How did you all do in the month of May, 2019

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yousha
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How did you all do in the month of May, 2019

Post by yousha » Fri May 31, 2019 8:54 pm

My portfolio was down 50k.
Last edited by yousha on Sun Jun 02, 2019 7:27 am, edited 1 time in total.

greenflamingo
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Re: How did you all do in the month of May, 2019

Post by greenflamingo » Fri May 31, 2019 9:01 pm

Congratulations on your likely membership in the two comma club.

Bacchus01
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Re: How did you all do in the month of May, 2019

Post by Bacchus01 » Fri May 31, 2019 9:16 pm

Down $135K
Last edited by Bacchus01 on Sun Jun 02, 2019 6:46 am, edited 1 time in total.

runner3081
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Re: How did you all do in the month of May, 2019

Post by runner3081 » Fri May 31, 2019 9:28 pm

Haven't checked and won't check. Just made a normal monthly ETF investment today.

retire2022
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Re: How did you all do in the month of May, 2019

Post by retire2022 » Fri May 31, 2019 9:33 pm

lost approx 90K, protected 92K (6% portfolio) and waiting to go back in. I have a 60 day limit order for VGT at 185 per share which is approx 8% from this year's all time high. Today it dropped to 194.46 so waiting patiently, this is like ebay.

edit Changed my mind this morning 6/3/2019, canceled the 60 day limit order of VGT at 185 per share, saw it 192 put in a bid at 190, which hit my target, could had changed it to 189, but walked away slight up 0.92. No regrets since this was in my Roth and want this to be worth more possibly in the future.
Last edited by retire2022 on Mon Jun 03, 2019 7:37 pm, edited 2 times in total.

stocknoob4111
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Re: How did you all do in the month of May, 2019

Post by stocknoob4111 » Fri May 31, 2019 9:43 pm

Down $33K, better than December though :D
Last edited by stocknoob4111 on Fri May 31, 2019 9:44 pm, edited 1 time in total.

Gnirk
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Re: How did you all do in the month of May, 2019

Post by Gnirk » Fri May 31, 2019 9:44 pm

Retired. DH portfolio down a bit over 2.5 %; mine down a little under 2%. Second marriage, separate portfolios.

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David Jay
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Re: How did you all do in the month of May, 2019

Post by David Jay » Fri May 31, 2019 9:45 pm

How did my retirement portfolio perform for one month?
Really?
Prediction is very difficult, especially about the future - Niels Bohr | To get the "risk premium", you really do have to take the risk - nisiprius

aerosurfer
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Re: How did you all do in the month of May, 2019

Post by aerosurfer » Fri May 31, 2019 9:55 pm

Down 1.8%. Not as bad as some of the swings seemed to be.

sketchy9
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Re: How did you all do in the month of May, 2019

Post by sketchy9 » Fri May 31, 2019 11:05 pm

-4.1% on a time-weighted basis. A bit painful, but I'm still up 6.5% (time-weighted) for the year-- although that's a bit misleading because December was awful so my starting point was lower. A 6 month time-weighted return (which is basically just YTD plus December) is only 0.5%.

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Doom&Gloom
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Re: How did you all do in the month of May, 2019

Post by Doom&Gloom » Fri May 31, 2019 11:07 pm

David Jay wrote:
Fri May 31, 2019 9:45 pm
How did my retirement portfolio perform for one month?
Really?
Well, it was a long month.

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Dale_G
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Re: How did you all do in the month of May, 2019

Post by Dale_G » Sat Jun 01, 2019 12:25 am

Down 99 months of SS payments (Assuming I live that long and neglecting any inflation adjustments). Still up by the equivalent of 160 SS payments for the year-to-date though.

We'll see where it goes from here. :D

Dale
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SemperFi79
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Re: How did you all do in the month of May, 2019

Post by SemperFi79 » Sat Jun 01, 2019 1:35 am

Not good at all. I was wondering the same thing with other 3 fund portfolio wizards. Total stock and S&P have not been kind this month.

esteen
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Re: How did you all do in the month of May, 2019

Post by esteen » Sat Jun 01, 2019 1:36 am

I'm down about as much as the market, given that my portfolio tracks the market.

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MN-Investor
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Re: How did you all do in the month of May, 2019

Post by MN-Investor » Sat Jun 01, 2019 2:09 am

My portfolio is down 2.3% for the month, but year-to-date I'm up 7.5%. I can live with that.
The key to success - Save early, save often, invest well.

Daryl
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Re: How did you all do in the month of May, 2019

Post by Daryl » Sat Jun 01, 2019 4:41 am

Awesome! I achieved my savings goals, and just recently maxed out my 2019 Trad 401K contributions. I'm trying to decide if I want to direct future contributions to my "After Tax" 401K account or my taxable account.

Note: I don't monitor MTD investment returns. I don't have any control over those so I focus on what I can control: my contributions.

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nisiprius
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Re: How did you all do in the month of May, 2019

Post by nisiprius » Sat Jun 01, 2019 4:46 am

I don't know and I don't care.
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.

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Flobes
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Re: How did you all do in the month of May, 2019

Post by Flobes » Sat Jun 01, 2019 4:49 am

In the month of May, I enjoyed a birthday, and it was great! The weather, not so much...

My portfolio? I've been retired 11+ years, enjoying life solely on portfolio withdrawals, and there's more in there than on my last day of work. Some months up, some months down. C'est la vie!

Call_Me_Op
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Re: How did you all do in the month of May, 2019

Post by Call_Me_Op » Sat Jun 01, 2019 6:12 am

S&P 500 was down 6%, so you can estimate how much you lost by multiplying 6% by the fraction of your portfolio in equities.
Best regards, -Op | | "In the middle of difficulty lies opportunity." Einstein

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ruralavalon
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Re: How did you all do in the month of May, 2019

Post by ruralavalon » Sat Jun 01, 2019 6:44 am

Doom&Gloom wrote:
Fri May 31, 2019 11:07 pm
David Jay wrote:
Fri May 31, 2019 9:45 pm
How did my retirement portfolio perform for one month?
Really?
Well, it was a long month.
Our portfolio is up 7.73% year to date, and is up about 24.80% since the day I retired. (Thanks for inducing me to stop and compute that, that reminds me to be sooo grateful.)

I am not bothered by this May, it has been wonderful except for the rain.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

Tdubs
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Re: How did you all do in the month of May, 2019

Post by Tdubs » Sat Jun 01, 2019 6:49 am

Lost about 3.5 percent in the merry, merry month of May.

devdude
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Re: How did you all do in the month of May, 2019

Post by devdude » Sat Jun 01, 2019 8:34 am

I don't look very often, especially in a down month.
The Dude Abides by Simplicity

LeftCoast
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Re: How did you all do in the month of May, 2019

Post by LeftCoast » Sat Jun 01, 2019 9:10 am

Equities down $50K for the month, but offset by a gain of $50K from large portfolio of muni bonds. Muni bond yields plunged during the month, which increased bond prices. Incoming rents from income property stayed the same. Diversification works!

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ohboy!
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Re: How did you all do in the month of May, 2019

Post by ohboy! » Sat Jun 01, 2019 9:23 am

My 401k and IRA are down 5.5% for May, but my Crypto portfolio is up 60%+ in May.

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Kenkat
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Re: How did you all do in the month of May, 2019

Post by Kenkat » Sat Jun 01, 2019 9:41 am

I don’t know the exact dates but I do know that I crossed a major 7 figure milestone number for the first time ever, stayed above there for about a week and have now dropped below it again! Oh well...

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JoMoney
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Re: How did you all do in the month of May, 2019

Post by JoMoney » Sat Jun 01, 2019 9:52 am

I'm doing fine, thank you. :mrgreen:
Mark Twain wrote:"October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February."
"To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks." - Benjamin Graham

cutterinnj
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Re: How did you all do in the month of May, 2019

Post by cutterinnj » Sat Jun 01, 2019 9:56 am

Down a bunch.
Should stop checking so often. Probably should only check every 10 years or so...

flyingaway
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Re: How did you all do in the month of May, 2019

Post by flyingaway » Sat Jun 01, 2019 10:02 am

Finally got my son off my payroll and on someone else's payroll. Hopefully that is a long-term positive return stream from my 22 year investment.

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AerialWombat
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Re: How did you all do in the month of May, 2019

Post by AerialWombat » Sat Jun 01, 2019 10:07 am

It was a breakeven month on securities . Probably up a tiny bit on real estate. Nothing to really pay attention to.
“Life doesn’t come with a warranty.” -Michael LeBoeuf

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ruralavalon
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Re: How did you all do in the month of May, 2019

Post by ruralavalon » Sat Jun 01, 2019 10:15 am

flyingaway wrote:
Sat Jun 01, 2019 10:02 am
Finally got my son off my payroll and on someone else's payroll. Hopefully that is a long-term positive return stream from my 22 year investment.
Nice milestone, congratulations to you and your son :) .
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

J295
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Re: How did you all do in the month of May, 2019

Post by J295 » Sat Jun 01, 2019 10:21 am

May was great.

Our team got second in the pro-member event at our golf club, and I managed to win two of the three skins in that event.... $400 cash and $260 Pro shop credit… Mom recovered nicely from her chemotherapy… Surprised my wife with a trip, and then our family from Houston, San Francisco, and Singapore surprised her by showing up at our trip on Mother’s Day weekend!

Retired with what most would term a conservative allocation.

KlangFool
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Re: How did you all do in the month of May, 2019

Post by KlangFool » Sat Jun 01, 2019 10:29 am

OP,

It was boring! The market did not go down enough for a TLH.

KlangFool

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vineviz
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Re: How did you all do in the month of May, 2019

Post by vineviz » Sat Jun 01, 2019 10:34 am

Call_Me_Op wrote:
Sat Jun 01, 2019 6:12 am
S&P 500 was down 6%, so you can estimate how much you lost by multiplying 6% by the fraction of your portfolio in equities.
Those of us with diversified portfolios had a much better May than this would suggest.
"Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves." ~~ Peter Lynch

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Didymograptus
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Re: How did you all do in the month of May, 2019

Post by Didymograptus » Sat Jun 01, 2019 10:34 am

Down 0.42%. Very diversified so May was not too bad.
The best things in life aren't things

Lee_WSP
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Re: How did you all do in the month of May, 2019

Post by Lee_WSP » Sat Jun 01, 2019 11:05 am

My bonds are way up, but my total stock is down by a good percentage. Followed the advice of the forum & dumped some windfall earnings into total stock. Also allocated 3k to have the fund open. This was just before Trump announced his tariff war.

That said, I'm still in accumulation phase and the 5k (I think it's $2-300 down) is in taxable and is still a small percentage of my total taxable; my retirement accounts are just humming along accumulating additional income. I don't check those. But I'm still a little miffed about it. I had a gut feeling that I was getting in at the top. Now I'll have to put off any purchase opportunities that might come up. And it's not even a lot of loss, so TLH is hardly worth the effort.

EnjoyIt
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Re: How did you all do in the month of May, 2019

Post by EnjoyIt » Sat Jun 01, 2019 11:45 am

Doom&Gloom wrote:
Fri May 31, 2019 11:07 pm
David Jay wrote:
Fri May 31, 2019 9:45 pm
How did my retirement portfolio perform for one month?
Really?
Well, it was a long month.
user name checks out.

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AllieTB1323
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Re: How did you all do in the month of May, 2019

Post by AllieTB1323 » Sat Jun 01, 2019 11:45 am

Considering the combined portfolio we dropped 5 basis points less than our benchmark which is VG Balanced Index Fund VBIAX.

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tennisplyr
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Re: How did you all do in the month of May, 2019

Post by tennisplyr » Sat Jun 01, 2019 11:47 am

Not down 1 cent, didn't sell 😊
Those who move forward with a happy spirit will find that things always work out.

Hockey10
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Re: How did you all do in the month of May, 2019

Post by Hockey10 » Sat Jun 01, 2019 12:10 pm

nisiprius wrote:
Sat Jun 01, 2019 4:46 am
I don't know and I don't care.
My thoughts exactly.

travellight
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Re: How did you all do in the month of May, 2019

Post by travellight » Sat Jun 01, 2019 12:14 pm

Up 1.4% as of 5/28, I think that went down to up 0.4% as of today though. It was a TLH rebuying opportunity. Many limit orders went through.
364

Xrayman69
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Re: How did you all do in the month of May, 2019

Post by Xrayman69 » Sat Jun 01, 2019 12:18 pm

Hockey10 wrote:
Sat Jun 01, 2019 12:10 pm
nisiprius wrote:
Sat Jun 01, 2019 4:46 am
I don't know and I don't care.
My thoughts exactly.
I don’t know, but I do care (a bit).

I listen so as to have some ability to talk others in my sphere who may have tendencies to panic off the ledge of doing something stupid. Nothing sounds like systemic risks such as vanguard being deemed a ponzu scheme or declaring bankruptcy.

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southerndoc
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Re: How did you all do in the month of May, 2019

Post by southerndoc » Sat Jun 01, 2019 12:19 pm

5% pullbacks in the S&P 500 are common. They've occurred in the past 65 of 70 years.

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ruralavalon
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Re: How did you all do in the month of May, 2019

Post by ruralavalon » Sat Jun 01, 2019 12:40 pm

Hockey10 wrote:
Sat Jun 01, 2019 12:10 pm
nisiprius wrote:
Sat Jun 01, 2019 4:46 am
I don't know and I don't care.
My thoughts exactly.
But you made me look :( .

Down 2.59%, not necessarily as nearly as bad as it sounds on the news.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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Toons
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Re: How did you all do in the month of May, 2019

Post by Toons » Sat Jun 01, 2019 12:41 pm

I don't know
:happy
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee

flyphotoguy
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Re: How did you all do in the month of May, 2019

Post by flyphotoguy » Sat Jun 01, 2019 12:44 pm

runner3081 wrote:
Fri May 31, 2019 9:28 pm
Haven't checked and won't check. Just made a normal monthly ETF investment today.
- same here... though I do watch/read finance news for entertainment, it doesn't impact the process I've been doing in just plugging away year in year out.

jacksonm
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Re: How did you all do in the month of May, 2019

Post by jacksonm » Sat Jun 01, 2019 12:47 pm

Entire portfolio is mostly unchanged but SEP-IRA had what was probably it's biggest one day gain ever on Friday. As a part of my overall Permanent Portfolio strategy, it's mostly made up of Long Term Treasuries along with a gold ETF and a little bit of stock.

bgf
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Re: How did you all do in the month of May, 2019

Post by bgf » Sat Jun 01, 2019 12:47 pm

net worth -3.6%
portfolio -5.8%
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

Bronco Billy
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Re: How did you all do in the month of May, 2019

Post by Bronco Billy » Sat Jun 01, 2019 12:47 pm

yousha wrote:
Fri May 31, 2019 8:54 pm
My portfolio was down 50k.
My question to you was how did you do in January 2019?

Thegame14
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Re: How did you all do in the month of May, 2019

Post by Thegame14 » Sat Jun 01, 2019 12:49 pm

great, I bought all my shares this month on sale.....I hope the sale continues, until the day before I retire and then the market goes up 200% that day.

I believen FB IPO's around $30 a share, and went down to around $20 a share, would you have been upset buying it at $30 then $27,then $25, then $22, and then $20......I believe it now is around $190 a share....

abner kravitz
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Re: How did you all do in the month of May, 2019

Post by abner kravitz » Sat Jun 01, 2019 12:55 pm

Down 3.1% at 60/40. I calculate it at every month end, good or bad. I do nothing with the information, but I like to know.

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