What are you up YTD? [Year To Date]

Detroittl · Post by **Detroittl** » Tue Apr 10, 2018 3:37 am

Down 2 percent. 77:23

sanfran2015 · Post by **sanfran2015** » Sun Apr 15, 2018 2:37 pm

Its interesting how this thread was very popular last year in a rising market. Now that the market is down/volatile, people aren't posting their annual gains/losses on this much!

Nova1967 · Post by **Nova1967** » Mon Apr 16, 2018 10:47 am

sanfran2015 wrote: ↑Sun Apr 15, 2018 2:37 pm Its interesting how this thread was very popular last year in a rising market. Now that the market is down/volatile, people aren't posting their annual gains/losses on this much!

Who wants to check their portfolio when your losing money lol

ruralavalon · Post by **ruralavalon** » Mon Apr 16, 2018 11:07 am

Age 72, retired, 50/50 asset allocation.

Best fund so far is Vanguard Total International Stock Index Fund Admiral Shares (VTIAX), up 0.55% year to date.

Total return down 1.17% year to date.

yogesh · Post by **yogesh** » Mon Apr 16, 2018 11:09 am

-0.53 YTD
http://performance.morningstar.com/fund ... ture=en_US
History (03/31/2018) 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 YTD
VFORX -34.53 28.32 15.17 -2.55 15.56 24.37 7.15 -1.59 8.73 20.71 -0.53

Cumulative not bad at all

YTD (Daily)* +0.14%
1 Yr +13.25%
3 Yrs +7.86%
5 Yrs +9.73%
10 Yrs +7.34%

WhyNotUs · Post by **WhyNotUs** » Mon Apr 16, 2018 5:49 pm

Negative 0.56%

I had not been looking expecting it to be worse.

randomizer · Post by **randomizer** » Tue Apr 17, 2018 12:50 am

-0.7% YTD with a 75:25 allocation.

Sheepdog · Post by **Sheepdog** » Tue Apr 17, 2018 1:11 pm

Decided to look and comment......don't know why.
23% stock -0.61% YTD return

gas_balloon · Post by **gas_balloon** » Tue Apr 17, 2018 1:54 pm

-0.4%
84% stocks (70% domestic, 30% international)
16% total bonds

TierArtz · Post by **TierArtz** » Tue Apr 17, 2018 2:12 pm

+0.75% with a 72:28 allocation. Profit on sale of employer stock; Unrealized gain on G-Fund; Unrealized loss on everything else.

Cain · Post by **Cain** » Tue Apr 17, 2018 2:24 pm

I'm actually up 1.4%

Texflier · Post by **Texflier** » Wed Apr 18, 2018 4:53 am

80/20 with 30 in company (bank) stock - pulling back to 10 in company stock in Q3
+3.5% YTD gains

fantasytensai · Post by **fantasytensai** » Wed Apr 18, 2018 8:36 am

Negative 1.8%. My first test!

cfs · Post by **cfs** » Wed Apr 18, 2018 8:45 am

ITR or ITB? My portfolio is ITB.
De-fine ITR = in the red
De-fine ITB = in the black
Good luck y gracias por leer / cfs

Jimbo9911 · Post by **Jimbo9911** » Wed Apr 18, 2018 9:09 am

Negative 0.98% year to date.
60/40 stocks to Bonds.
Jim

kenyan · Post by **kenyan** » Wed Apr 18, 2018 10:16 am

XIRR has me UP 0.09%. Break out the caviar!

With Beardstown math I'm up 4.2% (not annualized).

an_asker · Post by **an_asker** » Wed Apr 18, 2018 10:23 am

kenyan wrote: ↑Wed Apr 18, 2018 10:16 am XIRR has me UP 0.09%. Break out the caviar!

With Beardstown math I'm up 4.2% (not annualized).

Haha! Depending on which day I check, I'm either up or down YTD.

If I use Beardstown logic, I'm always up at least 10%!

ruralavalon · Post by **ruralavalon** » Wed Apr 18, 2018 10:26 am

Age 72, retired, 50/50 asset allocation.

Best fund so far is Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX), total return up 1.94% year to date.

Total return of portfolio down 0.43% year to date.

Mr400meterdash · Post by **Mr400meterdash** » Wed Apr 18, 2018 10:28 am

Up 1.9% as of 4-18-18. I am only in VTSAX right now

Larry2623 · Post by **Larry2623** » Wed Apr 18, 2018 10:51 am

+ about 1%

Pelerus · Post by **Pelerus** » Wed Apr 18, 2018 11:58 am

Q1 2018 Update: +1.24% YTD through March 31.

Almost exactly on track for 5% annual, which is my 2018 target.

Portfolio this year is defensive, with limited use of leverage, overweight cash, diminutive equity exposure, conservative alternatives positions, hedges in place, and some late cycle plays (e.g. commodities).

That being said, 5% return is not bad for a 33% cash & equivalents portfolio!

Doom&Gloom · Post by **Doom&Gloom** » Wed Apr 18, 2018 1:50 pm

-0.5% through yesterday.
55/40/5

The 5% REIT hurt. For this period. It accounted for almost all of the drop. Tomorrow is another day

cfs · Post by **cfs** » Thu May 31, 2018 8:13 pm

End of May 2018, my portfolio remains ITB or in the black made good progress this month, and hopefully YOU are doing fine. Good luck y gracias por leer / cfs

ruralavalon · Post by **ruralavalon** » Thu May 31, 2018 8:42 pm

Age 72, retired, asset allocation 50/50

Total return year to date = minus 0.22% per Morningstar Portfolio Manager, or minus 0.29% per Vanguard Personal Performance.

Best fund so far is Vanguard Small-cap Value Index Fund Admiral Shares VSIAX), total return up 2.73% year to date.

PhilosophyAndrew · Post by **PhilosophyAndrew** » Thu May 31, 2018 10:03 pm

5/31/18: +0.6% ytd
Approx 80/20 with 50/50 equity split.

Andy.

md&pharmacist · Post by **md&pharmacist** » Thu May 31, 2018 10:47 pm

Oh my. After checking today, my hand picked 10 fund actively managed portfolio is up 9.5% YTD. Only 1 of the 10 has a negative performance. I feel sad for all those that believe such market out-performance with all this diversification is not possible or, at best, pure luck. That's a lot of the more vocal ones here. I do feel a bit of guilt.

PhilosophyAndrew · Post by **PhilosophyAndrew** » Thu May 31, 2018 11:19 pm

md&pharmacist wrote: ↑Thu May 31, 2018 10:47 pm Oh my. After checking today, my hand picked 10 fund actively managed portfolio is up 9.5% YTD. Only 1 of the 10 has a negative performance. I feel sad for all those that believe such market out-performance with all this diversification is not possible or, at best, pure luck. That's a lot of the more vocal ones here. I do feel a bit of guilt.

Congratulationss. But are you truly so perturbed that poster s to the Bogleheads investor forum tend to support the Boglehead investment philosophy over your contrary view?

That philosophy does not imply that it is impossible to reach financial independence by investing as you do, but it does provide reasons for preferring to make a different choice than you have.

Andy.

stemikger · Post by **stemikger** » Thu May 31, 2018 11:41 pm

5/31/18 -0.85% (60/40) Vanguard Institutional Index Fund and Blackrock U.S. Debt Index Fund

JoMoney · Post by **JoMoney** » Thu May 31, 2018 11:59 pm

Pretty much matching that of the S&P 500, which is what my investments are in (ignoring some savings in bank and savings bonds).

GoldenFinch · Post by **GoldenFinch** » Fri Jun 01, 2018 4:29 am

md&pharmacist wrote: ↑Thu May 31, 2018 10:47 pm Oh my. After checking today, my hand picked 10 fund actively managed portfolio is up 9.5% YTD. Only 1 of the 10 has a negative performance. I feel sad for all those that believe such market out-performance with all this diversification is not possible or, at best, pure luck. That's a lot of the more vocal ones here. I do feel a bit of guilt.

We all have different asset allocations and investments. Also some are accumulating (buying) and some are drawing down (selling) so we all have different returns. (We also don’t all use the same metric to report our returns as has been discussed previously.) This thread is purely about sharing the percent one is up year to date and maybe info about how it’s invested.

It’s about sharing more than comparing.

Congrats on you nice returns!

chipperd · Post by **chipperd** » Fri Jun 01, 2018 5:03 am

6/1/18: Down .009%
56% stocks (13% intl)
36% bonds
8% M.M.

Captain Haddock · Post by **Captain Haddock** » Fri Jun 01, 2018 5:06 am

New investor and new forum member here. Happy to say that my account is up 12.1% YTD despite taking a beating yesterday.

My portfolio is a blend of carefully chosen market leader equities (50%) anchored by some index funds (25%) plus a few speculative plays and commodities.

Update: After Friday's trading session, I'm up 17%.

schachtw · Post by **schachtw** » Fri Jun 01, 2018 5:42 am

AA: 50% equities 48% bonds 2% cash

As of yesterday, even for the year.
Portfolio comprised of all VG MFs & ETFs.

PNWAbroad · Post by **PNWAbroad** » Fri Jun 01, 2018 7:16 am

It's been a tame year for me which is just fine after the ridiculous growth of the past several. Here's a look:

Schwab Intelligent Portfolio - Taxable (73% Equity, 11% Bonds, 5% Commodities, 11% cash (!)): +0.26% YTD
Schwab Intelligent Portfolio - Roth (93% Equity, 7% Cash): +0.43% YTD
Thrift Savings Plan - Roth (L2050 - 82% Equity, 18% Bonds): +0.9% YTD

jehovasfitness · Post by **jehovasfitness** » Fri Jun 01, 2018 7:27 am

2-3% across plans

bgf · Post by **bgf** » Fri Jun 01, 2018 7:45 am

hmmm... my spreadsheet says that I am up YTD by 0.46% using =SUM(((1+XIRR(A3:A19,B3:B19,10%))^(((DATE(2018,5,31)-(DATE(2017,12,29)))/365))-1))

what is odd is that the amount of my total contributions YTD (no withdrawals) is greater than the difference between my current portfolio value and the starting value...

so... is that odd to anyone? did i make a mistake somewhere in setting up the calculation?

i benchmark my portfolio against a portfolio of 100% VT and mirror all contributions and transactions. my portfolio is currently underperforming VT by ~1%. at the end of Q1, i was outperforming the benchmark by ~0.4%. my actual portfolio tracks the VT benchmark pretty closely, despite having increased fees and expenses.

MnD · Post by **MnD** » Fri Jun 01, 2018 9:54 am

+1.09%
37% US stock, 33% ex-US stock, 20% stable value, 10% active global bond

new2bogle · Post by **new2bogle** » Fri Jun 01, 2018 10:03 am

+0.8 % as of this morning. 90/10 allocation with some tilt to small caps and about 10-15% international stock (exclusive of whatever intl allocation is in my 2045 retirement fund).

stimulacra · Post by **stimulacra** » Fri Jun 01, 2018 10:12 am

YTD for 2018: 2.2%
Allocation: 70% stocks, 25% bonds, 5% gold

btr · Post by **btr** » Sat Jun 02, 2018 11:57 am

2018 YTD = 1.84%

My portfolio is 80% stocks, 20% bonds, with a little cash left for dip buying. Most of my spare cash was used on the dip on 4/2. I didn't know it until I got home, but 6 or 7 of my buy limit orders were triggered that day.

Edit: BTW, I don't really use PER's. My return calculations just use the final closing prices minus any contributions. I also don't consider cash as part of my portfolio, as sometimes it mingles with my emergency funds, depending on when ESPP rolls around.

Sandi_k · Post by **Sandi_k** » Sat Jun 02, 2018 12:15 pm

2018 YTD: 3.02%

Portfolio AA: 68% US Index funds, 15% Int'l Index funds, 17% TIPS and cash

dwickenh · Post by **dwickenh** » Sat Jun 02, 2018 12:24 pm

- .25% with 37% total US, 13% International, 47% bonds, 3% cash.

foo.c · Post by **foo.c** » Sat Jun 02, 2018 12:32 pm

My active account is up 12.91% as of Friday according to personal capital. Had a really good January, and then doubled my original investment in UVXY when the VIX spiked. Since then my success has been trending down, but I made around 3% back Friday which helped the numbers a lot.

Cpadave · Post by **Cpadave** » Sat Jun 02, 2018 12:38 pm

+1.3% total return( include interest and Div). Portfolio is about 60% equity and 40% fixed income. Had few bad etf like Vanguard High Div in the mixed that lowered the performance. Plan to go to VTI when my tax situation allows.

btr · Post by **btr** » Sat Jun 02, 2018 12:48 pm

bgf wrote: ↑Fri Jun 01, 2018 7:45 am hmmm... my spreadsheet says that I am up YTD by 0.46% using =SUM(((1+XIRR(A3:A19,B3:B19,10%))^(((DATE(2018,5,31)-(DATE(2017,12,29)))/365))-1))

what is odd is that the amount of my total contributions YTD (no withdrawals) is greater than the difference between my current portfolio value and the starting value...

so... is that odd to anyone? did i make a mistake somewhere in setting up the calculation?

i benchmark my portfolio against a portfolio of 100% VT and mirror all contributions and transactions. my portfolio is currently underperforming VT by ~1%. at the end of Q1, i was outperforming the benchmark by ~0.4%. my actual portfolio tracks the VT benchmark pretty closely, despite having increased fees and expenses.

I'm not sure if your formulas are right. I just starting using Morningstar's free (with the option to buy X-Ray) Portfolio tracker about a month ago, and its calculations are nearly the same as my spreadsheet. Over the course of a year, I'll see if they start to diverge by a substantial amount.

It's pretty cool that you can update the Morningstar portfolio to add dividends and newly bought shares.

rick2427 · Post by **rick2427** » Sun Jun 03, 2018 8:34 pm

+1.68% YTD 70/22/8 (stock/Bond/Cash)

md&pharmacist · Post by **md&pharmacist** » Sun Jun 03, 2018 8:42 pm

Captain Haddock wrote: ↑Fri Jun 01, 2018 5:06 am New investor and new forum member here. Happy to say that my account is up 12.1% YTD despite taking a beating yesterday.

My portfolio is a blend of carefully chosen market leader equities (50%) anchored by some index funds (25%) plus a few speculative plays and commodities.

Update: After Friday's trading session, I'm up 17%.

Spectacular! Love to see those who are not scared of going after this degree of success/out-performance. Just make sure you are comfortably diversified to stomach a longer downturn.

md&pharmacist · Post by **md&pharmacist** » Sun Jun 03, 2018 8:44 pm

foo.c wrote: ↑Sat Jun 02, 2018 12:32 pm My active account is up 12.91% as of Friday according to personal capital. Had a really good January, and then doubled my original investment in UVXY when the VIX spiked. Since then my success has been trending down, but I made around 3% back Friday which helped the numbers a lot.

Great job! Keep it diversified in the stronger sectors.

stemikger · Post by **stemikger** » Sun Jun 03, 2018 9:42 pm

60/40 rebalanced YTD +1.05

Personal rate of return from 05/01/2017 to 05/31/2018 is 10.78%

Garco · Post by **Garco** » Sun Jun 03, 2018 11:25 pm

1. In my main retirement acct. (403b): +3.00% ytd. thru June 1, 2018.
2. Asset allocation ~45% equities, 10% CRE, remainder in FI.

I'm in retirement mode, as reflected in conservative allocation. Living on SS + RMD's as well drawing some income from int. and div. in a taxable investment account.