What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
2Birds1Stone
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Re: What are you up YTD? [Year To Date]

Post by 2Birds1Stone » Thu Jun 01, 2017 9:17 pm

8.16% as of today.

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

Post by Uncle Pennybags » Fri Jun 02, 2017 2:39 pm

OMG, I don't know, by the time I type this it will be more. :sharebeer :mrgreen: :beer :moneybag

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

Post by Pajamas » Sat Jul 01, 2017 11:28 am

9.059 %

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Conch55
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Re: What are you up YTD? [Year To Date]

Post by Conch55 » Sat Jul 01, 2017 11:36 am

53/47 equities/bonds

6.7% ytd

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

Post by Almost there » Sat Jul 01, 2017 1:18 pm

5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.

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

Post by oldzey » Sat Jul 01, 2017 2:35 pm

60% equities / 40% fixed income.

+6.82% return YTD as of 6/30/17
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Nicolas
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Re: What are you up YTD? [Year To Date]

Post by Nicolas » Sat Jul 01, 2017 2:37 pm

10.27%

93/7 stocks/(cash + bonds). Pension covers our needs :D
International 18% of equities.
Last edited by Nicolas on Sat Jul 01, 2017 3:30 pm, edited 3 times in total.

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

Post by Nicolas » Sat Jul 01, 2017 2:43 pm

Almost there wrote:5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.
Should be "The difference x 100 divided by the value at 1/1/17"

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

Post by penumbra » Sat Jul 01, 2017 2:51 pm

53/47 stocks/bonds.

6.63% YTD

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

Post by ruralavalon » Sat Jul 01, 2017 4:06 pm

Retired, age 71, asset allocation is 50/50.

Total return of portfolio is up 5.65% year to date.

Best fund so far is Vanguard Total International Stock Index Fund, total return is up 14.79% year to date.
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Re: What are you up YTD? [Year To Date]

Post by LadyGeek » Sat Jul 01, 2017 4:08 pm

Nicolas wrote:
Almost there wrote:5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.
Should be "The difference x 100 divided by the value at 1/1/17"
Nicolas is correct. The formula is in the wiki: Percentage gain and loss
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

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

Post by Sheepdog » Sat Jul 01, 2017 4:17 pm

7/1/17 84 year old, living off of investments (22% stock) and SS...total return 3.82%. Happy with that, more earned than I took out
People should not say everything they think. They should think about everything they say.

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

Post by dwickenh » Sat Jul 01, 2017 4:31 pm

Retired at 50/50 AA and return of 5.90% to date.

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

Post by Portfolio7 » Sat Jul 01, 2017 4:41 pm

8.21% 70/30 [34% US Equities / 36% Int'l Equities / 30% FI (Stable Value)]
An investment in knowledge pays the best interest.

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

Post by triceratop » Sat Jul 01, 2017 5:19 pm

10.32% 93/7 stocks/treasuries, 50/50 US/Intl w/ tilts. I expect to lose about 6bp of that to taxes due to 91% of assets being in taxable.
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

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

Post by livesoft » Sat Jul 01, 2017 5:44 pm

LadyGeek wrote:
Nicolas wrote:
Almost there wrote:5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.
Should be "The difference x 100 divided by the value at 1/1/17"
Nicolas is correct. The formula is in the wiki: Percentage gain and loss
What? You didn't add any money on Jan 1?

It should be since 12/31/2016, shouldn't it?
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Re: What are you up YTD? [Year To Date]

Post by LadyGeek » Sat Jul 01, 2017 5:51 pm

Actually, the first trading day of 2017 is January 3, 2017. NYSE: Holidays and Trading Hours
livesoft wrote:It should be since 12/31/2016, shouldn't it?
12/31/2016 is not a trading day. It should be the closing price of 12/30/2016, which is a Friday. This becomes the opening price for 2017.
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

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

Post by livesoft » Sat Jul 01, 2017 6:00 pm

Yes, I understand trading days, but I calculate return including cash given to me when the markets are closed in crisp $100 bills before midnight 12/31/2017 even if it not earning anything nor invested until hours later.
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Almost there
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Re: What are you up YTD? [Year To Date]

Post by Almost there » Sat Jul 01, 2017 6:16 pm

Nicolas, LadyGeek and livesoft wrote:
Actually, the first trading day of 2017 is January 3, 2017. NYSE: Holidays and Trading Hours

livesoft wrote:
It should be since 12/31/2016, shouldn't it?

12/31/2016 is not a trading day. It should be the closing price of 12/30/2016, which is a Friday. This becomes the opening price for 2017.
Re: What are you up YTD? [Year To Date]
Quote livesoft
Post by livesoft » Sat Jul 01, 2017 5:44 pm
LadyGeek wrote:
Nicolas wrote:
Almost there wrote:
5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.



Should be "The difference x 100 divided by the value at 1/1/17"
My value on 12/31/16 is the same as 1/1/17 since no trading took place. So I recalculated and instead of being 5.7%, it is 6%.
Update: 60% stocks and 40% bonds
Last edited by Almost there on Sat Jul 01, 2017 7:05 pm, edited 1 time in total.

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

Post by GoldenFinch » Sat Jul 01, 2017 6:31 pm

Using the above formula 7.14%

Currently 70/30.

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

Post by LadyGeek » Sat Jul 01, 2017 7:08 pm

^^^ I should clarify that the formula in Percentage gain and loss is not intended to calculate your portfolio's return. It's only for calculating gain and loss of a price change, e.g. a single fund or market index.

Your portfolio includes distributions, reinvested dividends, contributions, and withdrawals; all of which affect your return. This needs more math and is why fund providers calculate your portfolio's return for you, i.e. your "personal rate of return".

You can do this yourself. See: Calculating personal returns

If livesoft had contributed those crisp $100 bills into his portfolio January 3, 2017, his return would need to be calculated as described in this wiki article.
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

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

Post by mortfree » Sat Jul 01, 2017 7:21 pm

18%



.

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

Post by triceratop » Sat Jul 01, 2017 7:33 pm

LadyGeek wrote:^^^ I should clarify that the formula in Percentage gain and loss is not intended to calculate your portfolio's return. It's only for calculating gain and loss of a price change, e.g. a single fund or market index.

Your portfolio includes distributions, reinvested dividends, contributions, and withdrawals; all of which affect your return. This needs more math and is why fund providers calculate your portfolio's return for you, i.e. your "personal rate of return".

You can do this yourself. See: Calculating personal returns

If livesoft had contributed those crisp $100 bills into his portfolio January 3, 2017, his return would need to be calculated as described in this wiki article.
I believe livesoft's point is that the crisp $100 bills are considered to be contributed to his portfolio the second he receives them. The distinction between holding 0-maturity non-interest-yielding federal reserve notes and having an emergency fund as part of your portfolio earning 0.00-0.01% seems artificial. Therefore, returns should be computed from portfolio value on 11:59:59 12/31/2017. This is what I do as well.
"To play the stock market is to play musical chairs under the chord progression of a bid-ask spread."

chuckb84
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Re: What are you up YTD? [Year To Date]

Post by chuckb84 » Sat Jul 01, 2017 7:42 pm

6.04%

Close to 40/60 stocks/bonds, nearly all in TSP

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

Post by MnD » Sat Jul 01, 2017 7:55 pm

8.53%
70/30
Global market cap on equities
Mostly stable value on FI, with a sidecar of actively managed global bond (DODLX).

crg11
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Re: What are you up YTD? [Year To Date]

Post by crg11 » Sun Jul 02, 2017 7:06 am

8.6% YTD, roughly 85/15 split between Total Stock Market and Total Bonds.

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

Post by knpstr » Sun Jul 02, 2017 9:05 am

Nicolas wrote:
Almost there wrote:5.7%

Just to make sure I did it correctly: I took the value as of 6/30/17 and subtracting the value as of 1/1/17.

The difference x 100 divided by the value at 6/30/17.
Should be "The difference x 100 divided by the value at 1/1/17"
Just be sure to not count any contributions as "gains".
Very little is needed to make a happy life; it is all within yourself, in your way of thinking. -Marcus Aurelius

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

Post by ruralavalon » Sun Jul 02, 2017 10:06 am

A very simple method to calculate personal performance (internal rate of return) that works for anyone with Vanguard accounts and making equal periodic contributions or withdrawals is --

Go to Vanguard "personal performance", select "year to date", divide "investment returns" by "beginning balance".

All of our accounts at with Vanguard, we make identical portfolio withdrawals each month, so this method works for us to get year to date personal performance.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by camper » Sun Jul 02, 2017 10:59 am

9.24%

Portfolio is 80/20
55/45 US/Intl
50/50 LC/SC
My goal: "One day I might wake up and decide to call in "rich"!" :D ~posted by bhsince87

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

Post by katwillny » Sun Jul 02, 2017 3:33 pm

11.6 on ROTH, 9.7 on my brokerage account, and 10.3 on my 401k, all told pretty happy with my investments thus far this year. Houses in my town are doing quite well with the influx of new people moving in, thinking of moving in 2 years when my youngest graduates HS. Can sell and make a nice amount and move across the river and buy for much less, we will not need to worry about schools.

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

Post by Sandi_k » Sun Jul 02, 2017 5:55 pm

From Jan 1, 2017 to June 30, 2017: 10.22%.

Portfolio is:

72% US stocks
12% Int'l stocks
9% bonds
7% cash

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

Post by msrumphius » Mon Jul 03, 2017 12:15 pm

11.8% overall
80/20 stocks/bonds - all in ETFs

hulburt1
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Re: What are you up YTD? [Year To Date]

Post by hulburt1 » Mon Jul 03, 2017 12:56 pm

about 98% in stock up 20% for this year. I'm 64 and happy with what I have. Facebook helped.

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

Post by sharpjm » Wed Jul 19, 2017 6:22 pm

10.4% YTD

70% stocks
18% bonds
12% TREA

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

Post by elgob.bogle » Wed Jul 19, 2017 6:27 pm

22.5% Socks & 77.5% Bonds 5.03% Today (7/19/2017)

elgob

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

Post by GoldenFinch » Wed Jul 19, 2017 6:38 pm

At an all time high portfolio-wise.

Waiting for volatility (because that's what I'm used to).

Wishing I would stop paying attention.

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

Post by stimulacra » Wed Jul 19, 2017 6:58 pm

10.9% YTD

75% stocks
20% bonds
5% gold

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

Post by just frank » Wed Jul 19, 2017 8:58 pm

10.42%

Mostly stocks with an AA between 65:35 and 90:10 and some tilts.

hulburt1
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Re: What are you up YTD? [Year To Date]

Post by hulburt1 » Wed Jul 19, 2017 10:35 pm

98stock 2 cash.
Have Facebook-

25% up 240000
wife up 12 up 120000

Funny thing is I live on $60000.
Wife works I very little.
we went by 2300000 like it was standing still--I'm 64 and wife 61.

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

Post by ETadvisor » Wed Jul 19, 2017 11:02 pm

Do not want to divulge all but my wife's spousal Roth IRA is up 16% thanks to 100% international.

Off topic - The Roth (with Vanguard) either does not show or hides the YTD % online? My 401k (not with Vanguard) makes it very easy to see immediately when I log on.

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

Post by MotoTrojan » Thu Jul 20, 2017 12:55 am

This month's crash is killing me, but still up 2,546%.











I kid (wish I was 100% Ethereum to start the year). :moneybag :moneybag :moneybag

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

Post by MotoTrojan » Thu Jul 20, 2017 12:55 am

hulburt1 wrote:98stock 2 cash.
Have Facebook-

25% up 240000
wife up 12 up 120000

Funny thing is I live on $60000.
Wife works I very little.
we went by 2300000 like it was standing still--I'm 64 and wife 61.
Sounds like time to slow down a little and buy some bonds.

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

Post by ruralavalon » Thu Jul 20, 2017 8:33 am

Retired, age 71, asset allocation is 50/50.

Total return of portfolio is up 7.03% year to date.

Best fund so far is Vanguard Total International Stock Index Fund, total return is up 18.12% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by mancich » Thu Jul 20, 2017 8:40 am

7% in 401k. 53/47 stocks to bonds

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

Post by Taylor Larimore » Thu Jul 20, 2017 8:55 am

Bogleheads:

I have not bothered to check my returns for many years (balances, yes). We get what the market gives.

We must be careful what we seek. Investors with the highest returns in bull markets will probably have the lowest returns in bear markets.

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle

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

Post by vested1 » Thu Jul 20, 2017 9:41 am

Taylor Larimore wrote:Bogleheads:

I have not bothered to check my returns for many years (balances, yes). We get what the market gives.

We must be careful what we seek. Investors with the highest returns in bull markets will probably have the lowest returns in bear markets.

Best wishes.
Taylor
Thanks for keeping us grounded Taylor. This is the first time I've actually checked my return percentages since I took your advice and went with the 3 fund portfolio several years ago, but which I expanded slightly to 5 funds, all indexed at Vanguard.

Up 8.55% YTD since 1/1/17. Up 12.6% 1 year, 6/30/16. Up 20.9% since retirement 1/31/16. I would still be staying the course if those numbers were reversed. I intend to have the same return as the markets, which helps me sleep well at night.

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

Post by inbox788 » Fri Jul 21, 2017 12:13 am

stimulacra wrote:10.9% YTD

75% stocks
20% bonds
5% gold
http://www.sacbee.com/news/politics-gov ... 79638.html

I heard that CalSTRS was up 13% for the year and that prompted me to look. I was surprised to find out I'm up 11.16% YTD, which is right around where you are. I'm surprised many other folks are only reporting mid upper single digits, but that may reflect more conservative AA, maybe closer to 50/50. I'm 30 bonds, 45 us, 25 int, so 70/30 stock/bond and 64/36 us/int.

International is outperforming and Gold is underperforming so far this year, but given their relative small slices, not a large effect. Oh, and in comparison, CalPers is up a little over 11%, but what I realized is that they're reporting fiscal year June-June. So my allocation last 12 months (not identical period) is up over 16%.

BTW, on July 10, my allocation was up only 9.01%. What a difference 10 days makes! If only we could only sustain that 2%+ gain every 10 days...

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

Post by stimulacra » Fri Jul 21, 2017 2:11 am

inbox788 wrote: http://www.sacbee.com/news/politics-gov ... 79638.html

I heard that CalSTRS was up 13% for the year and that prompted me to look. I was surprised to find out I'm up 11.16% YTD, which is right around where you are. I'm surprised many other folks are only reporting mid upper single digits, but that may reflect more conservative AA, maybe closer to 50/50. I'm 30 bonds, 45 us, 25 int, so 70/30 stock/bond and 64/36 us/int.

International is outperforming and Gold is underperforming so far this year, but given their relative small slices, not a large effect. Oh, and in comparison, CalPers is up a little over 11%, but what I realized is that they're reporting fiscal year June-June. So my allocation last 12 months (not identical period) is up over 16%.

BTW, on July 10, my allocation was up only 9.01%. What a difference 10 days makes! If only we could only sustain that 2%+ gain every 10 days...
A better breakdown of my allocation below. I think emerging market and small cap really skewed the YTD gains a bit for 2017.

I sold off some outsized gains yesterday hence the 5% cash. I was due for a rebalance anyways, just been busy. Mulling over either REIT or inflation protected securities to help diversify a bit more.

I know I really need to sell off the healthcare fund and individual stocks. Most new money gets poured into Total Stocks or Total Bonds so those holdings are getting smaller over time.

Equity
VTSAX 16%
VSMAX 9%
VMVIX 8%
VGHCX 8%
VEMAX 9%

Individual Stocks
20%

Bonds
VBLTX 12%
VICSX 8%

Other
GLD 5%

Cash 5%

inbox788
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Re: What are you up YTD? [Year To Date]

Post by inbox788 » Fri Jul 21, 2017 6:14 pm

stimulacra wrote:A better breakdown of my allocation below.
LOL. I assumed you had a simple BH portfolio, but I can see it's a bit more complicated. In reality, my overall portfolio is likewise complicated.

I was quoting just my main tax-deferred retirement account, which just this year has become a perfect BH 3-fund portfolio (bonds, us, international). Well, it's actually 5 funds with sp500, small and mid caps (and overweight a bit), but close enough. The brokerage provides some decent reporting tools which I trust enough, and for the most part, I'll be ignoring it till I need it.

As far as my other holdings, they're slowly transforming more BH-like everyday, but still have a ways to go. Would be too much work to figure out YTD return or other comparison, but it's mostly small enough and close enough that I don't bother with it.

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

Post by Uncle Pennybags » Sun Jul 23, 2017 1:36 pm

I'm up YTD, you are up YTD, everybody is up YTD. :greedy

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