What are you up YTD? [Year To Date]

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

Post by Ramjet »

jarjarM wrote: Mon Apr 26, 2021 6:15 pm
carminered2019 wrote: Sat Apr 24, 2021 7:46 pm I amp up to 3.5 years of living expenses YTD and up 12 years of living expenses in 2020.
This is a great way to look at portfolio growth...
Agree! :thumbsup
VT & HFEA
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Portfolio7
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Re: What are you up YTD? [Year To Date]

Post by Portfolio7 »

About 8.5-9%, but this thread is doing it's job. I care less and less about the percentage gains.
"An investment in knowledge pays the best interest" - Benjamin Franklin
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Garco
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Re: What are you up YTD? [Year To Date]

Post by Garco »

I generally don't look at YTD. When I look at my IRA I see that it's up 26% overall (3 years or so), and my brokerage account is up 56% from original value. I like the current momentum. I'm sitting on what I have.
SnowBog
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Re: What are you up YTD? [Year To Date]

Post by SnowBog »

livesoft wrote: Sat May 01, 2021 9:03 am YTD returns of a few 60/40 funds for your viewing pleasure:

+4.71% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
+5.91% VBIAX Vanguard Balanced Index fund, has US only and no international
+7.80% DGSIX, DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation

Once again, the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is consituted.
+1

My 60/40 is up roughly 6.3% YTD based on the "personal returns" spreadsheet in the wiki.

My number includes my cash as well, as I want to view my total portfolio - which for me includes cash (a specific $ range which is currently roughly 3% of my portfolio, included as part of my fixed income) and I/EE Bonds.
Broken Man 1999
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Re: What are you up YTD? [Year To Date]

Post by Broken Man 1999 »

For our Vanguard holdings, we are up $143,415.41 YTD as of COB Friday, with $19,370 YTD already distributed prior to Friday's COB YTD.

Vanguard VA up $13,205.01 YTD

I-bonds up $3,332.13 YTD.

Grand total $159,952.55 YTD.

It has been a great third of 2021.

Broken Man 1999
“If I cannot drink Bourbon and smoke cigars in Heaven then I shall not go." - Mark Twain
RXfiles
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Re: What are you up YTD? [Year To Date]

Post by RXfiles »

11.9%. 70% Snp500 / 30% VTIAX
sschullo
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Re: What are you up YTD? [Year To Date]

Post by sschullo »

My 37/63 AA is up 3.3% YTD as of close of markets May 8, 2021.
"We have seen much more money made and kept by “ordinary people” who were temperamentally well suited for the investment process than by those who lacked this quality." Ben Graham
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