What is your age, asset allocation and total return year to date?

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ruralavalon
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What is your age, asset allocation and total return year to date?

Post by ruralavalon » Thu Jan 05, 2017 2:13 pm

What is your age, asset allocation.and total return year to date?

We are age 71, our asset allocation is 50/50, and our total return year to date = 1.02% so far for 2017.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

brad.clarkston
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Re: What is your age, asset allocation and total return year to date?

Post by brad.clarkston » Thu Jan 05, 2017 2:30 pm

Age: Me 45 wife 40

AA: 60/20/20

Total Return 2016:

Fidelity: +4.86
Vanguard: +6.30
Scottstrade: +12.8 (individual stocks)

JeepDaze
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Re: What is your age, asset allocation and total return year to date?

Post by JeepDaze » Thu Jan 05, 2017 2:33 pm

Age: 39 years old (single)

AA: 80/20

Total Return 2016: +9.8%

retire57
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Re: What is your age, asset allocation and total return year to date?

Post by retire57 » Thu Jan 05, 2017 2:40 pm

Deleted. Didn't realize we are talking about 3 days time. A bit short-term for me.
Last edited by retire57 on Thu Jan 05, 2017 3:56 pm, edited 1 time in total.

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SpringMan
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Re: What is your age, asset allocation and total return year to date?

Post by SpringMan » Thu Jan 05, 2017 2:48 pm

Age 69.5 (both of us), 39% equities, 61% bonds, year to date is positive but small since there have been only two business days this year so far.
Best Wishes, SpringMan

LateStarter1975
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Re: What is your age, asset allocation and total return year to date?

Post by LateStarter1975 » Thu Jan 05, 2017 2:57 pm

ruralavalon is asking for your total return YTD in 2017, not your 2016 total return.
Debt is dangerous...simple is beautiful

kosomoto
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Re: What is your age, asset allocation and total return year to date?

Post by kosomoto » Thu Jan 05, 2017 3:02 pm

My age: 25
My asset allocation:
10% US REIT
10% US consumer staples
5% S&P 600
5% S&P 400
30% S&P 500
20% International Dividend Appreciation
20% Total International

My return:
According to the Vanguard personal performance page my return was 10.6% but that seems too high. Does anybody know how to read it properly?

kosomoto
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Re: What is your age, asset allocation and total return year to date?

Post by kosomoto » Thu Jan 05, 2017 3:03 pm

LateStarter1975 wrote:ruralavalon is asking for your total return YTD in 2017, not your 2016 total return.
So our return in.. 3 days?

new2bogle
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Re: What is your age, asset allocation and total return year to date?

Post by new2bogle » Thu Jan 05, 2017 3:05 pm

My 3 day return is 1.5%.

Here's hoping it goes up 1.5% EVERY 3 days :sharebeer

stimulacra
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Re: What is your age, asset allocation and total return year to date?

Post by stimulacra » Thu Jan 05, 2017 3:28 pm

Age: 39
AA: 75/20/5
YTD: 1.35%

stimulacra
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Re: What is your age, asset allocation and total return year to date?

Post by stimulacra » Thu Jan 05, 2017 3:29 pm

kosomoto wrote: My return:
According to the Vanguard personal performance page my return was 10.6% but that seems too high. Does anybody know how to read it properly?
That's probably “Since Inception”

You can toggle the view underneath the graph to show 1 year or YTD.

azanon
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Re: What is your age, asset allocation and total return year to date?

Post by azanon » Thu Jan 05, 2017 3:32 pm

Bogle would call this noise, and would probably chuckle that you're even bothering to calculate it.

kosomoto
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Re: What is your age, asset allocation and total return year to date?

Post by kosomoto » Thu Jan 05, 2017 3:49 pm

stimulacra wrote:
kosomoto wrote: My return:
According to the Vanguard personal performance page my return was 10.6% but that seems too high. Does anybody know how to read it properly?
That's probably “Since Inception”

You can toggle the view underneath the graph to show 1 year or YTD.
Thanks, didn't see the toggle. I toggled for 1 year and now it says 14%. Seems even more ridiculous now haha.

chuckb84
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Re: What is your age, asset allocation and total return year to date?

Post by chuckb84 » Thu Jan 05, 2017 3:53 pm

ruralavalon wrote:What is your age, asset allocation.and total return year to date?

We are age 71, our asset allocation is 50/50, and our total return year to date = 1.02% so far for 2017.
A bit early for that, yes?

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PhysicianOnFIRE
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Re: What is your age, asset allocation and total return year to date?

Post by PhysicianOnFIRE » Thu Jan 05, 2017 3:57 pm

41

90 / 10 Stock / Bond

More detail in image and link

Image


2016 Return: 11.5%

2017 YTD: 1.6% after two trading days. At this pace of 0.8% per day, I should be in great shape to retire by late February :D

:beer
-PoF

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ruralavalon
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Re: What is your age, asset allocation and total return year to date?

Post by ruralavalon » Thu Jan 05, 2017 5:38 pm

chuckb84 wrote:
ruralavalon wrote:What is your age, asset allocation.and total return year to date?

We are age 71, our asset allocation is 50/50, and our total return year to date = 1.02% so far for 2017.
A bit early for that, yes?
Very early, yes.

letsgobobby suggested (link) a new thread for this year, instead of continuing the old thread. That seemed like a good idea to me.

I wanted to make it clear that what was in question was total return, not the Beardstown Ladies formula including contributions.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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