What are you up YTD? [Year To Date]

[Metsfan91]

At the end of month, August, I am up 13.36% YTD. All equity. 55/45 US/Ex-US...Eventful month.

At the end of month, July, I am up 11.25% YTD. All equity. 55/45 US/Ex-US.

At the end of month, June, I am up 6.80% YTD. All equity. 55/45 US/Ex-US.

At the end of month, May, I am up 5.94% YTD. All equity. 55/45 US/Ex-US.

At the end of month, April, I am up 1.45% YTD. All equity. 55/45 US/Ex-US.

At the end of month, March, I am up 5.88% YTD. All equity. 55/45 US/Ex-US.

[TnGuy]

15.47% - (returns only)


David

[Nowizard]

After expenses, we are up 9.9% for the year as of August 30. It has been a very good year at this point. We have made some changes, rebalancing from what had become 67/33 to 53/47 approximately a month ago.

[CloudNine33]

15.8% YTD excluding contributions.

Heavy equities, 60% US, 40% Intl

[welderwannabe]

Long term Treasurys down about 1%
Gold up 25%
Stock Blend (US + INT) up 13.3%

Overall blended returns, 12.4% for the year to date.

[HMSVictory]

16.08% - all equity 80/20 split between us and intl

[trueson1]

11.7% , 60 US stocks/40 US bonds

[mudd]

March in the books -
Stocks in my Roth - +22.23%
Roths Overall - +15.61%
Net Worth Overall - +9.42% (doesn't include house,cars etc)

Portfolio consists of:
AMD -27.89%
MU - 3.99%
MRVL - 6.4%
ARKK - 0.91%
CASH(FZDXX making over 5%) - 60.81%

April in the books - live by the sword Die by the sword!
Stocks in my Roth - +9.28%
Roths Overall - +6.91%
Net Worth Overall - +5.07% (doesn't include house,cars etc)

May in the books -
Stocks in my Roth - +15.42%
Roths Overall - +11.24%
Net Worth Overall - +7.35% (doesn't include house,cars etc)

June in the books -
Stocks in my Roth - +14.24%
Roths Overall - +10.57%
Net Worth Overall - +7.04% (doesn't include house,cars etc)

July in the books -
Stocks in my Roth - +2.67%
Roths Overall - +2.82%
Net Worth Overall - +2.91% (doesn't include house,cars etc)

August in the books -
Stocks in my Roth - +5.77%
Roths Overall - +5.08%
Net Worth Overall - +3.76% (doesn't include house,cars etc)

Better than last month but I still would have been better off in SPY or ITOT lol...

[Sandi_k]

Up 11.64% YTD, not including contributions.

80% stocks/20% cash

[learning30]

100% US equities.

YTD 19.51% cumulative pre-tax return.

[DSBH]

YTD (31 July 2024) returns of a few 60/40 funds for your viewing and benchmarking pleasure.
But looked what happened on August 1-2 which will be in next month's YTD.

As of the end of Aug 2 my roughly 60/40 portfolio is up 7.8% YTD, going downhill in August likely but I'll stay the course.

Well I don't know nothing. Total return of my roughly 60/40 retiree portfolio is up 11.8% as of end of August.

[bgf]

Portfolio up 15.79%. Benchmark VFIFX up 13.88%.

Modified HFEA strategy is up 27.10%. Long term treasuries are finally, after years, no longer constantly kicking me while I'm down and BRK.B has performed exceedingly well this year. I started the year -35.56% compared to a benchmark of VT and have clawed back half of that in just 8 months to down 18.07%. I know how quickly it can go in reverse, but its nice, finally, to see it accelerate in the right direction...

for the first time, we withdrew a sizeable amount from our portfolio for a renovation ($70,000), and despite this withdrawal, our portfolio is up over six figures from the start of the year... a really cool thing to experience!

[rkhusky]

As of 8/30, up 7.6% (excluding contributions and spending) for our 40/60 portfolio.

Benchmark VG Conservative Growth (VSCGX) is up 7.7%.

[Taylor Larimore]

Bogleheads:

I discontinued computing my Year To Date return long ago. I do, however, keep track of the YTD balances in my Three Fund Portfolio.

Best wishes.
Taylor

Jack Bogle's Words of Wisdom: "Simplicity is the master key to financial success. -- We ignore the real diamonds of simplicity, seeking instead the illusory rhinestones of complexity."