What are you up YTD? [Year To Date]
Re: What are you up YTD? [Year To Date]
At the end of month, January, up 8.12% - all equity, US/Ex-US.
"Know what you own, and know why you own it." — Peter Lynch
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Re: What are you up YTD? [Year To Date]
End of January - Total Net Worth up 4.42%
Re: 2022 YTD Performance - 12/31/2022
YTD (31 January 2023) returns of a few 60/40 funds for your viewing and benchmarking pleasure:
5.69% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
5.42% VBIAX Vanguard Balanced Index fund, has US only and no international
5.07% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
9.92% AVUV Avantis US Small Cap Value ETF
-0.55% MTUM iShares MSCI USA Momentum Factor ETF
6.90% VTSAX Vanguard Total US Stock Market
8.44% VTIAX Vanguard Total International Stock Market
3.20% VBTLX Vanguard US Bond Index fund
1.64% VSCSX Vanguard Short-Term Corporate Bond Index fund
2.07% VAIPX Vanguard Inflation-Protected Securities fund
-0.75% QREARX TIAA Real Estate
10.42% VGSLX Vanguard Real Estate Index fund
5.69% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
5.42% VBIAX Vanguard Balanced Index fund, has US only and no international
5.07% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
9.92% AVUV Avantis US Small Cap Value ETF
-0.55% MTUM iShares MSCI USA Momentum Factor ETF
6.90% VTSAX Vanguard Total US Stock Market
8.44% VTIAX Vanguard Total International Stock Market
3.20% VBTLX Vanguard US Bond Index fund
1.64% VSCSX Vanguard Short-Term Corporate Bond Index fund
2.07% VAIPX Vanguard Inflation-Protected Securities fund
-0.75% QREARX TIAA Real Estate
10.42% VGSLX Vanguard Real Estate Index fund
Re: What are you up YTD? [Year To Date]
6.74% YTD
Stocks-80% || Bonds-20% || Taxable-VTI/VXUS || IRA-VT/BNDW
- ruralavalon
- Posts: 26353
- Joined: Sat Feb 02, 2008 9:29 am
- Location: Illinois
Re: What are you up YTD? [Year To Date]
Age 77, retired, no pension or annuity, my asset allocation is 60/40.
Total return of my portfolio is up 5.42% year to date.
Total return of my portfolio is up 5.42% year to date.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
Re: What are you up YTD? [Year To Date]
About the same for me using the Golden Butterfly.ruralavalon wrote: ↑Wed Feb 01, 2023 11:12 am Age 77, retired, no pension or annuity, my asset allocation is 60/40.
Total return of my portfolio is up 5.42% year to date.
Very impressive since I was down 7.2% on Dec 31 of last year when I did my annual checkup.
Re: What are you up YTD? [Year To Date]
+8.9% annually (investments + cash + house) over 20 years with cash drag, house drag, and international drag.
For comparison:
+10.38% annually (100% US stock)
+9.25% annually (80% US stock / 20% intermediate bond)
+8.94% annually (75% US stock / 25% intermediate bond)
For comparison:
+10.38% annually (100% US stock)
+9.25% annually (80% US stock / 20% intermediate bond)
+8.94% annually (75% US stock / 25% intermediate bond)
Re: What are you up YTD? [Year To Date]
Making up for last year ...got a ways to go but tremendous start to 2023!
Stocks in my Roths - +28.87%
Roths Overall - +15.34%
Net Worth Overall - +7.56%
3 more months like that and I'll have made up for 2022 losses... 8^)
Stocks in my Roths - +28.87%
Roths Overall - +15.34%
Net Worth Overall - +7.56%
3 more months like that and I'll have made up for 2022 losses... 8^)
Re: What are you up YTD? [Year To Date]
Not sure exactly, but my biggest holding is AVUV + a lot of AVDV, AVES, VBR and VSS, so I'm feeling pretty good. I also can't help but mention that I tried my hand at individual stock picking for the first time and put about 1.5% of my portfolio in Meta late last year... feeling pretty good about that as of this afternoon
Anyway, roughly 10%.
Anyway, roughly 10%.
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Re: What are you up YTD? [Year To Date]
Happy to see that: "Jeremy Siegel sees stocks rallying 10%-15% in 2023 as lower rates outweigh a mild recession" link
I hope he's right! Will sure help many people's beloved YTD figures.
I hope he's right! Will sure help many people's beloved YTD figures.
Re: What are you up YTD? [Year To Date]
He has to be right since stocks have already rallied 10% in 2023! Hindsight is 20/20.Robot Monster wrote: ↑Thu Feb 02, 2023 10:57 am Happy to see that: "Jeremy Siegel sees stocks rallying 10%-15% in 2023 as lower rates outweigh a mild recession" link
I hope he's right! Will sure help many people's beloved YTD figures.
Re: What are you up YTD? [Year To Date]
As of 2/1/23 - 10.03%
David
David
"Money will not make you happy. And happy will not make you money." - Groucho Marx
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Re: What are you up YTD? [Year To Date]
From another source it says he thinks "the S&P 500 could surge by over 10% to around 4,500 points". Linklivesoft wrote: ↑Thu Feb 02, 2023 11:04 amHe has to be right since stocks have already rallied 10% in 2023! Hindsight is 20/20.Robot Monster wrote: ↑Thu Feb 02, 2023 10:57 am Happy to see that: "Jeremy Siegel sees stocks rallying 10%-15% in 2023 as lower rates outweigh a mild recession" link
I hope he's right! Will sure help many people's beloved YTD figures.
Re: What are you up YTD? [Year To Date]
What are you holding in Roth? Are you able to share?
Thanks
"Know what you own, and know why you own it." — Peter Lynch
Re: What are you up YTD? [Year To Date]
Well it's not very bogleheaded other than being long term holds - haven't touched these positions in years. AMD actually paid for my house cash at one point. 8^)
AMD - 38.78%
MRVL - 12.52%
MU - 6.08%
ARKK - 2.28%
CASH - 40.33%
MY IRA's are roughly 46% of my networth(not counting house,cars etc)
The 54% in taxable is currently in FZDXX earning 4.29% - most of this came from inheritance this last year. I need to start dca'ing into VTI or ITOT or something with the cash in my IRA's first then think about the taxable cash. Analysis paralysis... 8^)
btw. after today those gains look like this:
Stocks in my Roths - +34.46%
Roths Overall - +18.28%
Net Worth Overall - +8.78%
I expect some pullback after AAPL GOOG AMZN and F took a dump for ER today
Re: What are you up YTD? [Year To Date]
Up 22% YTD.
Net worth up...22%
Net worth up...22%
Re: What are you up YTD? [Year To Date]
Tech stocks! Good ones! Thanks for sharing.mudd wrote: ↑Thu Feb 02, 2023 8:52 pmWell it's not very bogleheaded other than being long term holds - haven't touched these positions in years. AMD actually paid for my house cash at one point. 8^)
AMD - 38.78%
MRVL - 12.52%
MU - 6.08%
ARKK - 2.28%
CASH - 40.33%
MY IRA's are roughly 46% of my networth(not counting house,cars etc)
The 54% in taxable is currently in FZDXX earning 4.29% - most of this came from inheritance this last year. I need to start dca'ing into VTI or ITOT or something with the cash in my IRA's first then think about the taxable cash. Analysis paralysis... 8^)
btw. after today those gains look like this:
Stocks in my Roths - +34.46%
Roths Overall - +18.28%
Net Worth Overall - +8.78%
I expect some pullback after AAPL GOOG AMZN and F took a dump for ER today
As you expected, market took away yesterday's gain - at least for me.
"Know what you own, and know why you own it." — Peter Lynch
Re: What are you up YTD? [Year To Date]
Investments are up 7.7%, 6.0% without contributions.
Portfolio is 65% equities (mostly VTI/VOO) and 35% Fixed (all TIAA Trad, which is earning 5.15% across all vintages).
Portfolio is 65% equities (mostly VTI/VOO) and 35% Fixed (all TIAA Trad, which is earning 5.15% across all vintages).
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Re: What are you up YTD? [Year To Date]
70% investments --> up 11%
25% cash/fixed --> up 4%
5% alternatives --> up 30%
25% cash/fixed --> up 4%
5% alternatives --> up 30%
Re: What are you up YTD? [Year To Date]
It didn't get all my gains from yesterday...but 2/3 of them. Easy come easy go! When I first started investing I figured go for what you know. I know tech. Now I know I should be more diversified, but knowing it and actually getting from here to there are 2 different things. I didn't want to sell after last years losses...never sell the bottom. Timing is not my thing...so I sat all last year and gritted my teeth. Was taking care of elderly parents most of the last 2 years so I just didn't have time to mess with it anyway.Metsfan91 wrote: ↑Fri Feb 03, 2023 8:36 pmTech stocks! Good ones! Thanks for sharing.mudd wrote: ↑Thu Feb 02, 2023 8:52 pmWell it's not very bogleheaded other than being long term holds - haven't touched these positions in years. AMD actually paid for my house cash at one point. 8^)
AMD - 38.78%
MRVL - 12.52%
MU - 6.08%
ARKK - 2.28%
CASH - 40.33%
MY IRA's are roughly 46% of my networth(not counting house,cars etc)
The 54% in taxable is currently in FZDXX earning 4.29% - most of this came from inheritance this last year. I need to start dca'ing into VTI or ITOT or something with the cash in my IRA's first then think about the taxable cash. Analysis paralysis... 8^)
btw. after today those gains look like this:
Stocks in my Roths - +34.46%
Roths Overall - +18.28%
Net Worth Overall - +8.78%
I expect some pullback after AAPL GOOG AMZN and F took a dump for ER today
As you expected, market took away yesterday's gain - at least for me.
Where do you put your money if you don't mind me asking?
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- Joined: Sun Feb 21, 2016 3:48 pm
Re: What are you up YTD? [Year To Date]
4.7% as of Jan 31
60/40 portfolio
60/40 portfolio
Re: What are you up YTD? [Year To Date]
I started with mutual funds and that's what I hold. I am all in equity. Roughly 50/50 US/International. I maintain this ratio using all accounts (Roth, 403B, and taxable). I have small cap value - VSIAX and tax-managed small-cap index fund - VTMSX, in Roth. New money goes to these funds. I also have vanguard REIT index fund in Roth, but I stopped adding more to it. I hold vanguard total US stock market - VSMPX and total international stock index fund - VTSNX in 403B. I have the same two funds (admiral type ) in taxable also. I have vanguard healthcare fund in taxable as well. I hold money for emergencies in Wellington fund in taxable account. I also hold vanguard international small-cap in 403B.mudd wrote: ↑Fri Feb 03, 2023 9:35 pmIt didn't get all my gains from yesterday...but 2/3 of them. Easy come easy go! When I first started investing I figured go for what you know. I know tech. Now I know I should be more diversified, but knowing it and actually getting from here to there are 2 different things. I didn't want to sell after last years losses...never sell the bottom. Timing is not my thing...so I sat all last year and gritted my teeth. Was taking care of elderly parents most of the last 2 years so I just didn't have time to mess with it anyway.Metsfan91 wrote: ↑Fri Feb 03, 2023 8:36 pmTech stocks! Good ones! Thanks for sharing.mudd wrote: ↑Thu Feb 02, 2023 8:52 pmWell it's not very bogleheaded other than being long term holds - haven't touched these positions in years. AMD actually paid for my house cash at one point. 8^)
AMD - 38.78%
MRVL - 12.52%
MU - 6.08%
ARKK - 2.28%
CASH - 40.33%
MY IRA's are roughly 46% of my networth(not counting house,cars etc)
The 54% in taxable is currently in FZDXX earning 4.29% - most of this came from inheritance this last year. I need to start dca'ing into VTI or ITOT or something with the cash in my IRA's first then think about the taxable cash. Analysis paralysis... 8^)
btw. after today those gains look like this:
Stocks in my Roths - +34.46%
Roths Overall - +18.28%
Net Worth Overall - +8.78%
I expect some pullback after AAPL GOOG AMZN and F took a dump for ER today
As you expected, market took away yesterday's gain - at least for me.
Where do you put your money if you don't mind me asking?
I thought about switching to ETF in taxable, but I haven't. ETF price fluctuates throughout the day, and I have no idea about the best time to place buy order.
"Know what you own, and know why you own it." — Peter Lynch
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Re: What are you up YTD? [Year To Date]
It is a tremendous start to the year -- overall net worth is up 8.5%. It's great to log into the accounts and see the numbers growing again. Net worth is now at an all-time high. On the other hand part of me is always annoyed that now my new paychecks are being invested at a higher price.
Re: What are you up YTD? [Year To Date]
ETF share value fluctuates throughout the day. And I am busy not monitoring share value while the market is opening. I do not want to place a buy order when the price may be at the peak for the day. Once the market closes, price is set. There is no regret in buying after market closes.placeholder wrote: ↑Sat Feb 04, 2023 12:02 amWhy do you think that there is a best time other than while the market is open?
"Know what you own, and know why you own it." — Peter Lynch
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Re: What are you up YTD? [Year To Date]
Why do you think you would be able to tell whether it's a peak even if you were monitoring it?Metsfan91 wrote: ↑Sat Feb 04, 2023 2:49 pm ETF share value fluctuates throughout the day. And I am busy not monitoring share value while the market is opening. I do not want to place a buy order when the price may be at the peak for the day. Once the market closes, price is set. There is no regret in buying after market closes.
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Re: What are you up YTD? [Year To Date]
I ran the monthly numbers on my 60/40 portfolio:
ytd: 5.66%
one year: -1.98%
from personal high (nov 2021): -6.34%
from retirement (feb 2018): +31.49%
ytd: 5.66%
one year: -1.98%
from personal high (nov 2021): -6.34%
from retirement (feb 2018): +31.49%
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- Joined: Tue Aug 16, 2022 9:59 am
Re: What are you up YTD? [Year To Date]
Here is my rough allocation:
60% in VTIVX (Vanguard Target Retirement 2045 Fund): up 7.71% YTD
30% in VTI: up 9.15% YTD
10% in I-bonds: up 8% YTD
60% in VTIVX (Vanguard Target Retirement 2045 Fund): up 7.71% YTD
30% in VTI: up 9.15% YTD
10% in I-bonds: up 8% YTD
Re: What are you up YTD? [Year To Date]
I could not tell. All I assume that price will start to drop for the rest of the day right after my buy order gets processed.placeholder wrote: ↑Sat Feb 04, 2023 5:22 pmWhy do you think you would be able to tell whether it's a peak even if you were monitoring it?Metsfan91 wrote: ↑Sat Feb 04, 2023 2:49 pm ETF share value fluctuates throughout the day. And I am busy not monitoring share value while the market is opening. I do not want to place a buy order when the price may be at the peak for the day. Once the market closes, price is set. There is no regret in buying after market closes.
"Know what you own, and know why you own it." — Peter Lynch
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Re: What are you up YTD? [Year To Date]
Effective 31 December 2022 my adjusted portfolio value was down 2.6 percent and my bridging fund (G Fund) was up 13.8 percent due to contributions and treasury yields. My ability to retire at the end of 2023 is unchanged.
Portfolio does not include bridging fund.
Adjusted means the the US stock portion of the portfolio has been adjusted for overvaluation based on CAPE.
Portfolio does not include bridging fund.
Adjusted means the the US stock portion of the portfolio has been adjusted for overvaluation based on CAPE.
1/3rd VTWAX, 1/3rd Wellington, 1/3rd G Fund |
All models are wrong. Some are useful.
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Re: What are you up YTD? [Year To Date]
YTD: 9.29%
Re: What are you up YTD? [Year To Date]
At the end of month, February, up 4.93% YTD - all equity, US/Ex-US. A loss of -3.19% for the month of February.
"Know what you own, and know why you own it." — Peter Lynch
Re: What are you up YTD? [Year To Date]
Well Feb wasn't quite as kind...but still a great start to the year.
Stocks in my Roth - +21.03%
Roths Overall - +11.23%
Net Worth Overall - +5.79%
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Re: What are you up YTD? [Year To Date]
End of February - Total Net Worth up 3.64% (but down from last month)
Re: 2022 YTD Performance - 12/31/2022
YTD (28 February 2023) returns of a few 60/40 funds for your viewing and benchmarking pleasure:
2.81% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
2.88% VBIAX Vanguard Balanced Index fund, has US only and no international
2.97% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
8.52% AVUV Avantis US Small Cap Value ETF
-4.56% MTUM iShares MSCI USA Momentum Factor ETF
4.40% VTSAX Vanguard Total US Stock Market
3.95% VTIAX Vanguard Total International Stock Market
0.57% VBTLX Vanguard US Bond Index fund
0.39% VSCSX Vanguard Short-Term Corporate Bond Index fund
0.56% VAIPX Vanguard Inflation-Protected Securities fund
-1.37% QREARX TIAA Real Estate
3.94% VGSLX Vanguard Real Estate Index fund
2.81% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
2.88% VBIAX Vanguard Balanced Index fund, has US only and no international
2.97% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
8.52% AVUV Avantis US Small Cap Value ETF
-4.56% MTUM iShares MSCI USA Momentum Factor ETF
4.40% VTSAX Vanguard Total US Stock Market
3.95% VTIAX Vanguard Total International Stock Market
0.57% VBTLX Vanguard US Bond Index fund
0.39% VSCSX Vanguard Short-Term Corporate Bond Index fund
0.56% VAIPX Vanguard Inflation-Protected Securities fund
-1.37% QREARX TIAA Real Estate
3.94% VGSLX Vanguard Real Estate Index fund
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Re: 2022 YTD Performance - 12/31/2022
Thanks Livesoft. I now look forward to your monthly updateslivesoft wrote: ↑Wed Mar 01, 2023 6:12 am YTD (28 February 2023) returns of a few 60/40 funds for your viewing and benchmarking pleasure:
2.81% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
2.88% VBIAX Vanguard Balanced Index fund, has US only and no international
2.97% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
8.52% AVUV Avantis US Small Cap Value ETF
-4.56% MTUM iShares MSCI USA Momentum Factor ETF
4.40% VTSAX Vanguard Total US Stock Market
3.95% VTIAX Vanguard Total International Stock Market
0.57% VBTLX Vanguard US Bond Index fund
0.39% VSCSX Vanguard Short-Term Corporate Bond Index fund
0.56% VAIPX Vanguard Inflation-Protected Securities fund
-1.37% QREARX TIAA Real Estate
3.94% VGSLX Vanguard Real Estate Index fund
Great public service, Sir.
“At some point you are trading time you will never get back for money you will never spend.“ |
“How do you want to spend the best remaining year of your life?“
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Re: What are you up YTD? [Year To Date]
As of 1-Feb-23 we were up 3.98% from 1-Jan-23.
As of 1-Mar-23, we are up 1.13% from 1-Jan-23.
Current Asset Allocation is 50.4% Equities, 33.3% Bonds, 16.3% Cash.
As of 1-Mar-23, we are up 1.13% from 1-Jan-23.
Current Asset Allocation is 50.4% Equities, 33.3% Bonds, 16.3% Cash.
Re: What are you up YTD? [Year To Date]
4.1% as of yesterday.
85% equities (25% international), 15% bonds
85% equities (25% international), 15% bonds
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- Joined: Tue Oct 02, 2018 6:10 pm
- Location: NYC
Re: What are you up YTD? [Year To Date]
YTD 6.18%
AA 95/5
VOO 60.96%
VGT 31.96%
Apple 2.23%
cash 5%
AA 95/5
VOO 60.96%
VGT 31.96%
Apple 2.23%
cash 5%
- ruralavalon
- Posts: 26353
- Joined: Sat Feb 02, 2008 9:29 am
- Location: Illinois
Re: What are you up YTD? [Year To Date]
Age 77, my asset allocation is 60/40.
Total return year to date is up 2.88%.
Total return year to date is up 2.88%.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
Re: What are you up YTD? [Year To Date]
Asset allocation is 60/40
US Total Stock/US Total Bond+CD
Total return YTD up 3.84%
US Total Stock/US Total Bond+CD
Total return YTD up 3.84%
The best tools available to us are shovels not scalpels |
Keep it simple! |
60/40 portfolio. Total US Stock Index/Total US Bond Index. SPIA in late 70s
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Re: What are you up YTD? [Year To Date]
I ran the monthly numbers on my 60/40 portfolio. Down a bit from last month:
ytd: +4.03%
one year: -1.88%
from personal high (nov 2021): -7.79%
from retirement (feb 2018): +29.46%
ytd: +4.03%
one year: -1.88%
from personal high (nov 2021): -7.79%
from retirement (feb 2018): +29.46%
- drumboy256
- Posts: 673
- Joined: Sat Jun 06, 2020 2:21 pm
Re: What are you up YTD? [Year To Date]
So far so good.
Split is 60/30 US/Ex-US 10 LTT with > 70% SCV tilt
7.39% YTD
Split is 60/30 US/Ex-US 10 LTT with > 70% SCV tilt
7.39% YTD
Promise is one thing. Fulfilling that promise is quite another. - Sir Alex Ferguson |
20% IVV / 40% IBIT / 20% IXUS / 20% VGLT + chill
Re: What are you up YTD? [Year To Date]
Age:77
63Eq/37Bd
YTD 2.12
Thank you TotStkMkt (VTSAX). Dragged (for now) by HlthCare Indx (VHCIX)!
63Eq/37Bd
YTD 2.12
Thank you TotStkMkt (VTSAX). Dragged (for now) by HlthCare Indx (VHCIX)!
Aimlessly wandering to discover where I am.
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Re: What are you up YTD? [Year To Date]
Retired 67 & 72.
48 stock / 28 bond (funds) / 24 cash
YTD 1.97 %
89 % domestic 11 % international.
The bond funds have been a drag obviously and we are still down - 8.71 % from last year. Staying the course.
48 stock / 28 bond (funds) / 24 cash
YTD 1.97 %
89 % domestic 11 % international.
The bond funds have been a drag obviously and we are still down - 8.71 % from last year. Staying the course.
Re: What are you up YTD? [Year To Date]
Down -21.35% in 2022. Up +6.19% so far this year. No big changes to allocation.
54% US total market, 20% ex-US total market, 19% treasuries, 7% alternatives.
54% US total market, 20% ex-US total market, 19% treasuries, 7% alternatives.
2023 YTD Performance - 03/31/2023
YTD (31 March 2023) returns of a few 60/40 funds for your viewing and benchmarking pleasure:
5.50% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
5.59% VBIAX Vanguard Balanced Index fund, has US only and no international
4.24% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
-0.16% AVUV Avantis US Small Cap Value ETF (1-month return of -8.00% Ouch!)
-4.15% MTUM iShares MSCI USA Momentum Factor ETF
7.16% VTSAX Vanguard Total US Stock Market
6.66% VTIAX Vanguard Total International Stock Market
3.16% VBTLX Vanguard US Bond Index fund
1.72% VSCSX Vanguard Short-Term Corporate Bond Index fund
3.48% VAIPX Vanguard Inflation-Protected Securities fund
-2.41% QREARX TIAA Real Estate
1.80% VGSLX Vanguard Real Estate Index fund
5.50% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
5.59% VBIAX Vanguard Balanced Index fund, has US only and no international
4.24% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
As has been the case for a while the performance of a 60/40 portfolio varies by quite a bit depending on how the 60/40 is constituted.
Also note:
-0.16% AVUV Avantis US Small Cap Value ETF (1-month return of -8.00% Ouch!)
-4.15% MTUM iShares MSCI USA Momentum Factor ETF
7.16% VTSAX Vanguard Total US Stock Market
6.66% VTIAX Vanguard Total International Stock Market
3.16% VBTLX Vanguard US Bond Index fund
1.72% VSCSX Vanguard Short-Term Corporate Bond Index fund
3.48% VAIPX Vanguard Inflation-Protected Securities fund
-2.41% QREARX TIAA Real Estate
1.80% VGSLX Vanguard Real Estate Index fund
Last edited by livesoft on Sat Apr 01, 2023 4:08 am, edited 1 time in total.
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- Posts: 795
- Joined: Sun Oct 15, 2017 4:20 pm
Re: What are you up YTD? [Year To Date]
Feb 2, 2023 I regained the level of my Jan 2022 asset value peak. Subsequently (immediately), the market dropped and so did my portfolio. As of today, I have again reached my all-time high. I’m hesitant to believe the S&P500 will break out above the 3850-4150 channel it’s been in, but I hope it does.
Re: What are you up YTD? [Year To Date]
7.4% YTD.
PSLDX and HFEA slightly outperforming benchmark YTD.
PSLDX and HFEA slightly outperforming benchmark YTD.
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"