What are you up YTD? [Year To Date]
Re: What are you up YTD? [Year To Date]
up 17%, 65/35, w/ merriman UBH
Re: What are you up YTD? [Year To Date]
YTD (30 September 2021) returns of a few 60/40 funds for your viewing pleasure:
+06.15% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
+08.26% VBIAX Vanguard Balanced Index fund, has US only and no international
+08.85% DGSIX, DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
Once again, the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
+34.02% AVUV Avantis US Small Cap Value ETF
+09.22% MTUM iShares MSCI USA Momentum Factor ETF
+15.17% VTSAX Vanguard Total US Stock Market
+06.38% VTIAX Vanguard Total International Stock Market
-01.58% VBTLX Vanguard US Bond Index fund
+06.15% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
+08.26% VBIAX Vanguard Balanced Index fund, has US only and no international
+08.85% DGSIX, DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
Once again, the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
+34.02% AVUV Avantis US Small Cap Value ETF
+09.22% MTUM iShares MSCI USA Momentum Factor ETF
+15.17% VTSAX Vanguard Total US Stock Market
+06.38% VTIAX Vanguard Total International Stock Market
-01.58% VBTLX Vanguard US Bond Index fund
- ruralavalon
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Re: What are you up YTD? [Year To Date]
Age 76, retired, our asset allocation is 50/50 with no pension or annuity.
Total return of our portfolio year to date is 7.22%, which is enough to cover about two years of living expenses net of Social Security.
Best fund so far is Vanguard Small-cap Value Index Fund (VSIAX), total return year to date is 20.42%.
Total return of our portfolio year to date is 7.22%, which is enough to cover about two years of living expenses net of Social Security.
Best fund so far is Vanguard Small-cap Value Index Fund (VSIAX), total return year to date is 20.42%.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
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Re: What are you up YTD? [Year To Date]
Ran the monthly numbers and down a bit of course with a 60/40 portfolio: ytd - 10.26%; one year - 21.68%.
Re: What are you up YTD? [Year To Date]
[70:30 VOO:BND] up 11% YTD and 20% 1-year.
80% VOO | 20% BND+TBILL+CASH | Don't believe Nobody because Nobody knows nothin' - Anon
- ruralavalon
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Re: What are you up YTD? [Year To Date]
Age 76, retired, our asset allocation is 50/50 with no pension or annuity.
Total return of our portfolio year to date is 11.03%, which is enough to cover over 3 years of living expenses net of Social Security.
Best fund so far is Vanguard Small-cap Value Index Fund (VSIAX), total return year to date is 25.88%.
Total return of our portfolio year to date is 11.03%, which is enough to cover over 3 years of living expenses net of Social Security.
Best fund so far is Vanguard Small-cap Value Index Fund (VSIAX), total return year to date is 25.88%.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
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Re: What are you up YTD? [Year To Date]
17% year to date
41.2% 1 year return
17.8% 3 year
Don’t feel like doing math for longer back. Switched to Vanguard ~4 years ago. Flagship goodies.
41.2% 1 year return
17.8% 3 year
Don’t feel like doing math for longer back. Switched to Vanguard ~4 years ago. Flagship goodies.
Last edited by NoMansLand on Sun Oct 31, 2021 8:04 am, edited 3 times in total.
Re: What are you up YTD? [Year To Date]
20.01 ytd
14.76- 3 year
12,74 -5 year
( I would be thankful for
4-5% after tax)
14.76- 3 year
12,74 -5 year
( I would be thankful for
4-5% after tax)
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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- AnnetteLouisan
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- Location: New York, NY
Re: What are you up YTD? [Year To Date]
my TSP C Fund holdings are up 24 percent YTD. too bad that’s only 20 percent of my TSP holdings.
Re: What are you up YTD? [Year To Date]
Since Vanguard Total US Stock Market Index is up 22.91% YTD, there are many ways to get to +20% without invoking a tilt.
Re: What are you up YTD? [Year To Date]
That’s right!
My brokerage ITOT 80% ( total US stock market index) and IXUS 20% (Total International index) yields 27% up to date.
No muss-no fuss
Last edited by Ed 2 on Sat Oct 30, 2021 6:28 pm, edited 1 time in total.
"The fund industry doesn't have a lot of heroes, but he (Bogle) is one of them," Russ Kinnel
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Re: What are you up YTD? [Year To Date]
Post removed. Not reacting to the trolls.
Re: What are you up YTD? [Year To Date]
146ish%
Started with 500k and now sitting on 1.230 million
Started with 500k and now sitting on 1.230 million
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Re: What are you up YTD? [Year To Date]
Gambled with spacs and currently all in with Tesla. Holding long for Tesla.
Re: What are you up YTD? [Year To Date]
27% YTD or 12 month performance?Ed 2 wrote: ↑Sat Oct 30, 2021 6:26 pmThat’s right!
My brokerage ITOT 80% ( total US stock market index) and IXUS 20% (Total International index) yields 27% up to date.
No muss-no fuss
100% US TSM
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Re: What are you up YTD? [Year To Date]
A bit over 9% as of 10/31. I'll take that every year! Very conservatively invested.
Re: What are you up YTD? [Year To Date]
Up to date6NDone wrote: ↑Sat Oct 30, 2021 8:15 pm27% YTD or 12 month performance?Ed 2 wrote: ↑Sat Oct 30, 2021 6:26 pmThat’s right!
My brokerage ITOT 80% ( total US stock market index) and IXUS 20% (Total International index) yields 27% up to date.
No muss-no fuss
"The fund industry doesn't have a lot of heroes, but he (Bogle) is one of them," Russ Kinnel
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Re: What are you up YTD? [Year To Date]
22.7%. Heavy into Nasdaq.
Re: What are you up YTD? [Year To Date]
17.18%. All equity. 52/48 US /Ex-US. Ex-US is dragging down. Especially Emerging Markets.
Edit: Net gain only.
Edit: Net gain only.
"Know what you own, and know why you own it." — Peter Lynch
Re: What are you up YTD? [Year To Date]
13.28% IRR (+8X retirement expenses); 70/30 Stock/FI w/42% exUS for the stock slice.
Re: What are you up YTD? [Year To Date]
24% (Beardstown math)
Mostly equities (S&P, VTI, etc.)
Some cash.
Mostly equities (S&P, VTI, etc.)
Some cash.
Re: What are you up YTD? [Year To Date]
Index Funds
Handful Of Stocks
Few managed funds
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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Re: What are you up YTD? [Year To Date]
Nice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
- dogagility
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Re: What are you up YTD? [Year To Date]
80:20 asset allocation plus year-to-date IRA/HSA/401k contributions has us up ~195K this year. Life is Good!
Make sure you check out my list of certifications. The list is short, and there aren't any. - Eric 0. from SMA
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Re: What are you up YTD? [Year To Date]
Subtracting 403b, 457b, 457f and HSA contributions, 17%. International funds underperformed.
Re: What are you up YTD? [Year To Date]
BNDW: -4%
VTIP: +2%
VT: +17%
FM: +26%
ESPP: + 52%
Crypto: +65%
VTIP: +2%
VT: +17%
FM: +26%
ESPP: + 52%
Crypto: +65%
Global stocks, IG/HY bonds, gold & digital assets at market weights 75% / 19% / 6% || LMP: TIPS ladder
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Re: What are you up YTD? [Year To Date]
Here are my stats:
Stocks: 59%*
Bonds: 41%*
Up: 9.53%
* Desired AA: 55% Stocks 45% Bonds. Might need to rebalance soon.
Broken Man 1999
Stocks: 59%*
Bonds: 41%*
Up: 9.53%
* Desired AA: 55% Stocks 45% Bonds. Might need to rebalance soon.
Broken Man 1999
“If I cannot drink Bourbon and smoke cigars in Heaven then I shall not go." - Mark Twain
Re: What are you up YTD? [Year To Date]
Substantial Amount Is InNoMansLand wrote: ↑Sun Oct 31, 2021 10:16 amNice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
VWIUX
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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Re: What are you up YTD? [Year To Date]
That would do it. I suspect you are older than I. That fund is on my radar, as is BND for tax advantaged. Eventually I’ll join you.Toons wrote: ↑Sun Oct 31, 2021 12:04 pmSubstantial Amount Is InNoMansLand wrote: ↑Sun Oct 31, 2021 10:16 amNice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
VWIUX
Re: What are you up YTD? [Year To Date]
ExactlyNoMansLand wrote: ↑Sun Oct 31, 2021 12:06 pmThat would do it. I suspect you are older than I. That fund is on my radar, as is BND for tax advantaged. Eventually I’ll join you.Toons wrote: ↑Sun Oct 31, 2021 12:04 pmSubstantial Amount Is InNoMansLand wrote: ↑Sun Oct 31, 2021 10:16 amNice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
VWIUX
Older,71 to be exact.
No need to search for "higher" returns.
I did that for 40 years.
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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Re: What are you up YTD? [Year To Date]
I may be the younger you. Age 42Toons wrote: ↑Sun Oct 31, 2021 12:11 pmExactlyNoMansLand wrote: ↑Sun Oct 31, 2021 12:06 pmThat would do it. I suspect you are older than I. That fund is on my radar, as is BND for tax advantaged. Eventually I’ll join you.Toons wrote: ↑Sun Oct 31, 2021 12:04 pmSubstantial Amount Is InNoMansLand wrote: ↑Sun Oct 31, 2021 10:16 amNice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
VWIUX
Older,71 to be exact.
No need to search for "higher" returns.
I did that for 40 years.
Re: What are you up YTD? [Year To Date]
Times On Your SideNoMansLand wrote: ↑Sun Oct 31, 2021 12:12 pmI may be the younger you. Age 42Toons wrote: ↑Sun Oct 31, 2021 12:11 pmExactlyNoMansLand wrote: ↑Sun Oct 31, 2021 12:06 pmThat would do it. I suspect you are older than I. That fund is on my radar, as is BND for tax advantaged. Eventually I’ll join you.Toons wrote: ↑Sun Oct 31, 2021 12:04 pmSubstantial Amount Is InNoMansLand wrote: ↑Sun Oct 31, 2021 10:16 am
Nice. I have +3% over the 3y on you. But I suspect higher vol. most factors have been meh over 3y
VWIUX
Older,71 to be exact.
No need to search for "higher" returns.
I did that for 40 years.
Keep Investing .
Reinvest
Compounding will do the heavy lifting
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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Re: What are you up YTD? [Year To Date]
10-31-2021
No W-2 income, YTD up 11.8X yearly living expenses.
No W-2 income, YTD up 11.8X yearly living expenses.
Last edited by carminered2019 on Sun Oct 31, 2021 7:25 pm, edited 1 time in total.
Re: What are you up YTD? [Year To Date]
14.7% YTD. Past few years have been solid.
2050 Target Date Fund. 90/10
The 'look what I can do without doing anything at all' feeling is growing pretty strong these days.
2050 Target Date Fund. 90/10
The 'look what I can do without doing anything at all' feeling is growing pretty strong these days.
Last edited by bgf on Mon Nov 01, 2021 6:28 pm, edited 1 time in total.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"
Re: What are you up YTD? [Year To Date]
Retired, no pension, AA = 29/71, up 6.62% YTD.
"There are no new ideas, only forgotten ones." -- Amity Shlaes
Re: What are you up YTD? [Year To Date]
YTD 22.9%
Re: What are you up YTD? [Year To Date]
YTD (31 October 2021) returns of a few 60/40 funds for your viewing pleasure:
+09.26% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
+12.63% VBIAX Vanguard Balanced Index fund, has US only and no international
+11.77% DGSIX, DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
Once again, the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
+39.42% AVUV Avantis US Small Cap Value ETF
+18.60% MTUM iShares MSCI USA Momentum Factor ETF
+22.91% VTSAX Vanguard Total US Stock Market
+09.20% VTIAX Vanguard Total International Stock Market
-01.60% VBTLX Vanguard US Bond Index fund
+09.26% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
+12.63% VBIAX Vanguard Balanced Index fund, has US only and no international
+11.77% DGSIX, DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
Once again, the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
+39.42% AVUV Avantis US Small Cap Value ETF
+18.60% MTUM iShares MSCI USA Momentum Factor ETF
+22.91% VTSAX Vanguard Total US Stock Market
+09.20% VTIAX Vanguard Total International Stock Market
-01.60% VBTLX Vanguard US Bond Index fund
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Re: What are you up YTD? [Year To Date]
24.60% YTD.
This is easy.
This is easy.
Re: What are you up YTD? [Year To Date]
12.06% YTD. 100% Stocks.
I've got two stocks that have done rather poorly that's hurt a bit, but overall a decent year so far.
I've got two stocks that have done rather poorly that's hurt a bit, but overall a decent year so far.
“Having, first, gained all you can, and, secondly saved all you can, then give all you can.” - John Wesley
- ruralavalon
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- Location: Illinois
Re: What are you up YTD? [Year To Date]
Activesloth wrote: ↑Sun Oct 31, 2021 10:37 am Subtracting 403b, 457b, 457f and HSA contributions, 17%. International funds underperformed.
carminered2019 wrote: ↑Sun Oct 31, 2021 2:24 pm 10-31-2021
No W-2 income, YTD up 11.8X yearly living expenses.
This is all relatively useless information without a statement about the asset allocation used, the stock/fixed income mix of the portfolio.
The original post asked for information on the asset allocation of the portfolio.
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%
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
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Re: What are you up YTD? [Year To Date]
24.4%
100% Equities. Mix of SCV, Momentum
100% Equities. Mix of SCV, Momentum
Re: What are you up YTD? [Year To Date]
Thank you for pointing out what should be obvious.ruralavalon wrote: ↑Mon Nov 01, 2021 4:05 pm
This is all relatively useless information without a statement about the asset allocation used, the stock/fixed income mix of the portfolio.
The original post asked for information on the asset allocation of the portfolio.
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%
"There are no new ideas, only forgotten ones." -- Amity Shlaes
- Portfolio7
- Posts: 1128
- Joined: Tue Aug 02, 2016 3:53 am
Re: What are you up YTD? [Year To Date]
13.3%, in our main account. Stocks 77% (41% US/36% Int'l), FI 23%. Our other accounts won't change that much. Am also heavily skewed to mid and small caps.
"An investment in knowledge pays the best interest" - Benjamin Franklin
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Re: What are you up YTD? [Year To Date]
+51.55% YTD (78% individual stocks, 12% SP500 index, 10% cash/bonds)
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Re: What are you up YTD? [Year To Date]
Curious, how many individual stocks? How do you rationalize idiosyncratic risk?investorpeter wrote: ↑Mon Nov 01, 2021 6:00 pm +51.55% YTD (78% individual stocks, 12% SP500 index, 10% cash/bonds)
Re: What are you up YTD? [Year To Date]
As of 10/29/21, AA is given as US Stocks / Intl Stocks / US Bonds.pasadena wrote: ↑Thu Jul 01, 2021 12:29 pm 401(k): +10.81%
HSA / Roth IRA / Fun Money brokerage @ Fidelity: +4.85% combined
The Roth and brokerage accounts contain some individual stocks that didn't do well compared to where they were in January. Oh, well. They're still in the black.
Main brokerage and Roth IRA @ Vanguard: (I expect around 10%, AA is 70/30)
- 401(k): +14.80% (50/23/27)
- HSA /Roth IRA / Fun Money brokerage @ Fidelity: + 43.55% combined (!) (HSA is supposed to be 64/16/20, Roth and Brokerage are 100% US Stocks, incl. individual stocks)
Main brokerage and Roth IRA @ Vanguard: (I wish they would get around to showing this...) - AA is now 86/0/14
My AA is globally 64/16/20 but I have reorganized assets among accounts earlier this year.
Last edited by pasadena on Mon Nov 01, 2021 8:39 pm, edited 1 time in total.