Is your portfolio at an all-time high?

Questions on how we spend our money and our time - consumer goods and services, home and vehicle, leisure and recreational activities

Is your portfolio at an all-time high?

Poll ended at Sat Oct 29, 2011 5:08 pm

Yes
46
29%
No
113
70%
Other
2
1%
 
Total votes: 161

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Christine_NM
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Re: Is your portfolio at an all-time high?

Post by Christine_NM » Fri Oct 28, 2011 4:46 pm

i voted "other" because my pf is back where it was in July, and that's where it was in 10/07. So those may form a triple top, or the lows in between may be a double bottom.

So it's not an all-time high, but at the same time it has not been higher.

Should I take a bunch out and spend it while it's still there? :lol:
17% cash 47% stock 36% bond. Retired, w/d rate 2.85%

rocket
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Re: Is your portfolio at an all-time high?

Post by rocket » Fri Oct 28, 2011 4:50 pm

The Dow Industrial Average was 14,164 on 09 Oct 2007. I think that was the all time high for the Dow. My all time high was very close to this date.

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iceman99
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Re: Is your portfolio at an all-time high?

Post by iceman99 » Fri Oct 28, 2011 5:01 pm

Yes, because I have been rebalancing by transferring cash to stocks as the market fell in the last few months.

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renditt
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Re: Is your portfolio at an all-time high?

Post by renditt » Fri Oct 28, 2011 5:19 pm

Yes, by quite a big margin.

Up 10% this year with a portfolio mostly in bonds and a lot of market timing in stocks in the last 3 months.

xerty24
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Re: Is your portfolio at an all-time high?

Post by xerty24 » Fri Oct 28, 2011 6:35 pm

Ask me next week and I'll know for sure. Things are looking quite good though.
No excuses, no regrets.

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Kenkat
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Re: Is your portfolio at an all-time high?

Post by Kenkat » Fri Oct 28, 2011 6:38 pm

I am about 7% from my all-time high reached in late 2007.

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Ice-9
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Re: Is your portfolio at an all-time high?

Post by Ice-9 » Fri Oct 28, 2011 6:46 pm

riskonoff wrote:Yep.

A special thanks to William Bernstein who got me to believe in buying aggresively into panics.
Let me second that motion. The summer of 2008 I had lent my copy of Four Pillars to a friend. When Fall 2008 happened, I bought a second copy because I knew I needed some reassurance to stay the course. I rebalanced back into stocks three times before March 9, 2009. Thank you, Dr. Bernstein!

The friend who borrowed my original copy just recently gave it back. I'll have to find an opportunity to gift it to someone who can use it.

Oh and yes, my portfolio is at an all-time high.

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SpringMan
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Re: Is your portfolio at an all-time high?

Post by SpringMan » Fri Oct 28, 2011 6:59 pm

No, I am just a little over 3% from it which was in July this year. We are neither in the accumulation phase nor the withdrawal stage, somewhere in between.
Best Wishes, SpringMan

pmcgillicutty
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Re: Is your portfolio at an all-time high?

Post by pmcgillicutty » Fri Oct 28, 2011 7:31 pm

gotherelate wrote:I don't know if my portfolio is, but I am. :beer

HA HA HA HA :lol

Steve K
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Re: Is your portfolio at an all-time high?

Post by Steve K » Fri Oct 28, 2011 7:59 pm

Yes, by a small amount thanks to regular savings.

peppers
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Re: Is your portfolio at an all-time high?

Post by peppers » Fri Oct 28, 2011 8:07 pm

Yes, but that might change Sunday. The wife is going to buy a new laptop, washer and dryer. Ouch.
"..the cavalry ain't comin' kid, you're on your own..."

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og15F1
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Re: Is your portfolio at an all-time high?

Post by og15F1 » Fri Oct 28, 2011 9:45 pm

Yes. Mostly due to contributions and not due to returns.

letsgobobby
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Re: Is your portfolio at an all-time high?

Post by letsgobobby » Fri Oct 28, 2011 11:47 pm

yes, just barely. new contributions and bond gains just enough to offset stock losses overseas since the last high.

djw
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Re: Is your portfolio at an all-time high?

Post by djw » Sat Oct 29, 2011 5:19 am

I voted "No"

Our portfolio is 5% below its all-time high on a quarterly basis.
Our lifetime, quarterly, high was recorded on 3/31/2011.

You need to take into account that my wife and I retired on 8/31/2010.
We are now in the de-accumulation phase (aka not making any new money and withdrawing from our investments).
Since 3/31/2011, we have withdrawn approx. 2.75% of our portfolio value, so if you added that back in, we'd be down approximately 2.25% from our 3/31/2011 peak.

EDIT -- Whoops, hold the phone -- New calculations follow:

After reading other post to this thread, I suddenly realized that I should have looked father back in time...

Our portfolio is now 11% below its ACTUAL all-time high, recorded on 12/31/2009, on a quarterly basis...
Let's hope we see the S & P set a new high someday soon (up at least 11% from here) so I can feel better about this...
Love many, trust few, and always paddle your own canoe

JW-Retired
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Re: Is your portfolio at an all-time high?

Post by JW-Retired » Sat Oct 29, 2011 7:56 am

Nope, it's 1% off the high it made back in May.
JW
Retired at Last

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bob90245
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Re: Is your portfolio at an all-time high?

Post by bob90245 » Sat Oct 29, 2011 2:36 pm

JW Nearly Retired wrote:Nope, it's 1% off the high it made back in May.
JW
Same. Just checked Friday evening.
Ignore the market noise. Keep to your rebalancing schedule whether that is semi-annual, annual or trigger bands.

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grabiner
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Re: Is your portfolio at an all-time high?

Post by grabiner » Sat Oct 29, 2011 2:43 pm

natureexplorer wrote:
grabiner wrote:The market is still down 5% from its peak levels of April 29 and near-peak on July 7, so I wouldn't expect anyone except a very young investor (who could have added 5% to his or her portfolio since July) to be at an all-time high. I reached a high in April and haven't made it back to that point yet.
Taking distributions into account, Vanguard Target Retirement Income closed roughly at an all-time today. I don't think that is the typical fund/AA for a "very young investor".
It's down 1/2% from the July peak, so your portfolio could have hit an all-time high if you were still adding to it (possibly in a portfolio like Target Retirement Income because you are retiring next year).

So I suppose that is a second category of investor who might have hit an all-time high after the stock market comes back to within 5% of its peak after three months: an investor with a very conservative portfolio who is adding to the portfolio.
Wiki David Grabiner

Lollytiger
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Re: Is your portfolio at an all-time high?

Post by Lollytiger » Sat Oct 29, 2011 3:11 pm

I voted no, but guess I didn't read the thread properly. It actually is at an all time high, but my profit isn't as high as it was about 4 months ago.

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mickeyd
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Re: Is your portfolio at an all-time high?

Post by mickeyd » Sat Oct 29, 2011 3:57 pm

I voted "Other."

I have no idea if its at the all time high or not. I seldom check my balances and do not really care.

In a recent video that I saw that included John Bogle he said "Don't peek" ~meaning do not peek at your quarterly statements that are sent to you or you can retrieve on demand. I have been following that for many years.
Part-Owner of Texas | | “The CMH-the Cost Matters Hypothesis -is all that is needed to explain why indexing must and will work… Yes, it is that simple.” John C. Bogle

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mikestorm
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Re: Is your portfolio at an all-time high?

Post by mikestorm » Sat Oct 29, 2011 4:08 pm

alas no; my all time high was April of this year.

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ruralavalon
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Re: Is your portfolio at an all-time high?

Post by ruralavalon » Sun Oct 30, 2011 3:15 pm

Our all time high was April 2011, not back there yet.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

xerty24
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Re: Is your portfolio at an all-time high?

Post by xerty24 » Sat Nov 05, 2011 6:27 pm

xerty24 wrote:Ask me next week and I'll know for sure. Things are looking quite good though.
Turns out the answer was yes :D. After the fact, good trades always look like easy money.
No excuses, no regrets.

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Lbill
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Re: Is your portfolio at an all-time high?

Post by Lbill » Sat Nov 05, 2011 6:45 pm

One word: BONDS. heh, heh...
"Life can only be understood backward; but it must be lived forward." ~ Søren Kierkegaard | | "You can't connect the dots looking forward; but only by looking backwards." ~ Steve Jobs

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camper
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Re: Is your portfolio at an all-time high?

Post by camper » Sat Nov 05, 2011 7:04 pm

Just looked and our all time high occurred on our son's birthday, July 22 of this year. Still down just under 4% from then.

Redwing
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Re: Is your portfolio at an all-time high?

Post by Redwing » Sun Nov 06, 2011 7:12 am

I voted yes, but it was probably due to market timing. Transferred my entire portfolio from ML to VG in beginning in July. This spring, liquidated a large chunk of proprietary equity investments prior to the transfer and then reinvested in VG funds in August and September. Also, I'm paying substantially less in investment fees.

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Marmot
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Re: Is your portfolio at an all-time high?

Post by Marmot » Sun Nov 06, 2011 7:57 am

My answer is no. Morningstar is showing our increase as .84 YTD. I added aggressively during the August, Sept meltdown.

Mr Grumpy
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Re: Is your portfolio at an all-time high?

Post by Mr Grumpy » Sun Nov 06, 2011 8:31 am

No - I mirror many posts. Down 2% from this past April.

acr123
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Re: Is your portfolio at an all-time high?

Post by acr123 » Tue Nov 08, 2011 8:25 pm

yes, but by a minimal amount

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kingsnake
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Re: Is your portfolio at an all-time high?

Post by kingsnake » Wed Nov 09, 2011 10:52 pm

No, but it will be by years end due to more contributions. A modest run up would be nice though. :roll:

Reubin
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Re: Is your portfolio at an all-time high?

Post by Reubin » Fri Nov 11, 2011 6:45 pm

I follow the Harry Browne Permanent Portfolio and the answer is yes.

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VictoriaF
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Is your human capital at an all-time high?

Post by VictoriaF » Fri Nov 11, 2011 7:08 pm

My human capital is at an all-time high.

Victoria
WINNER of the 2015 Boglehead Contest. | Every joke has a bit of a joke. ... The rest is the truth. (Marat F)

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Clearly_Irrational
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Re: Is your portfolio at an all-time high?

Post by Clearly_Irrational » Fri Dec 30, 2011 2:58 pm

chipmonk wrote:Do you try to track the "perma bulls" because you think it's significant when they catch on to reality, in a lagging indicator kind of way? Or because you think they're influential, in a leading indicator kind of way, and other investors are likely to follow them en masse?
It's basic psychology mostly, once the last bull has thrown in the towel and everyone agrees the market is worthless then you know you've hit bottom as there is no one else who wants to sell out their position. Conversely, when the bears start talking about how great things are you're at the top and it's probably time to sell since there is no one left to buy in.

xerty24
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Re: Is your portfolio at an all-time high?

Post by xerty24 » Fri Jun 01, 2012 10:30 pm

Bump for some optimism.
No excuses, no regrets.

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