Prime Money Market Investor VMMXX 0.2
Vanguard Total Intl Stock Index Admiral VTIAX 0.08
Treasury Direct iBond 0.009
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Re: What are you up YTD? [Year To Date]

Postby 2Birds1Stone » Fri Jul 01, 2016 10:36 am

Up 7% YTD thanks to 20% allocation in Gold/Silver.

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Re: What are you up YTD? [Year To Date]

Postby triceratop » Fri Jul 01, 2016 10:39 am

Up 5.60% (100% stocks). Those numbers are buoyed by purchases of international equities; regrettably, I did not purchase as much as I would have liked during the January downturn due to insufficient available funds.
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Re: What are you up YTD? [Year To Date]

Postby livesoft » Fri Jul 01, 2016 11:11 am

triceratop wrote:Up 5.60% (100% stocks). Those numbers are buoyed by purchases of international equities; regrettably, I did not purchase as much as I would have liked during the January downturn due to insufficient available funds.

That's funny about international because here are some YTD returns from morningstar.com

5.52% VBTLX Total bond index
3.65% VTSAX Total US stock
7.27% VSIAX US small-cap value
0.08% VTIAX Total international stock (it's the worst and dragging down everyone else's returns)

3.74% VSMGX LifeStrategy Moderate growth (60/40)
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Re: What are you up YTD? [Year To Date]

Postby triceratop » Fri Jul 01, 2016 11:21 am

livesoft wrote:
triceratop wrote:Up 5.60% (100% stocks). Those numbers are buoyed by purchases of international equities; regrettably, I did not purchase as much as I would have liked during the January downturn due to insufficient available funds.

That's funny about international because here are some YTD returns from morningstar.com

5.52% VBTLX Total bond index
3.65% VTSAX Total US stock
7.27% VSIAX US small-cap value
0.08% VTIAX Total international stock (it's the worst and dragging down everyone else's returns)

3.74% VSMGX LifeStrategy Moderate growth (60/40)


Huh, interesting. My SCV tilt had a lot to do with it too. I would note that I bought most of my VTIAX at a discount to the 12/31/2015 price.
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Re: What are you up YTD? [Year To Date]

Postby livesoft » Fri Jul 01, 2016 11:31 am

triceratop wrote:Huh, interesting. My SCV tilt had a lot to do with it too. I would note that I bought most of my VTIAX at a discount to the 12/31/2015 price.

I sold all our VTIAX as noted in this post on 12/29/2015: viewtopic.php?p=2736262#p2736262
I rebought VTIAX after Brexit as noted in this post: viewtopic.php?p=2959491#p2959491

OK, that's only posting about winners and not about losers. Too bad. :twisted:
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Re: What are you up YTD? [Year To Date]

Postby Toons » Fri Jul 01, 2016 11:43 am

Six figures
8-)
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triceratop
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Re: What are you up YTD? [Year To Date]

Postby triceratop » Fri Jul 01, 2016 11:43 am

livesoft wrote:
triceratop wrote:Huh, interesting. My SCV tilt had a lot to do with it too. I would note that I bought most of my VTIAX at a discount to the 12/31/2015 price.

I sold all our VTIAX as noted in this post on 12/29/2015: viewtopic.php?p=2736262#p2736262
I rebought VTIAX after Brexit as noted in this post: viewtopic.php?p=2959491#p2959491

OK, that's only posting about winners and not about losers. Too bad. :twisted:


I also recall you saying in Dec '15 that you expected VTIAX to go up 10% in Jan '16, so you must have been in VFWAX at that time.

Otherwise, who sells an asset they expect to go up? :shock:
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Re: What are you up YTD? [Year To Date]

Postby livesoft » Fri Jul 01, 2016 11:45 am

triceratop wrote:Otherwise, who sells an asset they expect to go up? :shock:

Well, if you look at that thread, when was VTIAX purchased in 2015? Was it an RBD? :twisted:

Besides, everything I sell continues to go up. I'm losing money right and left all the time. How else can I keep up with all those TLH threads? :beer
Last edited by livesoft on Fri Jul 01, 2016 11:56 am, edited 2 times in total.
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grayfox
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Re: What are you up YTD? [Year To Date]

Postby grayfox » Fri Jul 01, 2016 11:45 am

According to longinvest's Boglehead Returns spreadsheet:

for the month of June-2016, +2.2%.
YTD for 2016 , +6.3%

That is the largest 1 month gain since +5.35 in Jul-2013, which followed -5.68% in Jun-2013. I don't recall what happened then. Maybe there was a jump in interest rates in Jun-2013.

Every month in 2016 has been positive gain. Currently about 20% stock.

How can this be? I thought there was a plunge? This makes no sense. I was expecting losses. How can it be the best month in several years? Maybe I should double-check the numbers.
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triceratop
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Re: What are you up YTD? [Year To Date]

Postby triceratop » Fri Jul 01, 2016 11:58 am

Your sacrifice, livesoft, is an inspiration to us all.

Forgive me, though, if I opt to strive to make money.

:wink:
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Re: What are you up YTD? [Year To Date]

Postby itstoomuch » Fri Jul 01, 2016 12:04 pm

livesoft wrote:
triceratop wrote:Otherwise, who sells an asset they expect to go up? :shock:

Well, if you look at that thread, when was VTIAX purchased in 2015? Was it an RBD? :twisted:

Besides, everything I sell continues to go up. I'm losing money right and left all the time. How else can I keep up with all those TLH threads? :beer

Me too, :oops:
:beer
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Re: What are you up YTD? [Year To Date]

Postby pinot3 » Fri Jul 01, 2016 12:32 pm

Here are my stats:

Stocks: 70% VFIAX (Vanguard 500 Admiral)
Bonds: 30% VBILX (Vanguard Intermediate Term Bond Index)

Up: 5.962

Happy 4th of July weekend!! :happy
pinot3 / total expense ratio: .0595%

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Re: What are you up YTD? [Year To Date]

Postby pinot3 » Fri Jul 01, 2016 12:34 pm

Oops!:

30% VFIAX
70% VBILX

up YTD: 5.962
pinot3 / total expense ratio: .0595%


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