What are you up YTD? [Year To Date]

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

Post by Captain Haddock » Mon Jun 04, 2018 1:39 am

md&pharmacist wrote:
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.
Thank you for the kind words. My portfolio is a bit high-risk at the moment, and I'm trying to decide whether to round it out with bonds or REITs. Once everything is set up the way I want it, I might add a "second portfolio" with a more defensive allocation system I've been backtesting — a basket of country-specific index funds that are individually replaced with TLT during downturns. Portfolio Visualizer says it would have beat the S&P 500 over the past 15 years with minimal drawdowns.

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

Post by bgf » Mon Jun 04, 2018 8:04 am

Captain Haddock wrote:
Mon Jun 04, 2018 1:39 am
md&pharmacist wrote:
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.
Thank you for the kind words. My portfolio is a bit high-risk at the moment, and I'm trying to decide whether to round it out with bonds or REITs. Once everything is set up the way I want it, I might add a "second portfolio" with a more defensive allocation system I've been backtesting — a basket of country-specific index funds that are individually replaced with TLT during downturns. Portfolio Visualizer says it would have beat the S&P 500 over the past 15 years with minimal drawdowns.
REITs are volatile like equities. no guarantee that they will be uncorrelated in the future. in fact, there's a good chance the correlation between equities and REITs will be pretty strong.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

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willthrill81
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Re: What are you up YTD? [Year To Date]

Post by willthrill81 » Mon Jun 04, 2018 2:48 pm

FWIW, I'm up 6.04% this year according to Personal Capital.
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integrity
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Re: What are you up YTD? [Year To Date]

Post by integrity » Mon Jun 04, 2018 3:31 pm

Up 0.94% YTD. Thought it would be worse. I was scared to look.

michaeljc70
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Re: What are you up YTD? [Year To Date]

Post by michaeljc70 » Mon Jun 04, 2018 4:01 pm

4.6%. 75/25 AA.

Edit: That is annualized (done in Quicken). So it is probably more like half that.

International bonds have helped cushion the negative returns of domestic.
Last edited by michaeljc70 on Sat Jun 09, 2018 9:53 am, edited 2 times in total.

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

Post by ruralavalon » Mon Jun 04, 2018 8:27 pm

Age 72, retired, asset allocation 50/50

Volatility strikes again, back in positive territory :) .

Total return year to date = plus 0.31% per Morningstar Portfolio Manager, or plus 0.19% per Vanguard Personal Performance.

Best fund so far is Vanguard Small-cap Value Index Fund Admiral Shares VSIAX), total return up 3.93% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by Pelerus » Tue Jun 05, 2018 6:47 pm

+2.09% through May 31, right on track for the 5% p.a. 2018 target.

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

Post by foo.c » Fri Jun 08, 2018 9:28 am

According to personal capital:

+13.46% in my actively traded play pen
+1.38% in the Schwab robo portfolio

Everywhere else is basically flat. The play pen isn't really worth that much, it just keeps me mentally occupied and stops me from actively trading stuff with more zeroes involved.

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

Post by randomizer » Wed Jun 27, 2018 10:04 pm

Sadly, halfway through the year and S&P 500 (VFIAX) is only up +2.0% YTD. International (eg. VFWAX — FTSE All-World ex-US) is down -1.77% YTD.
87.5:12.5, EM tilt — HODL the course!

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

Post by TravelforFun » Wed Jun 27, 2018 10:15 pm

Up 7.9% to date. At one point this year, I was up near 13%. Portfolio includes a mixture of individual stocks, stock and nob mutual funds, and money market.

TravelforFun

CarpeDiem22
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Re: What are you up YTD? [Year To Date]

Post by CarpeDiem22 » Thu Jun 28, 2018 12:33 am

With contributions: 16.7%
Without contributions: No idea (I track XIRR till date, slicing it across assets, but not across time).

Disclaimer:
1. Since beginning portfolio is small, YTD up in % is high.
2. This is as on May'18 end, and excludes my June salary and 6 months of arrears of yearly raise due in 2 days (things get executed a little slowly in emerging market countries)

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

Post by cookymonster » Thu Jun 28, 2018 6:55 am

down to +0.06%, pretty much a nothingburger.

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

Post by foo.c » Thu Jun 28, 2018 7:04 am

My active account is up 12.5% YTD. Sold my remaining UVXY yesterday and am 100% cash there now. It's getting harder to win and I think should probably quit while I'm ahead.

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

Post by MnD » Sat Jun 30, 2018 8:40 am

A whopping +0.40% IRR at the mid-year point.
70/30, global market cap on equities, stable value and active global bond on fixed income.
Weighted portfolio ER .11%

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

Post by Tanelorn » Sat Jun 30, 2018 8:47 am

The S&P500 is up about 3% while bond indexes are down about -2%, as first half of the year. As such, a 60/40 portfolio would be up about 0.6% YTD. You can multiply by your AA to see your personal benchmark.

For equity indexes you can see how they did this year in the chart below. Compared to the S&P500, tech and smaller US stocks did better, while foreign and emerging market stocks did worse.

http://quotes.morningstar.com/chart/fun ... 2%3A955%7D
foo.c wrote:
Thu Jun 28, 2018 7:04 am
My active account is up 12.5% YTD. Sold my remaining UVXY yesterday and am 100% cash there now. It's getting harder to win and I think should probably quit while I'm ahead.
Nice job with your active account.

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

Post by dwickenh » Sat Jun 30, 2018 8:57 am

ruralavalon wrote:
Mon Jun 04, 2018 8:27 pm
Age 72, retired, asset allocation 50/50

Volatility strikes again, back in positive territory :) .

Total return year to date = plus 0.31% per Morningstar Portfolio Manager, or plus 0.19% per Vanguard Personal Performance.

Best fund so far is Vanguard Small-cap Value Index Fund Admiral Shares VSIAX), total return up 3.93% year to date.
I have the same AA as you, but have a .49% loss due to Wellesley having a rough time this year. I have about 20% of my portfolio
in Wellesley in my IRA. It did a little over 10% last year but the bonds are negative and the Large value stocks are not climbing like the rest of the
market. It is a long term holding so no changes- staying the course.
The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.” | — Warren Buffett

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

Post by ruralavalon » Sat Jun 30, 2018 9:47 am

Age 72, retired, our asset allocation is 50/50.

Portfolio total return is down 0.33% at mid year.

Best fund so far is Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) total return up 3.38%.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by ProfLA » Sat Jun 30, 2018 9:58 am

I reviewed (quickly so mea culpa if I missed anything) one full year of posts on this thread and 14/14 stock pickers reported beating, (usually smashing) equity indices. Apparently this thread thoroughly disproves the Boglehead dictum that it is folly to try to outperform the markets. Time to sell all my ETF's and start picking stocks (or bitcoin)?

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

Post by ProfLA » Sat Jun 30, 2018 10:01 am

tolerable2323 wrote:
Mon Sep 04, 2017 12:25 am
Dont feel upset if/when theirs a bear market a lot of ppl are going to proudly show there 30/70 -0/100 allocation.
I think the foil to my post immediately above is somewhere in this excellent prediction :D :D

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

Post by moshe » Sat Jun 30, 2018 12:17 pm

YTD: +0.04 XIRR

Currently 59% (76%/24% US/XUS)/ 41 % (US)

including 5% ST Cash/ T-Bills

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

Post by btr » Sat Jun 30, 2018 12:23 pm

Total Return YTD: +.97%
Total Return for June: -.12%
AA: 80/20

Still trying to tweak my young portfolio, like slowly adding Mid Caps, Intl Small Caps, etc. I'm sure this is hurting my short-term returns a little -- buying even when a fund is doing well, and conversely, not buying funds when they aren't doing well.

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

Post by ruralavalon » Sat Jun 30, 2018 12:48 pm

ProfLA wrote:
Sat Jun 30, 2018 9:58 am
I reviewed (quickly so mea culpa if I missed anything) one full year of posts on this thread and 14/14 stock pickers reported beating, (usually smashing) equity indices. Apparently this thread thoroughly disproves the Boglehead dictum that it is folly to try to outperform the markets. Time to sell all my ETF's and start picking stocks (or bitcoin)?
Apparently stock pickers who don't do well compared to indexing keep it to themselves.
Last edited by ruralavalon on Sat Jun 30, 2018 1:31 pm, edited 1 time in total.
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Doom&Gloom
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Re: What are you up YTD? [Year To Date]

Post by Doom&Gloom » Sat Jun 30, 2018 12:58 pm

55/40/5
Stocks/Bonds/REIT
Sliced & Diced

-0.1 YTD

*Boringgggg

*Not that there is anything wrong with that.

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

Post by purpleKatz » Sat Jun 30, 2018 1:11 pm

100% Stock
-2.4% YTD - almost entirely due to emerging markets. Oh well!

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

Post by samuck » Sat Jun 30, 2018 4:21 pm

ruralavalon wrote:
Sat Jun 30, 2018 12:48 pm
ProfLA wrote:
Sat Jun 30, 2018 9:58 am
I reviewed (quickly so mea culpa if I missed anything) one full year of posts on this thread and 14/14 stock pickers reported beating, (usually smashing) equity indices. Apparently this thread thoroughly disproves the Boglehead dictum that it is folly to try to outperform the markets. Time to sell all my ETF's and start picking stocks (or bitcoin)?
Apparently stock pickers who don't do well compared to indexing keep it to themselves.
So what is the point of this thread? Does not seem very helpful...

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

Post by Nicolas » Sat Jun 30, 2018 5:02 pm

Deleted
Last edited by Nicolas on Wed Sep 05, 2018 8:48 pm, edited 1 time in total.

Engineer250
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Re: What are you up YTD? [Year To Date]

Post by Engineer250 » Sat Jun 30, 2018 5:15 pm

100% stock, 50/50 US/International. Personal Capital says up 1.7%. My emerging markets is a little below market weight thanks to TSP I Fund, and I was in REIT and G Fund at small percentages earlier this year before simplifying and getting out. Google says a 50/50 US/International with the two vanguard funds would be up 0.5% for the year? So I guess I got out ahead but that wasn't my goal. Happy to be simplified now, even if it means a 1% difference below market. Although I don't know if those google numbers include dividends and probably my personal capital numbers do. So maybe I just about broke even with what I wanted.
Where the tides of fortune take us, no man can know.

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

Post by camper » Sat Jun 30, 2018 5:16 pm

80/20

XIRR -0.01%

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

Post by livesoft » Sat Jun 30, 2018 5:20 pm

samuck wrote:
Sat Jun 30, 2018 4:21 pm
So what is the point of this thread? Does not seem very helpful...
That is a good question. I think most people actually don't calculate their portfolio performance correctly anyways. But I do think one should compare the performance of their portfolio to a suitable benchmark. That would require one to calculate their portfolio performance correctly and to select a suitable benchmark.
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ProfLA
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Re: What are you up YTD? [Year To Date]

Post by ProfLA » Sat Jun 30, 2018 5:23 pm

samuck wrote:
Sat Jun 30, 2018 4:21 pm
ruralavalon wrote:
Sat Jun 30, 2018 12:48 pm
ProfLA wrote:
Sat Jun 30, 2018 9:58 am
I reviewed (quickly so mea culpa if I missed anything) one full year of posts on this thread and 14/14 stock pickers reported beating, (usually smashing) equity indices. Apparently this thread thoroughly disproves the Boglehead dictum that it is folly to try to outperform the markets. Time to sell all my ETF's and start picking stocks (or bitcoin)?
Apparently stock pickers who don't do well compared to indexing keep it to themselves.
So what is the point of this thread? Does not seem very helpful...
Well this thread may serve a purpose for some, but it is obviously not a meaningful source of information for the evaluation of your own portfolio's performance. I thought there might be one person who admits to underperforming as a result of picking stocks or active trading but going back a year I did not see any and I did not really want to keep going.

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

Post by ProfLA » Sat Jun 30, 2018 5:24 pm

livesoft wrote:
Sat Jun 30, 2018 5:20 pm
samuck wrote:
Sat Jun 30, 2018 4:21 pm
So what is the point of this thread? Does not seem very helpful...
That is a good question. I think most people actually don't calculate their portfolio performance correctly anyways. But I do think one should compare the performance of their portfolio to a suitable benchmark. That would require one to calculate their portfolio performance correctly and to select a suitable benchmark.
So well said, as usual. Thanks Livesoft.

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

Post by livesoft » Sat Jun 30, 2018 5:32 pm

ProfLA wrote:
Sat Jun 30, 2018 5:23 pm
Well this thread may serve a purpose for some, but it is obviously not a meaningful source of information for the evaluation of your own portfolio's performance. I thought there might be one person who admits to underperforming as a result of picking stocks or active trading but going back a year I did not see any and I did not really want to keep going.
OK, my portfolio of about 60% equities and 40% fixed income underperformed a 60/40 benchmark consisting of 100% Vanguard Balanced Index fund VBIAX. That benchmark has no allocation to international equities while my portfolio has a hefty allocation to international equities. So the reason for underperformance I think was international equites in my portfolio. We can see that the Vanguard Total International Stock Index fund lost money so for YTD. OTOH my portfolio outperformed the Vanguard LifeStrategy Moderate Growth fund which also has a 60/40 asset allocation, but a chunk of the 60 is in international equities. Both these Vanguard funds are basically passively-managed low-expense ratio index funds.

If my portfolio had trailed all such 60/40 benchmarks, then I would be worried that I was tinkering too much with the portfolio or had fallen into some behavioral finance traps.
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oldzey
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Re: What are you up YTD? [Year To Date]

Post by oldzey » Sat Jun 30, 2018 5:47 pm

Up 4.32% YTD.
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

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

Post by sir_throckmorton » Sat Jun 30, 2018 6:00 pm

Retirement accounts +0.86% YTD

In more exciting news, my student loans are -8.56% YTD :)

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

Post by jminv » Sat Jun 30, 2018 6:13 pm

16.41% YTD.

I stock pick for fun but poster above is correct, you generally only see stock pickers who are up replying and in any case the population on BH that does stock pick is low to begin with.

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Portfolio7
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Re: What are you up YTD? [Year To Date]

Post by Portfolio7 » Sat Jun 30, 2018 6:45 pm

0.58% YTD as of the end of June. 70/30. This is a great thread. The longer it goes, the more I feel the pointlessness of it, and the less desire I have to compare to any other returns. Anyways, like Greg Maddux once said to George Will, the past is history (the future is perfect :wink: .)
An investment in knowledge pays the best interest.

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

Post by hmw » Sat Jun 30, 2018 9:34 pm

up 2.95% YTD

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

Post by Chris K Jones » Sat Jun 30, 2018 10:12 pm

Practically zero. Down .02%!

My portfolio is 57% domestic stocks, 18% international and 25% domestic bonds.
Last edited by Chris K Jones on Sun Jul 01, 2018 9:23 am, edited 1 time in total.

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

Post by Just sayin... » Sat Jun 30, 2018 11:00 pm

44% Domestic Stock, 9% International Stock, 47% Bonds: up 1.0% YTD as calculated by the Bogleheads returns spreadsheet v1.9.

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

Post by ignition » Sun Jul 01, 2018 5:49 am

jminv wrote:
Sat Jun 30, 2018 6:13 pm
16.41% YTD.

I stock pick for fun but poster above is correct, you generally only see stock pickers who are up replying and in any case the population on BH that does stock pick is low to begin with.
Is that your total portfolio or only your fun portfolio?

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

Post by livesoft » Sun Jul 01, 2018 5:52 am

ignition wrote:
Sun Jul 01, 2018 5:49 am
jminv wrote:
Sat Jun 30, 2018 6:13 pm
16.41% YTD.

I stock pick for fun but poster above is correct, you generally only see stock pickers who are up replying and in any case the population on BH that does stock pick is low to begin with.
Is that your total portfolio or only your fun portfolio?
What if it was their total portfolio? But their total portfolio value was under $10,000?

I suppose we might see a retiree with a $5,000,000 portfolio value and a return of over 10% YTD, but I'm not holding my breath.
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jminv
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Re: What are you up YTD? [Year To Date]

Post by jminv » Sun Jul 01, 2018 6:34 am

ignition wrote:
Sun Jul 01, 2018 5:49 am
jminv wrote:
Sat Jun 30, 2018 6:13 pm
16.41% YTD.

I stock pick for fun but poster above is correct, you generally only see stock pickers who are up replying and in any case the population on BH that does stock pick is low to begin with.
Is that your total portfolio or only your fun portfolio?
It is my total portfolio.

To address the post immediately above this, the portfolio is not 10k. It's also not 5 mil, but close.

hilink73
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Re: What are you up YTD? [Year To Date]

Post by hilink73 » Sun Jul 01, 2018 7:24 am

Let me join in.

Equity only portfolio (large cap blend and small cap value) with currently 29% North America, 29% International (Europe, AsiaPacific) and 42% Emerging Markets.

TTWRR: -2.4% since beginning of 2018. Ooops. ;-)

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

Post by Cpadave » Sun Jul 01, 2018 7:58 am

Total return (includes Income) is 2.79% ytd. About 60% equity and 40% FI. I manage my own fixed income portfolio which has done better than market however my stock portfolio under performed because of some allocation to SPLV ans Vanguard High Div

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

Post by ruralavalon » Sun Jul 01, 2018 8:09 am

InvestorNewb wrote:
Tue Aug 26, 2014 10:19 am
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%
This is the original point to this thread, simply to share performance compared to asset allocation.


A secondary point may be that people could learn how to compute portfolio return.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by Cpadave » Sun Jul 01, 2018 8:20 am

I think the total return is a much better measure of performance. I get my number from quicken which I have verified to be correct.

ruralavalon wrote:
Sun Jul 01, 2018 8:09 am
InvestorNewb wrote:
Tue Aug 26, 2014 10:19 am
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%
This is the original point to this thread, simply to share performance compared to asset allocation.


A secondary point may be that people could learn how to compute portfolio return.

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

Post by bgf » Sun Jul 01, 2018 9:52 am

purpleKatz wrote:
Sat Jun 30, 2018 1:11 pm
100% Stock
-2.4% YTD - almost entirely due to emerging markets. Oh well!
i'm in a similar situation.

100% stock
-1.76%

i overweight emerging markets (20%) and some of my individual stocks are underperforming VTI so far this year. im trailing my benchmark VT portfolio by ~1.6%.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

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

Post by Mursili » Sun Jul 01, 2018 11:20 am

livesoft wrote:
Sat Jun 30, 2018 5:20 pm
That is a good question. I think most people actually don't calculate their portfolio performance correctly anyways. But I do think one should compare the performance of their portfolio to a suitable benchmark. That would require one to calculate their portfolio performance correctly and to select a suitable benchmark.
This makes me think of Han Solo's line - "I don't know. I can imagine quite a bit!" I think I will take that as my benchmark. YTD I am well below my benchmark for sure, but I don't have the time to figure out my actual performance. I don't think that is a healthy exercise. I do know that my future performance will closely track the weighted performance of the US and global equity markets and the US fixed income market (60/40).
When it comes to havoc, no one wreaks like me! - Dr. Heinz Doofenshmirtz

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

Post by livesoft » Sun Jul 01, 2018 11:24 am

Mursili wrote:
Sun Jul 01, 2018 11:20 am
I do know that my future performance will closely track the weighted performance of the US and global equity markets and the US fixed income market (60/40).
While that may be true, I think many people with index fund portfolios do strange things and underperform the weighted performance of such a benchmark. The reasons are behavioral.
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rgs92
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Re: What are you up YTD? [Year To Date]

Post by rgs92 » Sun Jul 01, 2018 11:29 am

VBIAX (vanguard balanced index admiral) is up almost exactly 1% ytd today. (Just to provide a benchmark.)
That would be exactly the first half of 2018.

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