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Post by kathiel on Jan 22, 2022 1:42:39 GMT
My TIRA, which is all dividend-paying stocks, was down half a percent; my (much smaller and growthier) Roth was down 1.5%. Overall, I'm pretty happy with the performance of both portfolios.
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Post by Deleted on Jan 22, 2022 1:54:35 GMT
I was down 1.4% today. 4.2% for the year so far. I expect more to come.
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Post by Deleted on Jan 22, 2022 2:06:58 GMT
I'm at roughly 50% Equity/ 50% Bonds. -0.56% for 01/21.
Not sweating yet, still have a few years until I start withdrawing from the portfolio.
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Post by richardsok on Jan 22, 2022 2:19:05 GMT
Up 0.8% YTD. RIO, commodities & energy did well for me. Most (not all!) of my exits went according to plan. Shouldn't have trimmed my hedges so soon -- but the gains looked good at the time. They were the only whipsaws I faced -- so far.
Holding positions in CAPL, DX, EPD, SBSW, AGQ, BCI, NRGX, FPI, PMC, FSK, NRZ, GLPpB, SBpC, DLNGpA. (Also SH & DOG for hedges.) Most positions small, or smaller than they were a couple of weeks ago, and altogether less than 50% of PV. No big broad equity or growth; just some good yielding flotsam sloshing about that remains. Didn't make a conscious decision to hold these; was just occupied being sure to dump the Big Boys when the technicals called.... and some of the small fry got left behind. Would love to pick up some CEF preferreds when/if their YOC get up over 8%.
Am acutely aware my trading is anathema to many. Just believe the more disciplined I am, the better.
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Post by racqueteer on Jan 22, 2022 4:45:13 GMT
Not sure about today, but shouldn’t have been too bad. Down 2% for the week. I began the week around 60-40; with decent chunks of VOO & QQQ. Today I had neither. 8^b
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Post by Mustang on Jan 22, 2022 7:49:28 GMT
The part of my portfolio that I track has an asset allocation of 65/30/5 according to Morningstar's X-ray. It was down 0.89% on Friday. Down 4.29% YTD. This month's purchases of Wellington and Wellesley were at a slight discount.
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Post by alvinthechipmunk on Jan 22, 2022 8:24:01 GMT
Y-T-D: down-3.45% Friday, just today alone: -0.54%. I can live with it.
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Post by anitya on Jan 22, 2022 11:01:37 GMT
M* says my portfolio lost 5% YTD, which Is the worse in this thread so far. What surprised me is M* says my equity is at 63% as of Friday night. That seems way too high. 5% loss I think is accurate. Based on the dollar loss and no losses from fixed income, the 63% equity must be right. I did not realize it crept up so high.
So, this gives me a new work item for 2022 - i.e., better monitoring of my portfolio.
During March 2020 draw down, I am pretty sure my portfolio was down at least 25%. I am also sure my portfolio is a lot more risky now than then. I do not think I will be selling any - I have already sold some in the past few weeks but not enough I guess.
Norbert has been predicting the current market draw down since as far back as August. Good call, Norbert.
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Post by roi2020 on Jan 22, 2022 11:46:30 GMT
I don't often check my portfolio value but frequently do check my funds' returns. At the beginning of the year, 70% of my portfolio was in equities with the remainder in fixed income/cash. Here are my "eyeball" estimates.
Friday: down ~1.25% YTD: down ~6.50%
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Post by Fearchar on Jan 22, 2022 11:51:58 GMT
I'm off 3.5% YTD; Mom is off 7.6% (ouch).
But, considering how well the last 3 years have gone, have little regret.
If I had sold any SPGI or DE in Mom's account, there would have been a 15% cap gain tax.
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Post by fishingrod on Jan 22, 2022 12:32:37 GMT
I was down Friday less than .32%
For the YTD down less than 1.35%.
2021 Total return = 7.97% with 23.54% stocks
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Post by win1177 on Jan 22, 2022 12:51:37 GMT
Down about 0.92% today, down 2.9% for the year (since 1/1/22). My portfolio, although high in equity (84% equity), tends to be less volatile as I hold a lot of wide moat blue chip dividend payers, which on average have lower betas. So I tend t be about 2/3 to 3/4 the volatility of a 100% stock portfolio.
Win
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Post by oldskeet on Jan 22, 2022 13:23:59 GMT
kathiel ,@slooow ,@django , richardsok , racqueteer , Mustang , alvinthechipmunk , anitya , roi2020 , Fearchar , fishingrod , win1177 , Hi guys, Most know how I roll being an asset allocator with a baseline asset allocation of 20% cash, 40% income and 40% equity. For Friday 01/21/22 Old_Skeet was down -0.71%, for the week I was down -2.17% and year to date I am down -2.64%. In my following a hypo 50/50 portfolio made up of 50% AGG (bonds) & 50% SPY (stocks), and rebalanced monthly, it was down on Friday -0.76%, for the week it was down -2.74% and year to date it is down -4.59%. I plan to restart an equity ballast (step buy) position on Monday since the S&P 500 Index's breadth reading is now below 40 (50 day moving average). I wish all ... "Good Investing." Old_Skeet
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Post by bugman on Jan 22, 2022 13:36:31 GMT
Down 1.6% YTD, but now sitting on 47% cash and awaiting to buy when all are in despair.
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Post by kathiel on Jan 22, 2022 14:44:04 GMT
So I looked at how I've done ytd, and my Roth is down .57% and my TIRA is down .0087%. I'm basically 100% equities, minor amounts of cash from "excess" dividends. All the stocks I own pay a dividend, even if it's tiny (like Apple)
When I said I was happy with my portfolio's performance, I meant that I was pleased with it, not that my happiness depends on the performance of my portfolio. I only started investing in 1998, so I see myself as still a novice.
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Post by Chahta on Jan 22, 2022 14:51:39 GMT
Down 1.6% YTD, but now sitting on 47% cash and awaiting to buy when all are in despair. Don't wait too long. Curious about your method to know when to buy.
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Post by Chahta on Jan 22, 2022 14:56:40 GMT
I'm at roughly 50% Equity/ 50% Bonds. -0.56% for 01/21. Not sweating yet, still have a few years until I start withdrawing from the portfolio. I am about 50/50 too but down about 3.5%. How have you done so well?
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Post by bugman on Jan 22, 2022 15:10:25 GMT
Down 1.6% YTD, but now sitting on 47% cash and awaiting to buy when all are in despair. Don't wait too long. Curious about your method to know when to buy. I have a "very precise" method....I see what you all (I'm now in NC, so it's y'all) here are doing! LOL. I don't expect to time the market since that is folly, but I hope to be in the bottom ballpark as an entry point since I sold a good portion of my equities plus PDI back in mid September. I bought much of the PDI back in the past month, but in equities I'll likely go in the SCHD direction for the income and a mixture of value and a little growth as I bring up our equity shares to around 60% (currently at 25%). I'll still keep a healthy cash position around 15% for emergencies and advantaged market buys. I'm very curious to see what happens next week and may purchase a few tranches on the lows.
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Post by Deleted on Jan 22, 2022 15:24:20 GMT
I'm at roughly 50% Equity/ 50% Bonds. -0.56% for 01/21. Not sweating yet, still have a few years until I start withdrawing from the portfolio. I am about 50/50 too but down about 3.5%. How have you done so well? I just reported Friday's loss, the subject of the OP YTD, I'm down a similar amount as you.
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Post by FD1000 on Jan 22, 2022 15:29:10 GMT
If you invested mostly in value/high income stocks, you have done better YTD, but you missed a lot of performance since 2009.
My portfolio wmade zero for Friday and the week. YTD=0.1%. 99+% in bonds OEFs.
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Post by jcserc on Jan 22, 2022 17:45:28 GMT
I am down about 7+% yard with a 75/25 equity portfolio that is obviously heavily tilted towards growth. Oh well…let’s not forget this is just a natural and normal part of investing…otherwise there wouldn’t be a possibility of making money
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Post by saratoga on Jan 22, 2022 19:57:07 GMT
VOO is -7.76% YTD and my portfolio was 77% equity. So, I take -7.76*0.77=-5.98 as baseline. I would have been happy with PRWCX -5.03% YTD. Actually, my portfolio with -25% declines of MSEGX and other growth funds is down approximately -7% YTD. My modest storm shelter I built in recent months is holding up ok: -1.4% ytd.
Not good but acceptable.
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Post by steelpony10 on Jan 22, 2022 23:09:59 GMT
Ha. Ha.. Friday only was down 1.2% Thanks to a fat 40+ year muni stopper on reinvestment. Felt like a final blow off move to me. If I hadn’t attended a twelve step investing recovery group I’d be loading up on tech and increasing the herd.
YTD -5.7% (3 wks?) with our tech heavy portfolio since the late 80’s or so. Live by the sword die…… I believe I’m down to 3- 4 lives.
Since inception (DOW 750) and despite my tinkering, self created mishaps, market swoons and hiccups, but lucky enough to be alive at the dawn of the internet age and risk adverse enough to invest in early upstarts MSFT, AAPL, INTC and 20 years later AMZN our portfolio has grown 4300%+ (a quick guess based on actual contributions). The magic of compounding, time and dumb luck.
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Post by Capital on Jan 22, 2022 23:10:04 GMT
"How did your portfolio do on Friday?" Je ne veux pas en parler
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Post by steelpony10 on Jan 22, 2022 23:21:55 GMT
Capital , Nous sommes tous amis, soi-disant. Ne soyen pas timide. So says the backwoods Québécois. If she made me swear, sorry. 🙏🏼
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Post by chang on Jan 22, 2022 23:30:05 GMT
Ha. Ha.. Friday only was down 1.2% Thanks to a fat 40+ year muni stopper on reinvestment. Felt like a final blow off move to me. I hope you're right. But I remember in 2008-2009 how many times I thought to myself, after an ugly day/week, "well that has to be this sell-off's final, cathartic puke. Now it's time to buy." And yet the bottom was still far away. With all the variables in play now (valuations, inflation, pandemic, Ukraine & China, interest rates and the Fed, ...) I don't see how anyone can know when and where the bottom is.
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Post by Chahta on Jan 22, 2022 23:42:12 GMT
Ha. Ha.. Friday only was down 1.2% Thanks to a fat 40+ year muni stopper on reinvestment. Felt like a final blow off move to me. If I hadn’t attended a twelve step investing recovery group I’d be loading up on tech and increasing the herd. YTD -5.7% (3 wks?) with our tech heavy portfolio since the late 80’s or so. Live by the sword die…… I believe I’m down to 3- 4 lives. Since inception (DOW 750) and despite my tinkering, self created mishaps, market swoons and hiccups, but lucky enough to be alive at the dawn of the internet age and risk adverse enough to invest in early upstarts MSFT, AAPL, INTC and 20 years later AMZN our portfolio has grown 43000%+. The magic of compounding, time and dumb luck. . . Well, I did add 1 share of AMZN. The devil made me do it.
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Post by Chahta on Jan 22, 2022 23:44:01 GMT
Ha. Ha.. Friday only was down 1.2% Thanks to a fat 40+ year muni stopper on reinvestment. Felt like a final blow off move to me. I hope you're right. But I remember in 2008-2009 how many times I thought to myself, after an ugly day/week, "well that has to be this sell-off's final, cathartic puke. Now it's time to buy." And yet the bottom was still far away. With all the variables in play now (valuations, inflation, pandemic, Ukraine & China, interest rates and the Fed, ...) I don't see how anyone can know when and where the bottom is. Mere mortal investors (us) are lucky to buy/sell within 10% of the bottom/top. Most sell within 10% of the bottom and buy within 10% of the top.
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Post by Chahta on Jan 22, 2022 23:48:34 GMT
"How did your portfolio do on Friday?" Je ne veux pas en parler steelpony10 , Capital , come on...don't be shy and tell us. I was down .87% Friday. It's weird having one's MM fund one of the top 4 performers.
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Post by steelpony10 on Jan 23, 2022 0:51:28 GMT
Ha. Ha.. Friday only was down 1.2% Thanks to a fat 40+ year muni stopper on reinvestment. Felt like a final blow off move to me. I hope you're right. But I remember in 2008-2009 how many times I thought to myself, after an ugly day/week, "well that has to be this sell-off's final, cathartic puke. Now it's time to buy." And yet the bottom was still far away. With all the variables in play now (valuations, inflation, pandemic, Ukraine & China, interest rates and the Fed, ...) I don't see how anyone can know when and where the bottom is. Whoa just an opinion only. That’s what I would do now. That’s all. I relied on time to erase my (in hindsight) mistakes which my opinion is I don’t have now so I stopped investing much at RMD’s. Target #1. Equities are just a future source, if I have one, to convert to CEF’s and munis as needed. One hundred minus your age may have been based on something. The point is all those missed bottoms and tops are worth a lot more now. Check the DOW from 2007-2011. No one can ever game an unknown. So DCA up and down, taking profits when they’re available and reinvesting on downward spirals. This isn’t brain surgery. It’s a glorified savings account which unfortunately in my opinion amateurs have too much control of. Lottery “thinking” shouldn’t be applied here.
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