What are you up YTD? [Year To Date]

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
AerialWombat
Posts: 300
Joined: Tue May 29, 2018 1:07 pm

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

Post by AerialWombat » Wed Jan 02, 2019 10:05 pm

Between market returns, real property appreciation, and new money, my overall net worth increased 442% in 2018.

Oh, you meant just market returns, only in securities? Down about 1% or so. I’m not going to calculate it exactly, because it doesn’t really matter. Ya’ll Bogleheads taught me that in 2018.

TroyMcClure
Posts: 79
Joined: Sun Aug 31, 2014 6:13 am
Location: Germany

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

Post by TroyMcClure » Thu Jan 03, 2019 4:46 am

I'm a European investor invested in a mix of international- and Euro-focused stock funds and bond funds. A lot of my portfolio is therefore what you would call "international"/foreign funds on this board.
AA is 70% stock and 30% bonds (15% EU, 15% global).

2018 IRR was -5.6%, which makes me happy. In my current position as a buyer of stock, I'm hoping for further negative returns i.e. lower prices in 2019.

bgf
Posts: 722
Joined: Fri Nov 10, 2017 9:35 am

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

Post by bgf » Thu Jan 03, 2019 7:29 am

smitty1515 wrote:
Wed Jan 02, 2019 8:44 pm
WhiteMaxima wrote:
Wed Jan 02, 2019 1:54 pm
Any BH with 100/0 AA? What's your return in 2018?
-11%
-13.3%
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

carolinaman
Posts: 3395
Joined: Wed Dec 28, 2011 9:56 am
Location: North Carolina

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

Post by carolinaman » Thu Jan 03, 2019 8:14 am

-1.7 on 45/55 AA. Last 3 months were much worse than that but earlier gains offset most of it.

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

Post by sschullo » Thu Jan 03, 2019 8:45 am

2018 Return
30% stock /70% Fixed
-1.97% overall.
Cost: .064% or $1024.00 for a 7 figure portfolio.
My highest individual returns were Treasurer Direct iBond--+3.4%, Vanguard International Bond Index--+2.97%, and TIAA's TA +3.0%.
Last edited by sschullo on Fri Jan 11, 2019 9:20 am, edited 1 time in total.
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)."

james22
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Joined: Tue Aug 21, 2007 2:22 pm

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

Post by james22 » Thu Jan 03, 2019 9:55 am

~3%

Held lots of Stable Value and preferreds (BAC/WFC-L) until recently when bought into fallen SV and EM and added to BRK and BAM.

Still waiting for a real opportunity.
This whole episode is likely to end so badly that future children will learn about it in school and shake their heads in wonder at the rank stupidity of it all... Hussman

vtomar
Posts: 8
Joined: Sun Sep 09, 2018 10:41 am

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

Post by vtomar » Sat Jan 05, 2019 2:29 pm

+5.87% 2018 Returns. I rebalanced my allocation monthly in 2018

DrGoogle2017
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Re: What are you up YTD? [Year To Date]

Post by DrGoogle2017 » Sat Jan 05, 2019 3:58 pm

bgf wrote:
Thu Jan 03, 2019 7:29 am
smitty1515 wrote:
Wed Jan 02, 2019 8:44 pm
WhiteMaxima wrote:
Wed Jan 02, 2019 1:54 pm
Any BH with 100/0 AA? What's your return in 2018?
-11%
-13.3%
It depends on the international ratio too, I thought VTI was down -5%.

J G Bankerton
Posts: 581
Joined: Thu Sep 14, 2017 3:30 pm

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

Post by J G Bankerton » Sat Jan 05, 2019 4:10 pm

DrGoogle2017 wrote:
Sat Jan 05, 2019 3:58 pm
It depends on the international ratio too, I thought VTI was down -5%.
My VTI averaged -6.9%. My buy of September 24th was down 21% at one time.

bgf
Posts: 722
Joined: Fri Nov 10, 2017 9:35 am

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

Post by bgf » Sat Jan 05, 2019 4:11 pm

DrGoogle2017 wrote:
Sat Jan 05, 2019 3:58 pm
bgf wrote:
Thu Jan 03, 2019 7:29 am
smitty1515 wrote:
Wed Jan 02, 2019 8:44 pm
WhiteMaxima wrote:
Wed Jan 02, 2019 1:54 pm
Any BH with 100/0 AA? What's your return in 2018?
-11%
-13.3%
It depends on the international ratio too, I thought VTI was down -5%.
i held 20% international developed and 20% emerging, but what really got me was one of my individual stocks dropping 50% due to confusion over choice of auditor which led to a short attack combined with the market fall.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

cashboy
Posts: 10
Joined: Tue Sep 11, 2018 5:03 pm

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

Post by cashboy » Sat Jan 05, 2019 4:27 pm

63% us stock
7% non-us stock
30% us bond

2018 combined rate of return
-2.22

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MN-Investor
Posts: 290
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Location: Twin Cities

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

Post by MN-Investor » Sat Jan 05, 2019 4:30 pm

My portfolio decreased 4.1% in 2018.

Oh well.
The key to success - Save early, save often, invest well.

carol-brennan
Posts: 31
Joined: Thu Dec 27, 2018 3:19 pm

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

Post by carol-brennan » Sun Jan 06, 2019 7:42 am

2.9% in 2018. I "sold too soon" in mid to late 2017 and went to mostly G fund. It was hard watching the market soar, but whenever it did, I just looked at its valuation relative to history.

Funny how people have the most confidence when stocks are at historically high levels.

http://www.multpl.com/s-p-500-price-to-sales
http://www.multpl.com/s-p-500-price-to-sales
http://www.multpl.com/shiller-pe/

Still looks eerily elevated to me.

gamboolman
Posts: 57
Joined: Mon Feb 17, 2014 7:32 am

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

Post by gamboolman » Sun Jan 06, 2019 8:16 am

Our portfolio value decreased about ~7.5% in 2018 :(

For 2019 up ~1.7% :happy

J G Bankerton
Posts: 581
Joined: Thu Sep 14, 2017 3:30 pm

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

Post by J G Bankerton » Sun Jan 06, 2019 9:27 am

bgf wrote:
Sat Jan 05, 2019 4:11 pm
… what really got me was one of my individual stocks dropping 50% due to confusion over choice of auditor which led to a short attack combined with the market fall.
I have 10%, now, of my total in one stock. It is up over 11% for 2018. It's in the DOW so things can't be all bad. :greedy
gamboolman wrote:
Sun Jan 06, 2019 8:16 am
For 2019 up ~1.7% :happy
I forget how to add negative numbers. :confused

bgf
Posts: 722
Joined: Fri Nov 10, 2017 9:35 am

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

Post by bgf » Sun Jan 06, 2019 10:26 am

J G Bankerton wrote:
Sun Jan 06, 2019 9:27 am
bgf wrote:
Sat Jan 05, 2019 4:11 pm
… what really got me was one of my individual stocks dropping 50% due to confusion over choice of auditor which led to a short attack combined with the market fall.
I have 10%, now, of my total in one stock. It is up over 11% for 2018. It's in the DOW so things can't be all bad. :greedy
gamboolman wrote:
Sun Jan 06, 2019 8:16 am
For 2019 up ~1.7% :happy
I forget how to add negative numbers. :confused
berkshire is my largest at 7-8%.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

anoop
Posts: 744
Joined: Tue Mar 04, 2014 1:33 am

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

Post by anoop » Fri Jan 11, 2019 1:47 am

jminv wrote:
Tue Dec 25, 2018 7:35 pm
...

As far as indexing, I invest in individual stocks because there isn't an index that is investing in what I'm targeting: growing monopolies. I view my own portfolio of 25-30 of them as that index. I buy and hold them.
Thanks for sharing.

How closely does it match the Dow 30? Is there any number that overlap?

alex123711
Posts: 27
Joined: Sun May 20, 2018 5:01 am

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

Post by alex123711 » Sat Jan 12, 2019 10:28 pm

Anyone doing individual stock investing for e.g value investing? Would be interesting to hear the long term returns (5+ years) if they are beating the index or not etc as even a couple of % above the index adds to a lot more in the long term.

anoop
Posts: 744
Joined: Tue Mar 04, 2014 1:33 am

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

Post by anoop » Sun Jan 13, 2019 12:22 pm

alex123711 wrote:
Sat Jan 12, 2019 10:28 pm
Anyone doing individual stock investing for e.g value investing? Would be interesting to hear the long term returns (5+ years) if they are beating the index or not etc as even a couple of % above the index adds to a lot more in the long term.
A value investor would probably have stayed away from the FAANGs, aside from maybe AAPL, and would have lost out on the huge gains in all of the last 5 years except the the last year. Because of the size of the FAANGs, they dominate the index and they got beaten badly last year but have otherwise had huge gains.

The best performing fund offered in my 401k for 2018 was money market.

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Spinola
Posts: 60
Joined: Fri Nov 16, 2018 1:32 pm

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

Post by Spinola » Sun Jan 13, 2019 4:27 pm

2018 I'd rather forget.. down 5.4%

Up 2.65% in 2019 so far.

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ruralavalon
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Location: Illinois

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

Post by ruralavalon » Mon Jan 14, 2019 9:44 am

Age 73, retired, 50/50 asset allocation.

The total return of our portfolio is up 2.46% year to date, per Morningstar Portfolio Manager.

The best fund so far is Vanguard Small-cap Value Index Fund Admiral Shares (VSIAX), it's total return is up 6.75% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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