What are you up YTD? [Year To Date]

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

Post by schachtw » Thu Jan 02, 2020 10:51 pm

AA: 48/48/4

Per Vanguard, portfolio up 17.6% for 2019. No complaints.

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

Post by typical.investor » Thu Jan 02, 2020 10:55 pm

2020 0.54%

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

Post by coachf » Fri Jan 03, 2020 12:13 am

2019: 28.6%

Portolio
93% Equity (63% US, 30% International)
7% Bonds

Adam11
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Re: What are you up YTD? [Year To Date]

Post by Adam11 » Fri Jan 03, 2020 2:55 am

What a ride! Might not ever top 2019 in my lifetime, but I’ve been wrong before.
Image

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

Post by smectym » Fri Jan 03, 2020 3:04 am

Nowhere near SPX, we’re too damn conservative. But we made money—more than we spent: and we spent a lot of money

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

Post by smectym » Fri Jan 03, 2020 3:16 am

Just to give a number, Vanguard says up 11.2%. But by now we have most assets out of Vanguard; however, the investing strategy is similar and likely to produce similarly humdrum returns

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

Post by DarkNyte » Sat Jan 04, 2020 2:22 am

Per Boglehead Excel Spreadsheet.
Up 24.9% for 2019. It was a great year of gains. Lets see what 2020 brings.

Asset Allocation:
VTI 50%
VXUS 25%
VNQ 12.5%
Bonds 12.5%

Broken Man 1999
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Re: What are you up YTD? [Year To Date]

Post by Broken Man 1999 » Mon Jan 06, 2020 7:03 pm

Woo Hoo!

I'm up .46% YTD! :D (2020)

Broken Man 1999
“If I cannot drink Bourbon and smoke cigars in Heaven than I shall not go. " -Mark Twain

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

Post by ruralavalon » Mon Jan 06, 2020 7:14 pm

Broken Man 1999 wrote:
Mon Jan 06, 2020 7:03 pm
Woo Hoo!

I'm up .46% YTD! :D (2020)

Broken Man 1999
Exactly the same, total return up 0.46% year to date for 2020.

Age 74, retired, asset allocation is 50/50.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by Bluce » Mon Jan 06, 2020 7:32 pm

32/68, +.52% YTD.

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

Post by Bluce » Sat Jan 18, 2020 8:43 pm

+1.31%. :shock: :shock:

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

Post by KlangFool » Sat Jan 18, 2020 11:08 pm

2020 YTD +1.66% (1/18/2020) AA - 60/40

KlangFool
Last edited by KlangFool on Sat Jan 18, 2020 11:30 pm, edited 1 time in total.

manatee2005
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Re: What are you up YTD? [Year To Date]

Post by manatee2005 » Sat Jan 18, 2020 11:27 pm

1/17/2020 3.28% YTD

TomCat96
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Re: What are you up YTD? [Year To Date]

Post by TomCat96 » Sun Jan 19, 2020 12:57 am

up 2.61%

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

Post by schachtw » Sun Jan 19, 2020 1:17 am

AA = 48/48/4

Up 1.6% as of 1/17/2020

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

Post by Stef » Sun Jan 19, 2020 2:22 am

Do you guys have a XIRR function for each year? Or is there an easy way to calculate it for each year?

thelateinvestor43
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Re: What are you up YTD? [Year To Date]

Post by thelateinvestor43 » Sun Jan 19, 2020 2:56 am

$650,321,987,435,125.32 so far ......... I hope I have enough to last me 20 years ... :shock:

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

Post by craimund » Sun Jan 19, 2020 3:04 am

2020 3.27% as of market close 1/17 (approx. 85/15)
2019 29.20% for the year
"When you ain't got nothing, you got nothing to lose"-Bob Dylan 1965. "When you think that you've lost everything, you find out you can always lose a little more"-Dylan 1997

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

Post by Bluce » Sun Jan 19, 2020 3:07 am

Stef wrote:
Sun Jan 19, 2020 2:22 am
Do you guys have a XIRR function for each year? Or is there an easy way to calculate it for each year?
Schwabbie does it automatically for me.

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

Post by ruralavalon » Sun Jan 19, 2020 10:07 am

Age 74, our asset allocation is 50/50.

Total return of our portfolio is up 1.67% 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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Bluce
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Re: What are you up YTD? [Year To Date]

Post by Bluce » Sun Jan 19, 2020 10:18 am

Stef wrote:
Sun Jan 19, 2020 2:22 am
Do you guys have a XIRR function for each year? Or is there an easy way to calculate it for each year?
I copied this some years ago from "The Four Pillars of Investing," pg. 186-187:
$10,000 is the starting amount.
$11,000 ending amount. Divide 11k by 10k and subtract 1.
Division = 1.1, subtract 1 and answer is .1 or 10% rate of return

With contributions (or withdrawals): Example - Use $500 as "net inflow." Subtract half from large number and add half to smaller number, so
(11,000-250) (10,000+250) = 4.9% return.

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

Post by mtmingus » Sun Feb 02, 2020 10:57 am

This tread is good a thermometer on the degree of euphoria in the market. It's been quite since the market highs.

Could someone do a statistics and graph the results:

1: the total market index;
2; the numbers of posts on this thread.

Plotted them as far back as the data is available.

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

Post by ruralavalon » Sun Feb 02, 2020 11:02 am

She 74, retired, asset allocation 50/50.

Our portfolio return is up 0.63% year to date.

The best fund so far is Vanguard Intermediate-term Bond Index Fund (VBILX) return up 2.59% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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

Post by Nowizard » Sun Feb 02, 2020 12:14 pm

.15 with 55/45 portfolio.

Tim

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

Post by Caduceus » Sun Feb 02, 2020 12:16 pm

I am down 0.24% for 2020 even with an extremely heavy allocation to cash/cash-equivalents.

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

Post by cashboy » Sun Feb 02, 2020 5:54 pm

.95 for 2020 as of today

50/50 three fund
Three-Fund Portfolio: FSPSX - FXAIX - FXNAX (with slight tilt of CDs - CASH - Canned Beans - Rice - Bottled Water)

manatee2005
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Re: What are you up YTD? [Year To Date]

Post by manatee2005 » Thu Feb 06, 2020 10:54 pm

3.68%.

FID OTC Pool Class 2
Vanguard Inst 500 Idx
Fid Contra Pool CL 2
Vanguard Explorer ADM
Vanguard Windsor II ADM
$GOOG
$NTDOY

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

Post by rockstar » Thu Feb 06, 2020 11:01 pm

As of 2/5:

401k: ~3.5%

Tax/Rollover: ~2.5%

manatee2005
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Re: What are you up YTD? [Year To Date]

Post by manatee2005 » Thu Feb 06, 2020 11:01 pm

mtmingus wrote:
Sun Feb 02, 2020 10:57 am
This tread is good a thermometer on the degree of euphoria in the market. It's been quite since the market highs.

Could someone do a statistics and graph the results:

1: the total market index;
2; the numbers of posts on this thread.

Plotted them as far back as the data is available.
It's not every day we get 30% YTD returns like in 2019.

mroe800
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Re: What are you up YTD? [Year To Date]

Post by mroe800 » Fri Feb 07, 2020 12:57 am

401K: ~2.3%
Roth: ~6.0%
Rollover IRA: ~3.9%
HSA: 3.42%

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

Post by Bluce » Fri Feb 07, 2020 9:37 am

30/70, up 2.07% YTD. :wink:

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

Post by Bluce » Fri Feb 07, 2020 9:45 am

mroe800 wrote:
Fri Feb 07, 2020 12:57 am
401K: ~2.3%
Roth: ~6.0%
Rollover IRA: ~3.9%
HSA: 3.42%
If the above are not under ONE portfolio, each account properly weighted, how do you know what your AA is?

Or your portfolio return YTD?

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Portfolio7
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Re: What are you up YTD? [Year To Date]

Post by Portfolio7 » Fri Feb 07, 2020 10:22 am

Bluce wrote:
Sun Jan 19, 2020 10:18 am
Stef wrote:
Sun Jan 19, 2020 2:22 am
Do you guys have a XIRR function for each year? Or is there an easy way to calculate it for each year?
I copied this some years ago from "The Four Pillars of Investing," pg. 186-187:
$10,000 is the starting amount.
$11,000 ending amount. Divide 11k by 10k and subtract 1.
Division = 1.1, subtract 1 and answer is .1 or 10% rate of return

With contributions (or withdrawals): Example - Use $500 as "net inflow." Subtract half from large number and add half to smaller number, so
(11,000-250) (10,000+250) = 4.9% return.
This gets you very close as long as your contributions are spread evenly across the year. If all your contributions were at the beginning of the year or at the end of the year, you'd have to skew the $500 differently than 50/50. For example, if the $500 contribution was on the last day of the year, Dec 31, you'd subtract 500 from 11,000, and add nothing to 10,000.
"An investment in knowledge pays the best interest" - Benjamin Franklin

mroe800
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Re: What are you up YTD? [Year To Date]

Post by mroe800 » Fri Feb 07, 2020 11:01 am

Bluce wrote:
Fri Feb 07, 2020 9:45 am
mroe800 wrote:
Fri Feb 07, 2020 12:57 am
401K: ~2.3%
Roth: ~6.0%
Rollover IRA: ~3.9%
HSA: 3.42%
If the above are not under ONE portfolio, each account properly weighted, how do you know what your AA is?

Or your portfolio return YTD?
AA is basically 100% equities until this year when I added PSLDX, NTSX, and TMF so I have leveraged bond exposure.

To answer the question, I have a master spreadsheet to track these values and the total portfolio. Portfolio return as of 2/6 was between 3-4%.

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

Post by Bluce » Fri Feb 07, 2020 11:07 am

mroe800 wrote:
Fri Feb 07, 2020 11:01 am
Bluce wrote:
Fri Feb 07, 2020 9:45 am
mroe800 wrote:
Fri Feb 07, 2020 12:57 am
401K: ~2.3%
Roth: ~6.0%
Rollover IRA: ~3.9%
HSA: 3.42%
If the above are not under ONE portfolio, each account properly weighted, how do you know what your AA is?

Or your portfolio return YTD?
AA is basically 100% equities until this year when I added PSLDX, NTSX, and TMF so I have leveraged bond exposure.

To answer the question, I have a master spreadsheet to track these values and the total portfolio. Portfolio return as of 2/6 was between 3-4%.
:sharebeer

manatee2005
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Re: What are you up YTD? [Year To Date]

Post by manatee2005 » Thu Feb 13, 2020 4:02 am

YTD up 5.1% as of 2/12/2020.

vipertom1970
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Re: What are you up YTD? [Year To Date]

Post by vipertom1970 » Thu Feb 13, 2020 11:10 pm

2/13/2019
60/40 up 3.7% the gains easily covers one year expenses for me.
Last edited by vipertom1970 on Fri Feb 14, 2020 1:12 am, edited 1 time in total.

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

Post by Pierre Delecto » Thu Feb 13, 2020 11:28 pm

Today. + 3.4%

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

Post by MoneyMarathon » Fri Feb 14, 2020 12:27 am

2019 performance: 32.8%
2020 performance YTD: 6.57%

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

Post by Bluce » Fri Feb 14, 2020 8:33 am

As of Feb 12:

S&P: +4.8%

My 30/70: +2.43% -- bonds have done well so far.

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marti038
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Re: What are you up YTD? [Year To Date]

Post by marti038 » Fri Feb 14, 2020 9:07 am

As of 12/13/20

+ 12.6%

100% stock. I own some of GE, MSFT, AMZN, and Visa (V) which have all had a really good start to the year. I also have a sizable stake in ROKU which, up until their earnings call yesterday, was having an average start but should jump up a bit today.

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

Post by Sandi_k » Fri Feb 14, 2020 2:44 pm

marti038 wrote:
Fri Feb 14, 2020 9:07 am
As of 12/13/20

+ 12.6%

100% stock. I own some of GE, MSFT, AMZN, and Visa (V) which have all had a really good start to the year. I also have a sizable stake in ROKU which, up until their earnings call yesterday, was having an average start but should jump up a bit today.
I think you mean 12/13/19

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marti038
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Re: What are you up YTD? [Year To Date]

Post by marti038 » Fri Feb 14, 2020 3:25 pm

Sandi_k wrote:
Fri Feb 14, 2020 2:44 pm
marti038 wrote:
Fri Feb 14, 2020 9:07 am
As of 12/13/20

+ 12.6%

100% stock. I own some of GE, MSFT, AMZN, and Visa (V) which have all had a really good start to the year. I also have a sizable stake in ROKU which, up until their earnings call yesterday, was having an average start but should jump up a bit today.
I think you mean 12/13/19
Actually, I meant 2/13/20. Sorry about that.

Also, ROKU jumped out of the gate today and has been spiraling downward ever since. Wasn't quite the day I expected. Oh well.

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

Post by lassevirensghost » Fri Feb 14, 2020 4:02 pm

Something like 2% (45% trend on global equities, 15% b&H scv, 40% itt).
“Groucho, how do you invest your money?” | “All in bonds.” | “But Groucho, they don’t pay much return.” | “They do when you have a lot of em!”

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

Post by nocebo » Fri Feb 14, 2020 5:19 pm

8.6% in traditional stuff on an 80/20 AA
28% in crypto

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