What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Case59
Posts: 147
Joined: Fri Dec 30, 2011 12:31 pm

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

Post by Case59 » Mon Jan 01, 2018 10:02 pm

Up 14.9%, according to Vanguard. 73/27 allocation, though the 73 includes about 9% REITs in an IRA. They were something of a drag this year, but the diversification will have its long-term benefits (I hope).

Good year, nonetheless.
Last edited by Case59 on Mon Jan 01, 2018 11:09 pm, edited 1 time in total.
"Most quotations on the internet are incorrect."-Mark Twain

johnra
Posts: 206
Joined: Sun Dec 28, 2014 12:07 pm

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

Post by johnra » Mon Jan 01, 2018 10:07 pm

WanderingDoc wrote:
Mon Jan 01, 2018 6:19 pm
monsterid wrote:
Mon Jan 01, 2018 4:38 pm
johnra wrote:
Mon Jan 01, 2018 4:34 pm
Overall, up 17.5% for the year, mostly 60% stocks, 40% bonds.

But I do have one small account where I pick stocks I think are special, buy and hold, and that account is +49% for the year (and up 300% over the last 5 years).
Completely cheating vs the "book" but I do it to. It's virtually a hobby for me, sounds like it's probably an interest for you too rather than a full-blown investment strategy that you are relying on for retirement.
This special account has to be "taxable", by definition?
Why does it "have to be" in a taxable account? Indeed, it is my wife's IRA.

DrGoogle2017
Posts: 2528
Joined: Mon Aug 14, 2017 12:31 pm

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

Post by DrGoogle2017 » Mon Jan 01, 2018 10:16 pm

Today is the day I can check for actual 1 year performance on Vanguard. I’m up higher than 12% and my husband is closer to 10%. If you can believe Vanguard.

Loon11
Posts: 297
Joined: Wed Feb 29, 2012 6:07 pm

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

Post by Loon11 » Mon Jan 01, 2018 10:49 pm

tsp with contributions: 10.94 (L2020 and contributions)
vanguard one yr 18.2 (wellington & stock index)

cheesepep
Posts: 873
Joined: Wed Feb 17, 2010 10:58 pm

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

Post by cheesepep » Mon Jan 01, 2018 10:52 pm

100% individual stocks with about 20% cash. Absolutely no money was added to my account during 2017. Portfolio in six figure range. 17.1%

For my smaller 5 figure portfolio, around 30%, didn't really calculate.

edit: Would have been 1-2% higher, but my top 3 stocks last week started dropping.

Matas
Posts: 16
Joined: Wed Dec 27, 2017 8:04 pm

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

Post by Matas » Mon Jan 01, 2018 11:05 pm

15.8% in rollover IRA
96% in "funny money" stock account, primarily due to luck buying NVDA in Feb 2016.

User avatar
vinnydabody
Posts: 88
Joined: Sun Oct 18, 2015 7:25 am
Location: Chicagoland

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

Post by vinnydabody » Tue Jan 02, 2018 7:56 am

Using longinvest's spreadsheet, I was up 18.1% for the year. It's 75% equity (75 US, 25 Intl) and 25% fixed, but spread across Vanguard (VBTLX, VTIAX, VTSAX), TSP, and my DS's United Methodist Pension/403(b) account. Some of the pension holdings can't be individually managed - it gets allocated automatically based on age, risk tolerance, and some other black box factors - so I use the Vanguard holdings to rebalance the entire portfolio as necessary.

If I break out the portfolio by account groups, here's how it stacks up:

Vanguard (my TIRA and Roth, DS TIRA and Roth): 17.5%
TSP: 17.7%
DS Pension/403(b): 19.3%

Conch55
Posts: 282
Joined: Tue Mar 01, 2016 11:03 am

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

Post by Conch55 » Tue Jan 02, 2018 8:04 am

2017: 14.43%
AA: 55/45 (Equity/Fixed)

mrgeeze
Posts: 236
Joined: Wed Nov 04, 2015 11:09 am

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

Post by mrgeeze » Tue Jan 02, 2018 8:23 am

it was a relatively easy year to make money if you held equities of any form.
AAPL alone was through the roof this year.

Also if you had total market funds and/or divvy funds you might have made 15-20%

good on you if you did.
rebalance & move on.

perhaps a pause with fermented and/or distilled potable of choice to congratulate one's strategerie

I must admit my best performance came not from my actively managed 13 stock portfolio but my largely ignored 2 Fund Vanguard account at over 17%.

So, I resolve to become more lazy this year!

User avatar
Earl Lemongrab
Posts: 7270
Joined: Tue Jun 10, 2014 1:14 am

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

Post by Earl Lemongrab » Tue Jan 02, 2018 12:02 pm

Portfolio7 wrote:
Mon Jan 01, 2018 7:52 pm
It was a good year in total, but yes, I felt that twinge of regret at the small and value factor drags vs total market returns.
That sort of thing never bothers me. Some allocation is going to underperform. It comes with the territory. After all, if they all did the same then tilts wouldn't matter.

I don't track performance, especially of subset of the allocation. There's no value, so why do it?

livesoft
Posts: 69615
Joined: Thu Mar 01, 2007 8:00 pm

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

Post by livesoft » Tue Jan 02, 2018 12:11 pm

Earl Lemongrab wrote:
Tue Jan 02, 2018 12:02 pm
I don't track performance, especially of subset of the allocation. There's no value, so why do it?
If one is going to do rebalancing, then one is implicitly aware of performance. And if one is going to rebalance between small-cap value and something else like small-cap foreign, then one is going to be implicitly aware of subsets of the allocation. And if one does all that, maybe they rebalanced at the end of 2016 from small-cap value into small-cap foreign which was of great value. That's why one does it.
Last edited by livesoft on Tue Jan 02, 2018 12:42 pm, edited 1 time in total.
Wiki This signature message sponsored by sscritic: Learn to fish.

User avatar
cfs
Posts: 4154
Joined: Fri Feb 23, 2007 1:22 am
Location: ~ Mi Propio Camino ~

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

Post by cfs » Tue Jan 02, 2018 12:41 pm

And we are off to the 2018 races, done market timing re-balancing sub-allocations, all my play money is IN the market via dumb beta products. Betting all on The Lowest Rated Fund (aggressively managed by cfs). Good luck, thanks for reading ~cfs~
~ Member of the Active Retired Force since 2014 ~

Ready3Retire
Posts: 147
Joined: Tue Sep 16, 2014 11:15 am
Location: Midwest

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

Post by Ready3Retire » Tue Jan 02, 2018 12:43 pm

If one is going to do rebalancing, then one is implicitly aware of performance.
Agree. For example, one may need to rebalance from cash to bonds today (e.g. BND/AGG). :)

User avatar
Earl Lemongrab
Posts: 7270
Joined: Tue Jun 10, 2014 1:14 am

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

Post by Earl Lemongrab » Tue Jan 02, 2018 1:28 pm

livesoft wrote:
Tue Jan 02, 2018 12:11 pm
Earl Lemongrab wrote:
Tue Jan 02, 2018 12:02 pm
I don't track performance, especially of subset of the allocation. There's no value, so why do it?
If one is going to do rebalancing, then one is implicitly aware of performance.
All of my rebalancing is done through new money, so the implicit awareness is lessened. But yes, I suppose there is some cognizance of which asset class needs money and which doesn't. But that doesn't stick very well.

dsmil
Posts: 675
Joined: Tue Sep 08, 2009 10:51 am

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

Post by dsmil » Tue Jan 02, 2018 3:04 pm

17.5% for me in 2017. 90/10 stocks/bonds allocation.

airelleofmusic
Posts: 96
Joined: Mon May 01, 2017 8:54 am

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

Post by airelleofmusic » Tue Jan 02, 2018 5:11 pm

A whopping 1.50% (50% EM, 50% Dev ex-US).
18.4% for 2017.
LBYM and enjoy life ! Thanks BH !

GoldenFinch
Posts: 2006
Joined: Mon Nov 10, 2014 11:34 pm

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

Post by GoldenFinch » Tue Jan 02, 2018 5:50 pm

TravelforFun wrote:
Mon Jan 01, 2018 9:09 pm
mptfan wrote:
Mon Jan 01, 2018 8:25 pm
TravelforFun wrote:
Mon Jan 01, 2018 8:11 pm
F = Your portfolio value on 12/31/2017
P = Your portfolio value on 1/1/2017
That's only 364 days. Your P should be 12/31/2016.
is there a difference?

TravelforFun
Yes. The closing price on the last day of year 12/31/2016 will be different than the closing price on the first of the year 1/1/2017.

User avatar
iceport
Posts: 4151
Joined: Sat Apr 07, 2007 4:29 pm

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

Post by iceport » Tue Jan 02, 2018 6:23 pm

YTD XIRR = 139.57%. Hope the rally continues. 8-)
"Discipline matters more than allocation.” ─William Bernstein

User avatar
Portfolio7
Posts: 708
Joined: Tue Aug 02, 2016 3:53 am

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

Post by Portfolio7 » Tue Jan 02, 2018 7:12 pm

livesoft wrote:
Tue Jan 02, 2018 12:11 pm
Earl Lemongrab wrote:
Tue Jan 02, 2018 12:02 pm
I don't track performance, especially of subset of the allocation. There's no value, so why do it?
If one is going to do rebalancing, then one is implicitly aware of performance. And if one is going to rebalance between small-cap value and something else like small-cap foreign, then one is going to be implicitly aware of subsets of the allocation. And if one does all that, maybe they rebalanced at the end of 2016 from small-cap value into small-cap foreign which was of great value. That's why one does it.
I actually do have both SCV and Int'l SC funds, and I did overweight the Int'l SC funds relative to my normal AA when I rebalanced at the beginning of this year, and again in the middle of this year. I don't normally rebalance a lot, maybe once every two years - but under certain conditions I might rebalance 2 or 3 times in a year.

Tbh, I enjoy watching the performance of my asset classes (10 funds); it's fun and educational. I've also found that ignoring my investments has been a mistake; I miss opportunities. My approach is to use a base AA, but I can shift up to 10% of equities to fixed income (or fi to equities) in any given month. If I believe risk is low/high, or I see something that I think is undervalued or has strong growth opportunity, I am allowed to adjust my AA (I usually spend months considering the probabilities of the rewards and the risks.) My time frame is several years, so I don't think of this as TAA. I think of it as a multi-year strategic response to valuations and market psychology. Time is on my side, I think it's possible to take advantage of that.
"An investment in knowledge pays the best interest" - Benjamin Franklin

User avatar
Portfolio7
Posts: 708
Joined: Tue Aug 02, 2016 3:53 am

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

Post by Portfolio7 » Tue Jan 02, 2018 7:31 pm

Earl Lemongrab wrote:
Tue Jan 02, 2018 12:02 pm
Portfolio7 wrote:
Mon Jan 01, 2018 7:52 pm
It was a good year in total, but yes, I felt that twinge of regret at the small and value factor drags vs total market returns.
That sort of thing never bothers me. Some allocation is going to underperform. It comes with the territory. After all, if they all did the same then tilts wouldn't matter.

I don't track performance, especially of subset of the allocation. There's no value, so why do it?
Knowing something will underperform doesn't entirely eliminate the regret for me, especially when it comes to factor tilts. Glad that it does for you, but I'm an optimizer and a tinkerer by nature, and I get antsy when I can't be tweaking something to improve it. Know thyself, said the bard. So I allow myself to tinker modestly, but only within strict limits, and I make myself jump through a few hoops first.

Tracking performance gives me some idea if we are on target to retire... and it's fun (for me.) At the asset class level it lets me know if there is something I've overlooked about the fund or asset class where it behaves differently vs what I expected. I don't use a 3-fund portfolio, so this is useful information for me. If I used a three fund portfolio, I probably wouldn't be tracking it with anywhere near the intensity I do now.
"An investment in knowledge pays the best interest" - Benjamin Franklin

User avatar
AllieTB1323
Posts: 256
Joined: Tue Mar 24, 2015 10:17 am
Location: Desert Washington State

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

Post by AllieTB1323 » Tue Jan 02, 2018 7:37 pm

2017: +14.97% with AA 62/38 and a 10% international exposure.

kd2008
Posts: 592
Joined: Sun Feb 15, 2009 6:19 pm

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

Post by kd2008 » Tue Jan 02, 2018 8:54 pm

2017: AA 82.5/17.5 with 67/33 Domestic/International split for Stocks

Returns: 18.275%
Stocks: 21.25%
Bonds: 4.25%

I was actually impressed with bond returns especially given the rising rate environment.

jadedfalcons
Posts: 213
Joined: Sat Feb 04, 2017 8:55 pm

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

Post by jadedfalcons » Tue Jan 02, 2018 9:59 pm

1.01% so far this year.

Would've been better, but T makes up over 9% of my holdings and dropped like a rock today. .87%. Year's not over, though, hopefully I can recover... :(

User avatar
1030danielle
Posts: 59
Joined: Fri Jul 15, 2016 12:25 pm
Location: South Florida

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

Post by 1030danielle » Tue Jan 02, 2018 10:57 pm

Retirement
+ 21.4%
AA 90/10
International 7%

Non-Retirement
+ 18.8%
AA 85/15
International 9%

This is according to the “Personal performance” feature on Vanguard.
Three-funder with a tech tilt.

User avatar
Earl Lemongrab
Posts: 7270
Joined: Tue Jun 10, 2014 1:14 am

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

Post by Earl Lemongrab » Wed Jan 03, 2018 1:25 am

One of my founding principles when started the portfolio was to remove emotion from investing. That includes regret. And glee.

User avatar
ruralavalon
Posts: 17135
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

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

Post by ruralavalon » Wed Jan 03, 2018 11:28 am

jadedfalcons wrote:
Tue Jan 02, 2018 9:59 pm
1.01% so far this year.

Would've been better, but T makes up over 9% of my holdings and dropped like a rock today. .87%. Year's not over, though, hopefully I can recover... :(
Age 72, retired, asset allocation 50/50.

Total Return up 0.33% so far in 2018.

Best fund so far is Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) total return up 1.08% in 2018.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

TroyMcClure
Posts: 87
Joined: Sun Aug 31, 2014 6:13 am
Location: Germany

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

Post by TroyMcClure » Wed Jan 03, 2018 2:54 pm

Bit of a different perspective here, from a European investor in EUR.
AA roughly 70/30.

IRR for 2017 is 6.2%.

A lot of people seemingly happy with a big bull run this year, there also I'm in a different situation: since I'm currently a buyer I'd much prefer markets going down.

User avatar
AnalogKid22
Posts: 248
Joined: Wed May 18, 2016 8:26 pm
Location: Babylon, but I'd love to spend a night in Zion

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

Post by AnalogKid22 » Wed Jan 03, 2018 3:49 pm

2017: 17.2% with 75/25 in VTSAX/VTIAX and VBTLX.
2018: 1.04%

User avatar
Runalong
Posts: 138
Joined: Mon Jun 13, 2011 5:22 pm

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

Post by Runalong » Fri Jan 05, 2018 11:20 am

3.8% as of Friday Jan 5. At this rate I'll be a billionaire in 5 years.

:wink:

User avatar
siamond
Posts: 5140
Joined: Mon May 28, 2012 5:50 am

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

Post by siamond » Thu Jan 25, 2018 12:03 pm

Nearly 5% by now. In less than a month. I've never been that wealthy. This is baffling. And quite dangerous from a behavioral standpoint, notably anchoring bias. Makes me itchy. Somehow, I'd be glad to see a correction, to reset expectations. Weird, isn't it? :shock:

User avatar
triceratop
Posts: 5838
Joined: Tue Aug 04, 2015 8:20 pm
Location: la la land

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

Post by triceratop » Thu Jan 25, 2018 12:24 pm

siamond wrote:
Thu Jan 25, 2018 12:03 pm
Nearly 5% by now. In less than a month. I've never been that wealthy. This is baffling. And quite dangerous from a behavioral standpoint, notably anchoring bias. Makes me itchy. Somehow, I'd be glad to see a correction, to reset expectations. Weird, isn't it? :shock:
I'm certain my net worth is orders of magnitude less than yours, but the same feeling is true for me. It is incredibly strange to have a net worth growing so quickly. At this point my net worth is well over 2x my annual salary, and I'm only 25. It's interesting because normal daily market swings are beginning to be over $1k. At the same time, there is nothing to do but keep contributing and hold on for the ride. The trick is to avoid anchoring bias and continually remind oneself that there is no known better plan (buy and hold diversified equities) for building wealth. As nisiprius says, you must actually take on the risk.
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

investingdad
Posts: 1689
Joined: Fri Mar 15, 2013 10:41 pm

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

Post by investingdad » Thu Jan 25, 2018 12:57 pm

triceratop wrote:
Thu Jan 25, 2018 12:24 pm
siamond wrote:
Thu Jan 25, 2018 12:03 pm
Nearly 5% by now. In less than a month. I've never been that wealthy. This is baffling. And quite dangerous from a behavioral standpoint, notably anchoring bias. Makes me itchy. Somehow, I'd be glad to see a correction, to reset expectations. Weird, isn't it? :shock:
I'm certain my net worth is orders of magnitude less than yours, but the same feeling is true for me. It is incredibly strange to have a net worth growing so quickly. At this point my net worth is well over 2x my annual salary, and I'm only 25. It's interesting because normal daily market swings are beginning to be over $1k. At the same time, there is nothing to do but keep contributing and hold on for the ride. The trick is to avoid anchoring bias and continually remind oneself that there is no known better plan (buy and hold diversified equities) for building wealth. As nisiprius says, you must actually take on the risk.
You probably know this, but at 25 the last thing you should be worried about is market fluctuations.

I started investing in my early 20s, twenty years ago. Sounds like you're off to a great start. From experience I will tell you that you've set yourself up for success.

But I'll also be relieved when things cool off.

bgf
Posts: 1177
Joined: Fri Nov 10, 2017 9:35 am

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

Post by bgf » Thu Jan 25, 2018 1:22 pm

over 5%. this month our portfolio has gone up by double our monthly gross income. by far the single largest one month increase for us.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

User avatar
czeckers
Posts: 1026
Joined: Thu May 17, 2007 3:49 pm
Location: Upstate NY

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

Post by czeckers » Thu Jan 25, 2018 1:25 pm

It can be addictive to watch the portfolio balance going up and up in a bull market. However, gut wrenching in a bear. If you can avoid looking at your balances, you'll probably be better off.
The Espresso portfolio: | | 20% US Total Mkt, 20% Small Cap Value, 10% US REIT, 10% Developed Int'l, 10% EM, 30% Inter-term US Treas | | "A journey of a thousand miles begins with a single step."

User avatar
iceport
Posts: 4151
Joined: Sat Apr 07, 2007 4:29 pm

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

Post by iceport » Thu Feb 08, 2018 7:06 pm

Down 2.56% YTD, as of the market close today.
"Discipline matters more than allocation.” ─William Bernstein

RRAAYY3
Posts: 926
Joined: Thu Jan 17, 2013 12:32 pm

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

Post by RRAAYY3 » Thu Feb 08, 2018 7:11 pm

was up ~ 20% since last March ... now up 5%.

Pretty much lost 15% over these last 2 weeks - whatever, I'll buy more.

quantAndHold
Posts: 3593
Joined: Thu Sep 17, 2015 10:39 pm

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

Post by quantAndHold » Thu Feb 08, 2018 8:22 pm

Still positive for 2018, mostly because I sold out a discretionary position that was up bigly last week, and I haven’t reinvested the cash yet. The timing of the sale was pure luck. I had been holding it until the year rolled over because of tax issues.

Without the lucky trade I would be down 0.5% YTD.

User avatar
Portfolio7
Posts: 708
Joined: Tue Aug 02, 2016 3:53 am

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

Post by Portfolio7 » Thu Feb 08, 2018 8:28 pm

Down .88% for the year as of yesterday close. Our 401ks have proprietary funds that take a while to price, so I'm guessing today's drop was about 1.34%, but it could be more. That would total at least 2.2% down, though maybe 2.5% worst case, as of today. *** Edit, so much for my worst case swag, make that 2.68% down YTD *** 70/30 portfolio.

I've noticed on the down days I don't look quite as closely at the data. There I go being all emotional! :oops: We have a probable ten years to retirement, and we're well within rebalancing bands, so no action is called for. What I want to do is sell fixed income and buy more equities, even though our fixed income is the only thing making money right now.... however, I'm at my risk limit per my mental IPS (I have to get the words on paper). Makes me question if my risk appetite is larger than I realized. Then I think that maybe I just want to retire sooner than I realized!
Last edited by Portfolio7 on Fri Feb 09, 2018 3:11 am, edited 1 time in total.
"An investment in knowledge pays the best interest" - Benjamin Franklin

User avatar
whodidntante
Posts: 7130
Joined: Thu Jan 21, 2016 11:11 pm
Location: outside the echo chamber

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

Post by whodidntante » Thu Feb 08, 2018 8:57 pm

Image

The Casualty
Posts: 88
Joined: Sun Oct 24, 2010 9:09 pm

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

Post by The Casualty » Thu Feb 08, 2018 10:19 pm

Down - 3.01 % YTD

58/42 AA

User avatar
triceratop
Posts: 5838
Joined: Tue Aug 04, 2015 8:20 pm
Location: la la land

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

Post by triceratop » Thu Feb 08, 2018 10:29 pm

whodidntante wrote:
Thu Feb 08, 2018 8:57 pm
<Lucy playing football with Charlie>
How does that make you feel? 5 cents please.

(I'm down 0.77%)
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

MnD
Posts: 4415
Joined: Mon Jan 14, 2008 12:41 pm

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

Post by MnD » Thu Feb 08, 2018 10:35 pm

+0.19%.
Hanging on by a thread! :mrgreen:
On the fixed income side, stable value is trouncing total bond market - Woo Hoo! Finally. :beer
70/30 AA, Global market cap equity. Rebalance if FI <25% or >35%. Weighted ER< .10%. 5% of annual portfolio balance SWR, Proportional (to AA) withdrawals.

User avatar
ruralavalon
Posts: 17135
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

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

Post by ruralavalon » Fri Feb 09, 2018 8:43 am

Asset allocation 50/50.

- 2.86% :( .
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

bgf
Posts: 1177
Joined: Fri Nov 10, 2017 9:35 am

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

Post by bgf » Fri Feb 09, 2018 9:02 am

-3.1% 100% equities
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

LaraZP
Posts: 18
Joined: Sun Apr 21, 2013 4:54 pm

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

Post by LaraZP » Fri Feb 09, 2018 9:10 am

-3.2% approx 60% equities

chuckb84
Posts: 257
Joined: Wed Oct 21, 2015 10:41 am
Location: New Mexico

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

Post by chuckb84 » Fri Feb 09, 2018 9:44 am

-0.9%

40/60 allocation

Sodapop
Posts: 14
Joined: Thu Mar 29, 2012 1:26 pm

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

Post by Sodapop » Fri Feb 09, 2018 9:56 am

- 2.38 % ...74% Equities

Bacchus01
Posts: 3182
Joined: Mon Dec 24, 2012 9:35 pm

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

Post by Bacchus01 » Fri Feb 09, 2018 5:58 pm

About -2.25%

95% equities

MindTheGAAP
Posts: 298
Joined: Fri Jan 31, 2014 12:44 am

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

Post by MindTheGAAP » Fri Feb 09, 2018 6:08 pm

-2.64% - 90% Equities and 60% US/40% Int'l.
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute" - William Feather

RRAAYY3
Posts: 926
Joined: Thu Jan 17, 2013 12:32 pm

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

Post by RRAAYY3 » Fri Feb 09, 2018 6:12 pm

Still up about 7% since last March

YTD - 🤮

Post Reply