What are you up YTD? [Year To Date]

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

Post by travellight » Wed Oct 04, 2017 9:49 am

Portfolio is up 16% ytd, 90/10.

Net worth is up 3.8% ytd.

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

Post by wander » Wed Oct 04, 2017 9:13 pm

Mine is doing pretty well. Best performance fund is VINEX with 32% YTD return.

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

Post by stimulacra » Thu Oct 05, 2017 12:01 am

Up 13.5%. 70% stocks, 25% bonds, 5% gold.

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

Post by rustymutt » Thu Oct 05, 2017 7:47 am

I weighed in this morning at 230, up 5 pounds. Back to my diet.
Knowledge is knowing that the Tomato is a fruit. Wisdom is knowing better than to put the tomato in a fruit salad.

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

Post by ruralavalon » Thu Oct 05, 2017 10:18 am

rustymutt wrote:
Thu Oct 05, 2017 7:47 am
I weighed in this morning at 230, up 5 pounds. Back to my diet.
Last office visit 208, I am down 13 pounds year to date :) .
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

best2u
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Re: What are you up YTD? [Year To Date]

Post by best2u » Thu Oct 05, 2017 10:42 am

Up 14.75%. My guru says to expect another buying opportunity next year. I will enjoy this while it lasts. :sharebeer

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

Post by TheTimeLord » Thu Oct 05, 2017 10:58 am

best2u wrote:
Thu Oct 05, 2017 10:42 am
Up 14.75%. My guru says to expect another buying opportunity next year. I will enjoy this while it lasts. :sharebeer
Doesn't he say that every year?
Run, You Clever Boy!

willing2try
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Re: What are you up YTD? [Year To Date]

Post by willing2try » Thu Oct 05, 2017 2:46 pm

+18.1% 80/20

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

Post by czeckers » Thu Oct 05, 2017 2:58 pm

Had to look it up. 12.1% YTD. AA is in my signature line.

Value tilt and REITs have been a drag on the portfolio since 2009. International had also been a drag but has had positive tracking error in the last year or two. This is life when you tilt away from the market portfolio.
The Espresso portfolio: | | 16% LCV, 16% SCV, 16% EM, 8% Int'l Value, 8% Int'l Sm, 8% US REIT, 8% Int'l REIT, 20% Inter-term US Treas | | "A journey of a thousand miles begins with a single step."

best2u
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Re: What are you up YTD? [Year To Date]

Post by best2u » Fri Oct 06, 2017 3:07 am

TheTimeLord wrote:
Thu Oct 05, 2017 10:58 am
best2u wrote:
Thu Oct 05, 2017 10:42 am
Up 14.75%. My guru says to expect another buying opportunity next year. I will enjoy this while it lasts. :sharebeer
Doesn't he say that every year?
No he doesn't. The last buy he issued was Feb of 2016. There will not be one issued for 2017 as it is unlikely that even if the market were to crash yet this year (unlikely) there will be enough time for market action to indicate a reasonable buying opportunity.

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

Post by TheTimeLord » Fri Oct 06, 2017 7:25 am

best2u wrote:
Fri Oct 06, 2017 3:07 am
TheTimeLord wrote:
Thu Oct 05, 2017 10:58 am
best2u wrote:
Thu Oct 05, 2017 10:42 am
Up 14.75%. My guru says to expect another buying opportunity next year. I will enjoy this while it lasts. :sharebeer
Doesn't he say that every year?
No he doesn't. The last buy he issued was Feb of 2016. There will not be one issued for 2017 as it is unlikely that even if the market were to crash yet this year (unlikely) there will be enough time for market action to indicate a reasonable buying opportunity.
I think you missed the joke because there is a buying opportunity in the vast majority of years. Now it sounds like you are defining a something around crash as a buying opportunity, unfortunately while I know of a definition of a correction and a bear market I am unfamiliar with the definition of a crash. Can you clarify what your guru is actually predicting when they say buying opportunity, what are the parameters of this event. From your post there seems to be some sort of time/confirmation component.
Run, You Clever Boy!

best2u
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Re: What are you up YTD? [Year To Date]

Post by best2u » Fri Oct 06, 2017 8:19 am

Sorry I missed your joke. Without the smilie I didn't know your intentions were just to be funny.

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

Post by MnD » Fri Oct 06, 2017 9:04 am

stimulacra wrote:
Thu Oct 05, 2017 12:01 am
Up 13.5%. 70% stocks, 25% bonds, 5% gold.
Up 13.5% 70% stocks, 30 % fixed income.
Global market cap on equity, mostly stable value on fixed income.
XIRR return.

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

Post by FelixTheCat » Fri Oct 06, 2017 12:14 pm

Up 9.22% YTD 41% Bonds 9% International 50% Domestic
Felix is a wonderful, wonderful cat.

EJS22
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Re: What are you up YTD? [Year To Date]

Post by EJS22 » Fri Oct 06, 2017 12:19 pm

13.47%

richard37
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Re: What are you up YTD? [Year To Date]

Post by richard37 » Fri Oct 06, 2017 2:49 pm

Up 14.96% YTD. 80/20 portfolio with 30% of stocks in international and emerging markets.

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

Post by thedeadlybishop » Fri Oct 06, 2017 3:58 pm

15.22% based on NAV for 100% equities with value tilt and 30% ex-US

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

Post by randomizer » Sat Oct 07, 2017 1:50 am

At 14.7%, looks like I am underperforming. Better start reaching for some more yield before the market goes into free-fall. 😂

Papajoe56
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Re: What are you up YTD? [Year To Date]

Post by Papajoe56 » Sat Oct 07, 2017 1:44 pm

17.45%

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

Post by Suman » Sat Oct 07, 2017 2:17 pm

20% excluding transactions in 2017.

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

Post by Texflier » Sat Oct 07, 2017 4:00 pm

13.28% YTD
24.10% last 4 quarters

I've got this market right where I want it. :P

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

Post by MrLogic » Sat Oct 07, 2017 9:34 pm

ROI YTD +8.07% (Quicken)
50/50 Allocation

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

Post by Garco » Sun Oct 08, 2017 8:19 pm

October 6, 2017

Portfolios are all over the place.

At end of September, total return in my core port (403b retirement fund, ~45% equities) is +10.0% YTD.

My supplemental, smaller, and more aggressive (~80% equities) supplemental ports YTD (Oct. 6): +14.7%, +15.7%, and +15.7%.

Taxable investment account TR YTD (Oct. 6): +10.1%.

30sep16
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Re: What are you up YTD? [Year To Date]

Post by 30sep16 » Mon Oct 09, 2017 12:18 am

Up 27%

7.5% Bitcoin / 92.5% Cash, a barbell portfolio.

My 7.5% allocation to Bitcoin is up 360%. I rebalance the profits off the Bitcoin every 4 to 8 weeks. It can crash to zero, but I've made that 7.5% several times over so I'm still way ahead of that were to happen.

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

Post by itstoomuch » Tue Oct 10, 2017 7:16 pm

Fiscal 12 month year, ending 10/6/2017. Currently in Preservation Mode at age 67/70.
GLWB Spouse's Variable Annuities #1-4, with some qualified GLWB withdrawals, and with 3.5% fees= +13.2%
GLWB Mine's Variable Annuities #5-6, with qualified GLWB withdrawals, and with 3.5% fees = +8.6%
Discretionary Accts = +7.5%, current cash ~30%, has been as high as 75% in 2017.
No bonds, All equity, equity variable annuity, & cash
YMMV.
Rev90517; 4 Incm stream buckets: SS+pension; dfr'd GLWB VA & FI anntys, by time & $$ laddered; Discretionary; Rentals. LTCi. Own, not asset. Tax 25%. Early SS. FundRatio (FR) >1.1 67/70yo

rr2
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Re: What are you up YTD? [Year To Date]

Post by rr2 » Tue Oct 10, 2017 7:35 pm

16% YTD (up to 9/30/2017) with roughly an AA of 60/40 Stocks/Fixed Income.

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

Post by sschullo » Wed Oct 11, 2017 7:39 am

6.6% YTD
Not bad for a boring 32%/68% allocation.
VG International is up 22%!
Public School K-12 Educators: "Ask NOT what your annuity sales person can do for you, ask what you can do to be a Do-It-Yourselfer (DIY)."

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

Post by hushpuppy » Wed Oct 11, 2017 12:44 pm

Entire stock/bond portfolio YTD: 17.35%
Stock Mutual Funds YTD: 20.13%
Short Term Bonds YTD: 2.16%

In general these types of returns seem a little more pleasant than those experienced in the two major bears, since 2000. :) However, I expect to continue in the market, when returns become unkind again. :twisted: Perhaps I will have been foolish in retrospect. If so, then I believe there will be more pressing issues to worry about than stock market valuations. Maybe there already are.

Regards,

hushpuppy

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