What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Detroittl
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Re: What are you up YTD? [Year To Date]

Post by Detroittl »

Down 2 percent. 77:23
sanfran2015
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Re: What are you up YTD? [Year To Date]

Post by sanfran2015 »

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

Post by Nova1967 »

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

Post by ruralavalon »

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.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started
yogesh
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Re: What are you up YTD? [Year To Date]

Post by yogesh »

-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%
Emergency: FDIC | Taxable: VTMFX | Retirement: TR2040
WhyNotUs
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Re: What are you up YTD? [Year To Date]

Post by WhyNotUs »

Negative 0.56%

I had not been looking expecting it to be worse.
I own the next hot stock- VTSAX
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randomizer
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Re: What are you up YTD? [Year To Date]

Post by randomizer »

-0.7% YTD with a 75:25 allocation.
87.5:12.5, EM tilt — HODL the course!
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Sheepdog
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Re: What are you up YTD? [Year To Date]

Post by Sheepdog »

Decided to look and comment......don't know why.
23% stock -0.61% YTD return
All that truly matters in the end is that you loved.
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gas_balloon
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Re: What are you up YTD? [Year To Date]

Post by gas_balloon »

-0.4%
84% stocks (70% domestic, 30% international)
16% total bonds
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TierArtz
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Re: What are you up YTD? [Year To Date]

Post by TierArtz »

+0.75% with a 72:28 allocation. Profit on sale of employer stock; Unrealized gain on G-Fund; Unrealized loss on everything else.
Cain
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Re: What are you up YTD? [Year To Date]

Post by Cain »

I'm actually up 1.4%
Texflier
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Re: What are you up YTD? [Year To Date]

Post by Texflier »

80/20 with 30 in company (bank) stock - pulling back to 10 in company stock in Q3
+3.5% YTD gains
fantasytensai
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Re: What are you up YTD? [Year To Date]

Post by fantasytensai »

Negative 1.8%. My first test!
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cfs
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Re: What are you up YTD? [Year To Date]

Post by cfs »

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
~ Member of the Active Retired Force since 2014 ~
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Jimbo9911
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Re: What are you up YTD? [Year To Date]

Post by Jimbo9911 »

Negative 0.98% year to date.
60/40 stocks to Bonds.
Jim
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kenyan
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Re: What are you up YTD? [Year To Date]

Post by kenyan »

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

With Beardstown math I'm up 4.2% (not annualized).
Retirement investing is a marathon.
an_asker
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Re: What are you up YTD? [Year To Date]

Post by an_asker »

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

Post by ruralavalon »

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.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started
Mr400meterdash
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Re: What are you up YTD? [Year To Date]

Post by Mr400meterdash »

Up 1.9% as of 4-18-18. I am only in VTSAX right now
Larry2623
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Re: What are you up YTD? [Year To Date]

Post by Larry2623 »

+ about 1%
Pelerus
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Re: What are you up YTD? [Year To Date]

Post by Pelerus »

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!
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Doom&Gloom
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Re: What are you up YTD? [Year To Date]

Post by Doom&Gloom »

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

Post by cfs »

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
~ Member of the Active Retired Force since 2014 ~
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ruralavalon
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Re: What are you up YTD? [Year To Date]

Post by ruralavalon »

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.
Last edited by ruralavalon on Fri Jun 01, 2018 10:32 am, edited 1 time in total.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started
PhilosophyAndrew
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Re: What are you up YTD? [Year To Date]

Post by PhilosophyAndrew »

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

Andy.
md&pharmacist
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Re: What are you up YTD? [Year To Date]

Post by md&pharmacist »

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. :-( :-( :-( :shock: :shock: :shock: :confused :confused :confused
PhilosophyAndrew
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Re: What are you up YTD? [Year To Date]

Post by PhilosophyAndrew »

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. :-( :-( :-( :shock: :shock: :shock: :confused :confused :confused
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.
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stemikger
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Re: What are you up YTD? [Year To Date]

Post by stemikger »

5/31/18 -0.85% (60/40) Vanguard Institutional Index Fund and Blackrock U.S. Debt Index Fund
Choose Simplicity ~ Stay the Course!! ~ Press on Regardless!!!
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JoMoney
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Re: What are you up YTD? [Year To Date]

Post by JoMoney »

Pretty much matching that of the S&P 500, which is what my investments are in (ignoring some savings in bank and savings bonds).
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GoldenFinch
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Re: What are you up YTD? [Year To Date]

Post by GoldenFinch »

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. :-( :-( :-( :shock: :shock: :shock: :confused :confused :confused
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. :sharebeer

Congrats on you nice returns!
chipperd
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Re: What are you up YTD? [Year To Date]

Post by chipperd »

6/1/18: Down .009%
56% stocks (13% intl)
36% bonds
8% M.M.
"A portfolio is like a bar of soap, the more it's handled, the less there is." Dr. William Bernstein
Captain Haddock
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Re: What are you up YTD? [Year To Date]

Post by Captain Haddock »

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%.
Last edited by Captain Haddock on Sat Jun 02, 2018 3:41 am, edited 2 times in total.
schachtw
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Re: What are you up YTD? [Year To Date]

Post by schachtw »

AA: 50% equities 48% bonds 2% cash

As of yesterday, even for the year.
Portfolio comprised of all VG MFs & ETFs.
PNWAbroad
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Re: What are you up YTD? [Year To Date]

Post by PNWAbroad »

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

Post by jehovasfitness »

2-3% across plans
bgf
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Re: What are you up YTD? [Year To Date]

Post by bgf »

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.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"
MnD
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Re: What are you up YTD? [Year To Date]

Post by MnD »

+1.09%
37% US stock, 33% ex-US stock, 20% stable value, 10% active global bond
70/30 AA for life, Global market cap equity. Rebalance if fixed income <25% or >35%. Weighted ER< .10%. 5% of annual portfolio balance SWR, Proportional (to AA) withdrawals.
new2bogle
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Re: What are you up YTD? [Year To Date]

Post by new2bogle »

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

Post by stimulacra »

YTD for 2018: 2.2%
Allocation: 70% stocks, 25% bonds, 5% gold
btr
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Re: What are you up YTD? [Year To Date]

Post by btr »

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

Post by Sandi_k »

2018 YTD: 3.02%

Portfolio AA: 68% US Index funds, 15% Int'l Index funds, 17% TIPS and cash
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dwickenh
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Re: What are you up YTD? [Year To Date]

Post by dwickenh »

- .25% with 37% total US, 13% International, 47% bonds, 3% cash.
The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.” | — Warren Buffett
foo.c
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Re: What are you up YTD? [Year To Date]

Post by foo.c »

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

Post by Cpadave »

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

Post by btr »

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

Post by rick2427 »

+1.68% YTD 70/22/8 (stock/Bond/Cash)
md&pharmacist
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Re: What are you up YTD? [Year To Date]

Post by md&pharmacist »

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

Post by md&pharmacist »

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

Post by stemikger »

60/40 rebalanced YTD +1.05

Personal rate of return from 05/01/2017 to 05/31/2018 is 10.78%
Choose Simplicity ~ Stay the Course!! ~ Press on Regardless!!!
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Garco
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Re: What are you up YTD? [Year To Date]

Post by Garco »

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.
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