What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Detroittl
Posts: 88
Joined: Wed Jun 10, 2015 12:12 am

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

Post by Detroittl » Tue Apr 10, 2018 3:37 am

Down 2 percent. 77:23

sanfran2015
Posts: 142
Joined: Mon Jan 05, 2015 10:51 pm

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

Post by sanfran2015 » Sun Apr 15, 2018 2:37 pm

Its interesting how this thread was very popular last year in a rising market. Now that the market is down/volatile, people aren't posting their annual gains/losses on this much!

Nova1967
Posts: 147
Joined: Fri May 27, 2016 3:22 pm

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

Post by Nova1967 » Mon Apr 16, 2018 10:47 am

sanfran2015 wrote:
Sun Apr 15, 2018 2:37 pm
Its interesting how this thread was very popular last year in a rising market. Now that the market is down/volatile, people aren't posting their annual gains/losses on this much!
Who wants to check their portfolio when your losing money lol

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ruralavalon
Posts: 12792
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

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

Post by ruralavalon » Mon Apr 16, 2018 11:07 am

Age 72, retired, 50/50 asset allocation.

Best fund so far is Vanguard Total International Stock Index Fund Admiral Shares (VTIAX), up 0.55% year to date.

Total return down 1.17% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

yogesh
Posts: 77
Joined: Thu Oct 11, 2012 6:20 pm

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

Post by yogesh » Mon Apr 16, 2018 11:09 am

-0.53 YTD
http://performance.morningstar.com/fund ... ture=en_US
History (03/31/2018) 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 YTD
VFORX -34.53 28.32 15.17 -2.55 15.56 24.37 7.15 -1.59 8.73 20.71 -0.53

Cumulative not bad at all :-)
YTD (Daily)* +0.14%
1 Yr +13.25%
3 Yrs +7.86%
5 Yrs +9.73%
10 Yrs +7.34%
Taxable: VT | Retirement: TR2040

WhyNotUs
Posts: 1237
Joined: Sun Apr 14, 2013 11:38 am

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

Post by WhyNotUs » Mon Apr 16, 2018 5:49 pm

Negative 0.56%

I had not been looking expecting it to be worse.
I own the next hot stock- VTSAX

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randomizer
Posts: 1190
Joined: Sun Jul 06, 2014 3:46 pm

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

Post by randomizer » Tue Apr 17, 2018 12:50 am

-0.7% YTD with a 75:25 allocation.
75:25 AA / Expected retirement: 2097

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Sheepdog
Posts: 4950
Joined: Tue Feb 27, 2007 3:05 pm
Location: Indiana, retired 1998 at age 65

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

Post by Sheepdog » Tue Apr 17, 2018 1:11 pm

Decided to look and comment......don't know why.
23% stock -0.61% YTD return
People should not say everything they think. They should think about everything they say.

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walletless
Posts: 795
Joined: Fri Aug 15, 2014 4:55 pm

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

Post by walletless » Tue Apr 17, 2018 1:54 pm

-0.4%
84% stocks (70% domestic, 30% international)
16% total bonds

TierArtz
Posts: 55
Joined: Wed Jan 04, 2017 10:33 pm

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

Post by TierArtz » Tue Apr 17, 2018 2:12 pm

+0.75% with a 72:28 allocation. Profit on sale of employer stock; Unrealized gain on G-Fund; Unrealized loss on everything else.

Cain
Posts: 1
Joined: Fri Apr 06, 2018 9:20 pm

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

Post by Cain » Tue Apr 17, 2018 2:24 pm

I'm actually up 1.4%

Texflier
Posts: 25
Joined: Wed Sep 30, 2015 9:55 pm

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

Post by Texflier » Wed Apr 18, 2018 4:53 am

80/20 with 30 in company (bank) stock - pulling back to 10 in company stock in Q3
+3.5% YTD gains

fantasytensai
Posts: 421
Joined: Fri Sep 30, 2016 3:30 pm

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

Post by fantasytensai » Wed Apr 18, 2018 8:36 am

Negative 1.8%. My first test!

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cfs
Posts: 3939
Joined: Fri Feb 23, 2007 1:22 am
Location: Walking My Own Camino

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

Post by cfs » Wed Apr 18, 2018 8:45 am

ITR or ITB? My portfolio is ITB.
De-fine ITR = in the red
De-fine ITB = in the black
Good luck y gracias por leer / cfs
~ Your Money, Your Portfolio, Your Decision ~

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Jimbo9911
Posts: 39
Joined: Tue May 17, 2016 3:20 pm
Location: Mississippi

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

Post by Jimbo9911 » Wed Apr 18, 2018 9:09 am

Negative 0.98% year to date.
60/40 stocks to Bonds.
Jim

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kenyan
Posts: 2909
Joined: Thu Jan 13, 2011 12:16 am

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

Post by kenyan » Wed Apr 18, 2018 10:16 am

XIRR has me UP 0.09%. Break out the caviar!

With Beardstown math I'm up 4.2% (not annualized).
Retirement investing is a marathon.

an_asker
Posts: 2092
Joined: Thu Jun 27, 2013 2:15 pm

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

Post by an_asker » Wed Apr 18, 2018 10:23 am

kenyan wrote:
Wed Apr 18, 2018 10:16 am
XIRR has me UP 0.09%. Break out the caviar!

With Beardstown math I'm up 4.2% (not annualized).
Haha! Depending on which day I check, I'm either up or down YTD.

If I use Beardstown logic, I'm always up at least 10%!

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ruralavalon
Posts: 12792
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

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

Post by ruralavalon » Wed Apr 18, 2018 10:26 am

Age 72, retired, 50/50 asset allocation.

Best fund so far is Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX), total return up 1.94% year to date.

Total return of portfolio down 0.43% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

Mr400meterdash
Posts: 20
Joined: Wed Dec 13, 2017 10:24 am

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

Post by Mr400meterdash » Wed Apr 18, 2018 10:28 am

Up 1.9% as of 4-18-18. I am only in VTSAX right now

Larry2623
Posts: 30
Joined: Sat Jul 15, 2017 9:23 pm

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

Post by Larry2623 » Wed Apr 18, 2018 10:51 am

+ about 1%

Pelerus
Posts: 14
Joined: Wed Mar 14, 2018 11:21 am

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

Post by Pelerus » Wed Apr 18, 2018 11:58 am

Q1 2018 Update: +1.24% YTD through March 31.

Almost exactly on track for 5% annual, which is my 2018 target.

Portfolio this year is defensive, with limited use of leverage, overweight cash, diminutive equity exposure, conservative alternatives positions, hedges in place, and some late cycle plays (e.g. commodities).

That being said, 5% return is not bad for a 33% cash & equivalents portfolio!

Doom&Gloom
Posts: 1834
Joined: Thu May 08, 2014 3:36 pm

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

Post by Doom&Gloom » Wed Apr 18, 2018 1:50 pm

-0.5% through yesterday.
55/40/5

The 5% REIT hurt. For this period. It accounted for almost all of the drop. Tomorrow is another day :beer

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