What Percent has your Portfoilo lost over the last 2 weeks.?

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
User avatar
Cut-Throat
Posts: 2011
Joined: Sun Oct 17, 2010 9:46 am

What Percent has your Portfoilo lost over the last 2 weeks.?

Post by Cut-Throat » Fri Aug 05, 2011 7:44 pm

Mine is down 2% with a 25% Cash 50% Bond and 25% Stock Portfolio.

Sidney
Posts: 6693
Joined: Thu Mar 08, 2007 6:06 pm

Post by Sidney » Fri Aug 05, 2011 7:58 pm

Three "two-week" threads going at once. Glad to see some long term investing here.
I always wanted to be a procrastinator.

gkaplan
Posts: 7034
Joined: Sat Mar 03, 2007 8:34 pm
Location: Portland, Oregon

Post by gkaplan » Fri Aug 05, 2011 8:09 pm

I'll let you know when I get my quarterly statement.

Or, in the words of Peter and Gordon, "Please lock me away, and throw away the key."
Last edited by gkaplan on Fri Aug 05, 2011 10:09 pm, edited 1 time in total.
Gordon

hsv_climber
Posts: 3969
Joined: Tue Sep 22, 2009 7:56 pm

Post by hsv_climber » Fri Aug 05, 2011 8:12 pm

7%-8% in August.

MWCA
Posts: 2819
Joined: Fri Nov 30, 2007 4:21 pm
Location: A wonderful place

Post by MWCA » Fri Aug 05, 2011 8:17 pm

Um looks like 3.7%
We are all worms. But I believe that I am a glow-worm.

Indices
Posts: 1031
Joined: Sun Sep 27, 2009 11:40 am
Contact:

Post by Indices » Fri Aug 05, 2011 8:20 pm

None, it went up actually. I follow the permanent portfolio.

User avatar
Littlefinger
Posts: 66
Joined: Tue Aug 02, 2011 11:25 am

Post by Littlefinger » Fri Aug 05, 2011 8:21 pm

same as hsv 7-8%

AndroAsc
Posts: 1119
Joined: Sat Nov 21, 2009 7:39 am

Post by AndroAsc » Fri Aug 05, 2011 9:11 pm

Haven't checked... do Bogleheads check their portfolio value that often?

User avatar
Prokofiev
Posts: 947
Joined: Mon Feb 19, 2007 9:45 pm
Location: New Orleans

Post by Prokofiev » Fri Aug 05, 2011 9:21 pm

Down 3.3% over 2 weeks.
Everything should be made as simple as possible, but not simpler - Einstein

JustinR
Posts: 689
Joined: Tue Apr 27, 2010 11:43 pm

Post by JustinR » Fri Aug 05, 2011 9:28 pm

Not checking for a while. Let me know when it's safe.

User avatar
bob90245
Posts: 6511
Joined: Mon Feb 19, 2007 8:51 pm

Post by bob90245 » Fri Aug 05, 2011 9:45 pm

My 50/50 portfolio is down 5.4% from 2 weeks ago.
Ignore the market noise. Keep to your rebalancing schedule whether that is semi-annual, annual or trigger bands.

User avatar
BlueEars
Posts: 3614
Joined: Sat Mar 10, 2007 12:15 am
Location: West Coast

Post by BlueEars » Fri Aug 05, 2011 9:49 pm

Shorted the SP500 yesterday and so am now up 10% over the last 2 weeks. Covered my shorts in the first hour of trading today and went long on margin. I'm loving this market!!! Buy-hold ... it's so old fashion.




P.S. Did you feel bad reading the above? Why did you feel bad? What is this thread about? Am I suppose to feel good or bad because some people were more conservative or daring or lucky then me? I lost money too over the last 2 weeks. Why should I share my miserable results? And 2 weeks ... sorry, I've got to go watch Nightly Business Report now to see what's going to happen next. :)

P.S.S. If you really want to feel good, read my thread from Sunday. I was thinking the market would make up lost ground after the debt deal. Bet nothing on it but that shows my ability to predict -- nil but I'm in good company.

I feel better now after spouting off.

User avatar
touchdowntodd
Posts: 808
Joined: Sat Oct 31, 2009 9:50 am

Post by touchdowntodd » Fri Aug 05, 2011 9:52 pm

no idea, i dont check that close ...
tryin to do this right... thanks guys

User avatar
Jake46
Posts: 748
Joined: Tue Feb 20, 2007 10:16 am
Location: Fort Collins, Colorado

Post by Jake46 » Fri Aug 05, 2011 9:59 pm

5% in August.

User avatar
Cut-Throat
Posts: 2011
Joined: Sun Oct 17, 2010 9:46 am

Post by Cut-Throat » Fri Aug 05, 2011 9:59 pm

Les wrote: What is this thread about? Am I suppose to feel good or bad because some people were more conservative or daring or lucky then me? I lost money too over the last 2 weeks. Why should I share my miserable results?
Actually the thread was about asset allocation and how it performs in a bad market. If I was in my 20's, I would have set my asset allocation higher towards stocks and as a result would have been down a higher percentage.

Part of being a Bogelhead is getting used to volatility, staying the course and setting your portfolio to perform in a predictable direction, whether up or down. And most important to watch and do nothing.

MWCA
Posts: 2819
Joined: Fri Nov 30, 2007 4:21 pm
Location: A wonderful place

Post by MWCA » Fri Aug 05, 2011 10:02 pm

Les wrote: I feel better now after spouting off.
Glad you feel better Les. :)
We are all worms. But I believe that I am a glow-worm.

User avatar
greg24
Posts: 3229
Joined: Tue Feb 20, 2007 10:34 am

Post by greg24 » Fri Aug 05, 2011 10:04 pm

Cut-Throat wrote:Actually the thread was about asset allocation and how it performs in a bad market. If I was in my 20's, I would have set my asset allocation higher towards stocks and as a result would have been down a higher percentage.
If you are tracking how an AA performs in a two week span, I think you are missing the larger point of an AA.

I'm not sure how I can find my 2 week performance, perhaps on vanguard.com

User avatar
rustymutt
Posts: 3731
Joined: Sat Mar 07, 2009 12:03 pm
Location: Oklahoma

Post by rustymutt » Fri Aug 05, 2011 10:10 pm

4% in my pension account. 60/40 bonds/equities I don't know about our roths, and don't care.

I"m still up .51% year to date on my pension account.
Last edited by rustymutt on Sat Aug 06, 2011 9:34 am, edited 1 time in total.
I'm amazed at the wealth of Knowledge others gather, and share over a lifetime of learning. The mind is truly unique. It's nice when we use it!

User avatar
Prokofiev
Posts: 947
Joined: Mon Feb 19, 2007 9:45 pm
Location: New Orleans

Post by Prokofiev » Fri Aug 05, 2011 10:13 pm

gkaplan wrote:I'll let you know when I get my quarterly statement.

Or, in the words of Peter and Gordon, "Please lock me away, and throw away the key."

Whoa, way off.

In the words of Paul you mean? . . .

Lyrics for "A World Without Love" here:

http://www.oldielyrics.com/lyrics/peter ... _love.html
Everything should be made as simple as possible, but not simpler - Einstein

gkaplan
Posts: 7034
Joined: Sat Mar 03, 2007 8:34 pm
Location: Portland, Oregon

Post by gkaplan » Fri Aug 05, 2011 10:15 pm

Paul was my least favorite Beatle - and still is.
Gordon

User avatar
Cut-Throat
Posts: 2011
Joined: Sun Oct 17, 2010 9:46 am

Post by Cut-Throat » Fri Aug 05, 2011 10:16 pm

greg24 wrote: If you are tracking how an AA performs in a two week span, I think you are missing the larger point of an AA.

I'm not sure how I can find my 2 week performance, perhaps on vanguard.com
it's not the 2 week span, it's the 5% Market drop. The performance of your AA would be the same whether it was 2 weeks or 10 years.

Ending Nest Egg = Starting Nest Egg - Loss

natureexplorer
Posts: 4191
Joined: Thu Sep 03, 2009 10:52 am
Location: Houston

Post by natureexplorer » Fri Aug 05, 2011 10:17 pm

I don't know my portfolio value from two weeks ago.

User avatar
Midwest_Investor
Posts: 235
Joined: Thu Oct 09, 2008 8:44 pm

Post by Midwest_Investor » Fri Aug 05, 2011 10:26 pm

I'm at 55/45 and down a bit over 5%.

letsgobobby
Posts: 11575
Joined: Fri Sep 18, 2009 1:10 am

Post by letsgobobby » Fri Aug 05, 2011 10:41 pm

55/45 and down 5.7% from the peak. Have not hit a rebalancing band and I'm further than I thought - I thought I hit yesterday but in fact I'm now 51.6/48.4 - which is inside my tolerance.

User avatar
mhc
Posts: 3758
Joined: Mon Apr 04, 2011 10:18 pm
Location: NoCo

Post by mhc » Fri Aug 05, 2011 11:26 pm

Down a couple thousand after being on vacation all week. Has something happened this week? :shock:

Maybe I should have picked up some gold when visiting the mine in Silverton. I really enjoyed the million dollar highway. It takes your mind off of all the noise.

Michael Baker
Posts: 195
Joined: Tue Jul 05, 2011 10:54 pm

Post by Michael Baker » Sat Aug 06, 2011 12:10 am

Les wrote:Shorted the SP500 yesterday and so am now up 10% over the last 2 weeks. Covered my shorts in the first hour of trading today and went long on margin. I'm loving this market!!! Buy-hold ... it's so old fashion.




P.S. Did you feel bad reading the above? Why did you feel bad? What is this thread about? Am I suppose to feel good or bad because some people were more conservative or daring or lucky then me? I lost money too over the last 2 weeks. Why should I share my miserable results? And 2 weeks ... sorry, I've got to go watch Nightly Business Report now to see what's going to happen next. :)

P.S.S. If you really want to feel good, read my thread from Sunday. I was thinking the market would make up lost ground after the debt deal. Bet nothing on it but that shows my ability to predict -- nil but I'm in good company.

I feel better now after spouting off.
thanks for the entertainment ;)

User avatar
Dutchgirl
Posts: 164
Joined: Mon Mar 05, 2007 5:52 pm
Location: Oakland, California

Post by Dutchgirl » Sat Aug 06, 2011 1:51 am

No idea.

rmelv
Posts: 106
Joined: Wed Jan 26, 2011 7:35 pm

Post by rmelv » Sat Aug 06, 2011 2:26 am

Anyone who is down significantly and not happy about it should seriously consider adding some 30 year treasuries and gold to their portfolios. Combined with a money market fund they offer pure diversification.

The BND, and AGG funds have credit risk which is correlated with equities, and the funds do not offer enough volatility to offset equity losses.

Holding the total bond market is overrated. It is a poor diversifier.

User avatar
grayfox
Posts: 4933
Joined: Sat Sep 15, 2007 4:30 am

Post by grayfox » Sat Aug 06, 2011 3:46 am

I don't know about the last two weeks, but I lost a ton of money yesterday.

My 2040 TIPS that shot up to 125 on Thursday, by Friday evening had fallen back to 121. And Vanguard LT Investment-grade bond fund, which shot up to 10.26 fell back to 9.98

Oh well. Easy come, easy go.

jimkinny
Posts: 1271
Joined: Sun Mar 14, 2010 1:51 pm

Post by jimkinny » Sat Aug 06, 2011 5:19 am

Thanks for asking the question because it reinforces the logic behind having a portfolio risk constructed around need, willingness and ability to take risk.

So far, for me, the impact has been minimal because of what I have learned on this forum and from the recommended reading list books/authors.

I certainly hope that going forward we do not re-enter a financial crisis that could rival 2008/2009 in its severity or perhaps be worse.

It is possible, so I am thinking about that, and whether my portfolio and I am ready for that possibility. I am prepared for 10 years of no/flat/negative returns in the stock market.

I do not know who said/wrote it first, but Larry Swedroe frequently writes that we should not confuse the somewhat rare event for the impossible.

User avatar
Info_Hound
Posts: 281
Joined: Wed Mar 23, 2011 9:47 am
Location: Fort Collins, Colorado

Post by Info_Hound » Sat Aug 06, 2011 5:47 am

I'm not sure what I did (right?) but my IRA dropped 4% yesterday after gaining 4% the day before. Over the past 2 weeks its actually ahead.

The 401K balanced itself (big loser pick and big winner pick made a wash of it) and the TSP account balanced itself with only a slight downward nod (less than 1%).

Over the past 2 weeks I actually came out ahead (3%) until yesterday. No trading or reallocating was done. I've been nail biting trying to stay the course. This forum has helped me keep up my courage that this is the right approach in uncertain times. (Got to remember to keep breathing!)

KlangFool
Posts: 10153
Joined: Sat Oct 11, 2008 12:35 pm

Post by KlangFool » Sat Aug 06, 2011 6:18 am

I am 70/30 and down about 5%. No big deal.. Life goes on..

The only reason that I look is because this weekend is my annual re-balancing date..

KlangFool

User avatar
nisiprius
Advisory Board
Posts: 36640
Joined: Thu Jul 26, 2007 9:33 am
Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry

Post by nisiprius » Sat Aug 06, 2011 6:30 am

Well, my total portfolio must have gained about 0.8% yesterday afternoon!

What direction is it going? Why, that direction would be, "up!"

Woo hoo!

After losing some the last few weeks, after gaining a lot since 2009, after losing a lot since 2007, after gaining a lot since 2002, since... uh, what was the question?

Oh, right. A specific starting point, 2 weeks ago. Why pick that particular one?
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.

FillorKill
Posts: 1007
Joined: Sat Aug 06, 2011 7:01 am

Plenty I am sure

Post by FillorKill » Sat Aug 06, 2011 7:09 am

/////
Last edited by FillorKill on Thu Jan 02, 2014 9:26 am, edited 1 time in total.

DoWahDaddy
Posts: 290
Joined: Sat Jul 02, 2011 9:32 am

Post by DoWahDaddy » Sat Aug 06, 2011 8:14 am

Hmm i cant be sure what im down but its around 10% frim two weeks ago. The s&p dropped maybe 8%, totalintl 10% and small caps approx 15%. bonds went nowhere except vustx which is up 5%With my aa, thats all she wrote. theres always the next two weeks though.
Me: 75/25 stocks/bonds | Son: 45/45/10 matchbox/hotwheels/thomas & friends

charityneedshelp
Posts: 63
Joined: Sat Jul 30, 2011 4:05 pm

Post by charityneedshelp » Sat Aug 06, 2011 8:25 am

rustymutt wrote:4% in my pension account. 60/40 bonds/equities I don't know about our roths, and don't care.
Would you care if it were 80% loss? Or would you happily say you were buying cheaper shares?

User avatar
BlueEars
Posts: 3614
Joined: Sat Mar 10, 2007 12:15 am
Location: West Coast

Post by BlueEars » Sat Aug 06, 2011 8:45 am

Michael Baker wrote:
Les wrote:Shorted the SP500 yesterday and so am now up 10% over the last 2 weeks. Covered my shorts in the first hour of trading today and went long on margin. I'm loving this market!!! Buy-hold ... it's so old fashion.




P.S. Did you feel bad reading the above? Why did you feel bad? What is this thread about? Am I suppose to feel good or bad because some people were more conservative or daring or lucky then me? I lost money too over the last 2 weeks. Why should I share my miserable results? And 2 weeks ... sorry, I've got to go watch Nightly Business Report now to see what's going to happen next. :)

P.S.S. If you really want to feel good, read my thread from Sunday. I was thinking the market would make up lost ground after the debt deal. Bet nothing on it but that shows my ability to predict -- nil but I'm in good company.

I feel better now after spouting off.
thanks for the entertainment ;)
I really did intend to inject some humor in this grim environment.

And to the OP, did not mean to take him to task for starting this thread. It did give me a chance to get it all out :D

magicmom
Posts: 525
Joined: Sat Dec 15, 2007 5:04 pm
Location: Neptune Beach, Fl
Contact:

Post by magicmom » Sat Aug 06, 2011 9:26 am

magicmom's rule: Don't look.

User avatar
BlueEars
Posts: 3614
Joined: Sat Mar 10, 2007 12:15 am
Location: West Coast

Post by BlueEars » Sat Aug 06, 2011 9:30 am

My contribution -- a study of past 2 week SP500 declines posted here:

http://www.bogleheads.org/forum/viewtopic.php?t=79883

natureexplorer
Posts: 4191
Joined: Thu Sep 03, 2009 10:52 am
Location: Houston

Post by natureexplorer » Sat Aug 06, 2011 9:46 am

How do so many know how much they have lost in the last two weeks? I don't know my portfolio value of two weeks ago. What am I missing?

User avatar
Regal 56
Posts: 453
Joined: Thu May 24, 2007 5:47 pm
Location: South Euclid, OH
Contact:

Post by Regal 56 » Sat Aug 06, 2011 10:10 am

Don't know what I lost in two weeks, but I know I've lost about 10% in one week. Be that as it may, here's a longer view. For the past few years, I've kept track of my worst year to date loss for each year. They are as follows:
  • worst 2011 YTD loss: -6.71% August 5, 2011
    worst 2010 YTD loss: -7.42% July 2, 2010
    worst 2009 YTD loss: -21.19% March 6, 2009
    worst 2008 YTD loss: -46.12% November 20, 2008
In 2009 and 2010, my portfolio ended in positive double digit territory for the year. Thus far, 2011 has suffered the lowest YTD loss of the last few years. So while I don't enjoy these stomach-wrenching weeks, it doesn't yet surpass what I endured the previous three years. I now take it as inevitable that at some point each year I'll be in the red. It makes what we're currently going through a bit easier to take.

Frankly, I believe these sudden drops are a perversely good sign. People are still spooked by 2008 and early 2009. Weeks like the last two are not only to be expected, but also keep the market from rising high enough for another disastrous bear. When the market keeps going up by leaps and bounds, with no severe correction for month after month, then I'll worry.

deerhunter
Posts: 424
Joined: Sat Jan 03, 2009 6:12 pm
Location: Central Ohio

Post by deerhunter » Sat Aug 06, 2011 1:56 pm

My IRA was growing a little every day this week until Friday when my GNMA fund fell 6 cents.
Living off the land is a family tradition.

User avatar
Noobvestor
Posts: 4753
Joined: Mon Aug 23, 2010 1:09 am
Contact:

Post by Noobvestor » Sat Aug 06, 2011 2:18 pm

natureexplorer wrote:How do so many know how much they have lost in the last two weeks? I don't know my portfolio value of two weeks ago. What am I missing?
If it's balanced: some ups, some downs, no emergencies, but maybe a rebalancing-band trip :)
"In the absence of clarity, diversification is the only logical strategy" -= Larry Swedroe

natureexplorer
Posts: 4191
Joined: Thu Sep 03, 2009 10:52 am
Location: Houston

Post by natureexplorer » Sat Aug 06, 2011 2:21 pm

Noobvestor wrote:
natureexplorer wrote:How do so many know how much they have lost in the last two weeks? I don't know my portfolio value of two weeks ago. What am I missing?
If it's balanced: some ups, some downs, no emergencies, but maybe a rebalancing-band trip :)
Even more confused now. :shock:

ResNullius
Posts: 2091
Joined: Wed Oct 24, 2007 3:22 pm

Post by ResNullius » Sat Aug 06, 2011 2:24 pm

For me, it is what it is. Yes, my total portfolio value is down a little, but it's not keeping me awake at night, so I guess my asset allocation is working right now.

Sconie
Posts: 540
Joined: Sun Feb 07, 2010 10:23 am
Location: Arizona

Post by Sconie » Sat Aug 06, 2011 2:33 pm

I'm down about 6.7% over the past two weeks. My stock and bond allocation is 65/35 with 1/3 of the equity portion in int'l. In addition, I keep about 10% in cash.

djw
Posts: 1456
Joined: Tue Apr 08, 2008 9:34 pm

Post by djw » Sat Aug 06, 2011 3:03 pm

My slice 'n dice Vanguard stock index funds are down about 10%, but I doubt that the resale value of my real estate, bonds, annuities, and fixed income investments have fallen much in two-week's time. Some have probably gone up, but since I've no intention of selling any non-stock investments for 10 or 15 years, it really doesn't matter.

I'd been taking profits in my Vanguard stock funds since April and accumulating cash. I was pretty sure the good times couldn't last forever and that the stock markets couldn't keep setting new 52-week highs without a correction of some kind. One week ago, I had 25% of my Vanguard money in Prime Money Market. I began buying shares this past Monday and the farther the prices fall, the more I'll enjoy buying on sale.

The investment I'm most unhappy about is a bond, not a stock investment. Five years ago I paid $20,000 for a Ford bond paying 9.175% interest. That bond matures next Wednesday and I've been pondering for several weeks how I'll be able to reinvest the proceeds and earn anywhere near that return. I'm retired and I've been withdrawing that interest twice a year to pay a few of my bills.

I'm feeling a bit better now that it looks like putting that 20K into Vanguard stock index funds may be my best bet. I won't get immediate cash flow, but if we have a bounce like we did after the last big crash, I can begin selling some shares at a tidy profit a few months or years down the road... I'll probably just maintain the value at 20k by selling shares periodically. I've done that before with good results.

If it drops in value from time to time, that will be a reminder to buy more shares (by definition at a lower price) to bring it back up to 20K. My return may not equal 9.175% over the next five years, but for the moment I'm thinking it may be my best bet. If interest rates shoot up at some point, as some folks are predicting, I can roll that money back into a new bond, but probably not paying as generous a rate as the one being cashed out next week. I already own some TIPS that mature two years from now. It doesn't feel like the right time to buy more of those, but what do I know?
Love many, trust few, and always paddle your own canoe

gkaplan
Posts: 7034
Joined: Sat Mar 03, 2007 8:34 pm
Location: Portland, Oregon

Post by gkaplan » Sat Aug 06, 2011 4:10 pm

Two weeks ago, my portfolio was at its historic high. Since then it has dropped 8.53%. Oh, well.

By the way, my target allocation for my retirement portfolio is 72/28 Equity/Fixed Income. Specifically, my target allocations are as follows:

12%: Domestic Large-Cap Value
12%: Domestic Small-Cap Value
12%: Domestic REIT
06%: Foreign Markets Large – Developed – Europe
06%: Foreign Markets Large – Developed – Pacific
12%: Foreign Markets Small – Developed and Emerging
12%: Foreign Markets Large – Emerging
28%: Fixed Income

Edited once to include target allocation and a second, third, and fourth time to correct typos.)
Last edited by gkaplan on Sat Aug 06, 2011 4:16 pm, edited 4 times in total.
Gordon

john94549
Posts: 4638
Joined: Tue Jul 26, 2011 8:50 pm

Post by john94549 » Sat Aug 06, 2011 4:10 pm

My "real money" is up. My "long, long term" money is down. My "play money" is a bit down, but up when you consider the end of last year.

Since my "real money" is in a CD ladder, by definition, it will always go "up". It might not go "up" as fast as inflation, but it sure won't tank.

FWIW, I bought equities in my play money account last week.
Last edited by john94549 on Sat Aug 06, 2011 4:16 pm, edited 1 time in total.

livesoft
Posts: 62699
Joined: Thu Mar 01, 2007 8:00 pm

Post by livesoft » Sat Aug 06, 2011 4:13 pm

Down almost 7%.
Wiki This signature message sponsored by sscritic: Learn to fish.

Post Reply