What are you up YTD? [Year To Date]

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corn18
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Re: What are you up YTD? [Year To Date]

Post by corn18 »

Candor wrote: Sat Mar 12, 2022 11:37 am
corn18 wrote: Sat Mar 12, 2022 10:02 am -6.32%. 60/40 but the 40 is in a stable value fund which is up 0.29% YTD vs. total bond which is down 7.7%.
BND is -4.84 YTD. SVF at +.29% is sounding good in comparison though.
You're right, I was using the 52 week high.
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clip651
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Re: What are you up YTD? [Year To Date]

Post by clip651 »

corn18 wrote: Sat Mar 12, 2022 10:02 am -6.32%. 60/40 but the 40 is in a stable value fund which is up 0.29% YTD vs. total bond which is down 7.7%.
Where do you see total bond down 7.7%?

Vanguard lists total bond (VBTLX) down 4.82% YTD.
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corn18
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Re: What are you up YTD? [Year To Date]

Post by corn18 »

clip651 wrote: Sat Mar 12, 2022 2:34 pm
corn18 wrote: Sat Mar 12, 2022 10:02 am -6.32%. 60/40 but the 40 is in a stable value fund which is up 0.29% YTD vs. total bond which is down 7.7%.
Where do you see total bond down 7.7%?

Vanguard lists total bond (VBTLX) down 4.82% YTD.
See post above, it's down 7.7% from 52 week high.
Consistently sets low goals and fails to achieve them.
RXfiles
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Re: What are you up YTD? [Year To Date]

Post by RXfiles »

-11% year to date. Woo hoo.
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Portfolio7
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Re: What are you up YTD? [Year To Date]

Post by Portfolio7 »

Down: roughly (6.9%) YTD. 73/27, Stocks about 43% US / 24% International / 6% Commodities, and Fixed Income is about 76% Stable Value Fund (up .41% YTD) and 4% Int Treasuries, 20% ST Treasuries (mostly in a fully vested cash pension fund; I have no choice regarding how that's invested)

My international component is a bit lower than usual due to tactical adjustments, and that mostly went into commodities a month ago (which I normally don't carry.) Yes, that is market timing/performance chasing (limited to 10% of my portfolio).

(Edit, numbers updated from original post to correct for data entry error.)
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Weathering
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Re: What are you up YTD? [Year To Date]

Post by Weathering »

Weathering wrote: Wed Mar 02, 2022 11:03 pm Down 1% and really wishing the S&P 500 would get back above 4440 (approximately my break even point from Jan 1, 2022). Yet, 4400 seems to be the top of range lately that send stocks lower each time.

Energy stocks/funds helped me a lot.
If the S&P 500 closes at 4440 today (it's there right now with just under two hours of trading left), then I'll be even from Jan 1.
Haven't looked at my account balances in weeks, but will do a quick sum this weekend.
Caduceus
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Re: What are you up YTD? [Year To Date]

Post by Caduceus »

This is definitely the most volatile start of the year I've experienced so far. Massive portfolio fluctuations, but am currently up 11%. I am 130% in stocks (allocated across three positions, one of which is domestic and the other two international). 46% of the options leverage was purchased between March 11-15, and are LEAPs expiring between 2023 and January 2024.
revhappy
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Re: What are you up YTD? [Year To Date]

Post by revhappy »

My networth has recouped most of its YTD losses, although it is thanks to new inflows. So it is down about 1.5% with new inflows and down about 2.5% without inflows.
balbrec2
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Re: What are you up YTD? [Year To Date]

Post by balbrec2 »

Up? How about -6%
OpenMinded1
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Re: What are you up YTD? [Year To Date]

Post by OpenMinded1 »

Down 4.75% to 5%. 50/50 portfolio. The 50% non-stock portion is comprised of a substantial percentage of TIPS, I-Bonds, and government G Fund.
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Sheepdog
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Re: What are you up YTD? [Year To Date]

Post by Sheepdog »

3/30/22
Down -2.27% 33.4% stock

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

Post by Normchad »

Down 4.8%.
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ruralavalon
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Re: What are you up YTD? [Year To Date]

Post by ruralavalon »

Age 76, retired, our asset allocation is 60/40.

Total return year to date is negative 5.60%.
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livesoft
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Re: What are you up YTD? [Year To Date]

Post by livesoft »

ruralavalon wrote: Thu Mar 31, 2022 7:20 pm Age 76, retired, our asset allocation is 60/40.

Total return year to date is negative 5.60%.
Someone might be invested 100% in VBIAX. ;)
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livesoft
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Re: What are you up YTD? [Year To Date]

Post by livesoft »

ruralavalon wrote: Thu Mar 31, 2022 7:20 pm Age 76, retired, our asset allocation is 60/40.

Total return year to date is negative 5.60%.
Someone might be invested 100% in VBIAX. ;)
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AnnetteLouisan
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Re: What are you up YTD? [Year To Date]

Post by AnnetteLouisan »

Well in taxable, Im up $15/share on average. I’ll provide my tax deferred percentages tomorrow.
DarkMatter731
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Re: What are you up YTD? [Year To Date]

Post by DarkMatter731 »

Down 20% in my main strategy, which is completely correlated to the market - 3/4 of my portfolio is allocated here.

Up 15% in my uncorrelated model which is fairly uncorrelated with the market - 1/4 of my portfolio is allocated here.

So down around 12% in total which I'm pretty okay with.
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Metsfan91
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Re: What are you up YTD? [Year To Date]

Post by Metsfan91 »

Down 6.73% as of market close on 3/31.

All equity. 52/48 US/ex-US
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ruralavalon
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Re: What are you up YTD? [Year To Date]

Post by ruralavalon »

livesoft wrote: Thu Mar 31, 2022 7:26 pm
ruralavalon wrote: Thu Mar 31, 2022 7:20 pm Age 76, retired, our asset allocation is 60/40.

Total return year to date is negative 5.60%.
Someone might be invested 100% in VBIAX. ;)
Correct, a simple one-fund portfolio :) .
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link: Bogleheads® investment philosophy
atdharris
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Re: What are you up YTD? [Year To Date]

Post by atdharris »

-8.7% - 25% in international, tech tilt holding a few FAANGs and a small bit of ARKK.
Luckywon
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Re: What are you up YTD? [Year To Date]

Post by Luckywon »

ruralavalon wrote: Fri Apr 01, 2022 10:47 am
livesoft wrote: Thu Mar 31, 2022 7:26 pm
ruralavalon wrote: Thu Mar 31, 2022 7:20 pm Age 76, retired, our asset allocation is 60/40.

Total return year to date is negative 5.60%.
Someone might be invested 100% in VBIAX. ;)
Correct, a simple one-fund portfolio :) .
About the same as me. 60/40 (52 US, 8 INT, 40 BND) and down 5.45%

Edit: Oops, embarrassing math error. I'm down 4.54%, not 5.45%. Back to arithmetic school.
Last edited by Luckywon on Fri Apr 01, 2022 12:55 pm, edited 1 time in total.
Jags4186
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Re: What are you up YTD? [Year To Date]

Post by Jags4186 »

As of yesterday I am down 6.38%
Dottie57
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Re: What are you up YTD? [Year To Date]

Post by Dottie57 »

Normchad wrote: Wed Mar 30, 2022 10:37 pmDown 4.8%.
Me too.
Goodenoughforme
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Re: What are you up YTD? [Year To Date]

Post by Goodenoughforme »

Negative 5.32%.
Int'l and TTL Bond funds are the biggest culprits. Small cap value is still negative but the best performer, so far.
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AnnetteLouisan
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Re: What are you up YTD? [Year To Date]

Post by AnnetteLouisan »

I’m down a few thousand $ in tax deferred but not much. I’m fixed income heavy - mostly treasuries and stable value. My Fidelity IRA and taxable (FSKAX and VTI) are up because I…. Did you know what! (Bought dips). But in the aggregate they are only up $745.00.

My total net worth is up $37k though for the year (after taxes), even with the unrealized stock losses. I’m easily on track for $2M net worth by 12/31/22. Which I’m still pleased about, I don’t care. It’s a lot to me, although less than it used to be.
Last edited by AnnetteLouisan on Mon Apr 04, 2022 10:33 am, edited 6 times in total.
livesoft
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Re: 2022 YTD Performance - 02/28/2022

Post by livesoft »

YTD (31 March 2022) returns of a few 60/40 funds for your viewing pleasure:

-5.66% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International (no change since 28 Feb!)
-5.60% VBIAX Vanguard Balanced Index fund, has US only and no international
-4.35% 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:
+0.43% AVUV Avantis US Small Cap Value ETF
-7.24% MTUM iShares MSCI USA Momentum Factor ETF

-5.46% VTSAX Vanguard Total US Stock Market
-6.09% VTIAX Vanguard Total International Stock Market
-5.99% VBTLX Vanguard US Bond Index fund

+5.44% QREARX TIAA Real Estate
-5.97% VGSLX Vanguard Real Estate Index fund
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bgf
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Re: What are you up YTD? [Year To Date]

Post by bgf »

-7.3%

Mostly 90-10 Target Date, with a little of PSLDX and HFEA which dragged me down a tad.
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skierincolorado
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Re: What are you up YTD? [Year To Date]

Post by skierincolorado »

I think I'm down about 11% on a 135%/170% stock/ITT AA.

Maybe down about 5% after contributions

Probably up after including home nw
Last edited by skierincolorado on Fri Apr 01, 2022 2:04 pm, edited 4 times in total.
Activesloth
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Re: What are you up YTD? [Year To Date]

Post by Activesloth »

No losses YTD. 100% US stocks.
FlamePoint
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Re: What are you up YTD? [Year To Date]

Post by FlamePoint »

Retired 1.5 years, 55/40/5 3 fund portfolio; down -5.05% YTD.
Gecko10x
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Re: What are you up YTD? [Year To Date]

Post by Gecko10x »

Down about 3.9% including contributions. Too lazy to figure it out excluding :happy
Nicolas
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Re: What are you up YTD? [Year To Date]

Post by Nicolas »

Down only 2.61% as of the end of the quarter. I beat the market.
Last edited by Nicolas on Mon Apr 04, 2022 7:29 am, edited 1 time in total.
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Portfolio7
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Re: What are you up YTD? [Year To Date]

Post by Portfolio7 »

Retirement Investments down about (4.1%) as of 3/31 EOD. 70/30 (FI is mostly in Stable Value Fund, Stocks are tilted to value.)

Our RE (stake in 2 properties plus our house) is up about 8.5-9% if I average the RE sites. Total value of properties is now about the same as investments, so net worth is increasing, though we're a little less liquid.

Also, the business cash position & gross revenues are strongly up yty, about 40%, though part of that is timing.
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radiowave
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Re: What are you up YTD? [Year To Date]

Post by radiowave »

Just did first quarter YTD on my spreadsheet
-5.1% on a 3 fund 60/40 AA
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catlady
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Re: What are you up YTD? [Year To Date]

Post by catlady »

-1.7% Beardstown, around -5% with contributions removed
revhappy
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Re: What are you up YTD? [Year To Date]

Post by revhappy »

I am up slightly for the year, like 30bps. My allocation was 50% to equities in the beginning of the year, I increased it to 60%, by buying nasdaq at close to the bottom, and hit my target asset allocation.
Last edited by revhappy on Fri Apr 01, 2022 10:53 pm, edited 1 time in total.
Bollate
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Re: What are you up YTD? [Year To Date]

Post by Bollate »

Down -4.96 YTD
RetiredAL
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Re: What are you up YTD? [Year To Date]

Post by RetiredAL »

YTD 2022: -4.9%
12 months:+7.8%
Tib
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Re: What are you up YTD? [Year To Date]

Post by Tib »

Up about 2% despite drawing on portfolio for expenses (retiree), thanks to a large allocation to TREA (in lieu of bonds). Stocks close to even, thanks to materials ETFs and unwanted legacy shares of an electric utility. (Down in real terms, however.)
ClassOf2021
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Re: What are you up YTD? [Year To Date]

Post by ClassOf2021 »

Overall ytd return -1.48%

50/50 asset allocation with 27% in a fixed value fund and an energy tilt.
rich126
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Re: What are you up YTD? [Year To Date]

Post by rich126 »

I have a lot of stocks and not much in bonds. My core account is down about 1.5% from its January high. Berkshire, energy and gold have helped quite a bit. A poor choice of Shopify did not.
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andypanda
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Re: What are you up YTD? [Year To Date]

Post by andypanda »

"Up? How about -6%"

I'm at -5%. That's up from -10%. :)
bigoilboomer
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Re: What are you up YTD? [Year To Date]

Post by bigoilboomer »

I'm down 6.3% for the year across all my managed accounts.

I'm up 6.2% since the end of Feb 2020, whereas VT is up 42.7%. My beta is 0.5.

Bonds... :(
Nver2Late
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Re: What are you up YTD? [Year To Date]

Post by Nver2Late »

End of first quarter : -4.36% (...and for some reason I'm feeling good about that)
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deviant355
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Re: What are you up YTD? [Year To Date]

Post by deviant355 »

Down 4.78% YTD, 100% US stocks.
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Spinola
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Re: What are you up YTD? [Year To Date]

Post by Spinola »

Down 3.1% :?
Last edited by Spinola on Mon Apr 04, 2022 8:23 am, edited 1 time in total.
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The Casualty
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Re: What are you up YTD? [Year To Date]

Post by The Casualty »

Down - 4.22 %.

50 / 35 / 15 (Stock / Bond / Cash)
smectym
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Re: What are you up YTD? [Year To Date]

Post by smectym »

Down
-2.85%
40/60
chuckb84
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Re: What are you up YTD? [Year To Date]

Post by chuckb84 »

About -4% YTD, averaged over all holdings,VTSAX, VTIAX, VBTLX and one account that is 50/50 Wellesley/Wellington.

Of course, in this insane real estate market, my house is up way more than my stock losses, so there's that.
sschullo
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Re: What are you up YTD? [Year To Date]

Post by sschullo »

35/65 portfolio.
-3.6% YTD
Q1 2022
Never in the history of market day-traders’ has the obsession with so much massive, sophisticated, & powerful statistical machinery used by the brightest people on earth with such useless results.
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