K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
06/26/09
YTD:
Overall: 11.04%
备注:
S&P 500: 1.73%
Trading: 22.68%
Tie with index this week. The difference is my portfolio almost didn\'t
move but the index went down then up. |
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m**********r
发帖数: 887 | 2 YTD 4.23%
Current Asset allocation:
money market 26.68%
Commodity 11.21%
Bond 11.47%
US stock 32.52%
International 14.84%
Bear market 3.28% |
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K****D
发帖数: 30533 | 3 日期(MM/DD/YY):
07/02/09
YTD:
Overall: 11.38%
备注:
S&P 500: -0.67%
Trading: 23.53%
Since I don\'t have any MF in my portfolio now, I am able to show off as
early
as market close today. Beat the index by 2.6% this week. |
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K****D
发帖数: 30533 | 4 日期(MM/DD/YY):
07/10/09
YTD:
Overall: 11.46%
备注:
S&P 500: -2.67%
Trading: 24.51%
Beat index by 2% this week. Turned slightly more bullish this week (in case
the index bounces back). However, my portfolio is still quite stable and
should continue to beat the index if it drops. |
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K****D
发帖数: 30533 | 5 日期(MM/DD/YY):
07/17/09
YTD:
Overall: 12.26%
备注:
S&P 500: 4.11%
Trading: 23.43%
Lost to index by 6% this week. It\'s not even surprising since I\'ve lost 7%
to index before, hehe. My advantage shrank back to 1 month ago.
I just hate bull market! //sigh. |
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K****D
发帖数: 30533 | 7 日期(MM/DD/YY):
07/24/09
YTD:
Overall: 12.92%
备注:
S&P 500: 8.42%
Trading: 23.33%
Lost another 3.7% to index this week. It\'s amazing after a nearly 10% loss
to index in 2 week, I am still above it, hehe. |
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a**n
发帖数: 2431 | 8 hehe, I just had a look of my US portfolio and the YTD is 13%
, so close to yours
loss |
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K****D
发帖数: 30533 | 10 日期(MM/DD/YY):
07/31/09
YTD:
Overall: 11.11%
备注:
S&P 500: 9.33%
Trading: 24.87%
Lost another 2.5% to index this week.
Hurt by a bad ER. I did my first experiment to be an "analyst", and was
almost ready to bet on the ER. I am glad I didn't.
However, I only estimated Q2 revenue for that stock, and my
estimation has a slight less error than the average of wall
street analysts (on the opposite direction though).
My estimate on a particular section of the revenue, where I did
most of my research, onl |
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t*******d
发帖数: 2570 | 11 stock: 95.2%
Mutual fund: 23.35%
May not be able to update YTD for the next three weeks since I will go back
to China for a vacation. |
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y****e
发帖数: 23939 | 12 401 account, 15.3% YTD
all fidelity funds, no activity for 1.5 yr |
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y***l
发帖数: 6963 | 13 YTD:
mutual fund: 9.5%
stock: -17% |
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K****D
发帖数: 30533 | 14 日期(MM/DD/YY):
08/07/09
YTD:
Overall: 11.53%
备注:
S&P 500: 11.87%
Trading: 27.09%
I am finally back to the normal mode -- below S&P. Before today, I was
below S&P for 2 days during 2009. Lost to index by 2% this week. |
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j****h
发帖数: 219 | 15 YTD 14.96% with one of my investment account.
Allocation (%) Fund
3.86% Fidelity America Fund
3.06% Fidelity Emerging Markets Fund
4.03% Fidelity Euro Balanced Fund
9.90% Fidelity Euro Currency Fund
2.76% Fidelity Euro Stoxx 50 Fund
63.44% Fidelity European Growth Fund
1.61% Fidelity FE Pacific Fund
0.77% Fidelity International Bond Fund
1.30% Fidelity International Fund
3.53% Fidelity Sterling Currency Fund
0.86% Fidelity US Dollar Bond Fund
4.88% Fidelity US Dollar Cash |
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K****D
发帖数: 30533 | 16 日期(MM/DD/YY):
08/14/09
YTD:
11.23%
备注:
S&P 500: 11.16%
Trading: 27.81%
Tie with index this week, but I am back on top, hehe. Haven\'t done anything
for a month now. |
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s**********n
发帖数: 868 | 17 21.0%, tie with S&P index this week.
Actually I tend to use 50% US + 50% HK as my benchmark,
calcuated as SP500/2 + Hangseng/40, YTD 26.3%.
I have quite a lot exposure to China, but those stocks underperformed thus
far.
anything |
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m*****u
发帖数: 1342 | 18 about 51% YTD :D
anything |
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K****D
发帖数: 30533 | 19 日期(MM/DD/YY):
08/21/09
YTD:
11.48%
备注:
S&P 500: 13.60%
Trading: 25.54%
Lost to index by 2.xx% this week. I am already 2% below index. If the market
continues like this, I may be forced to do something in several weeks in
order
not to lag too much behind, //sigh. |
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K****D
发帖数: 30533 | 20 日期(MM/DD/YY):
08/28/09
YTD:
Overall: 11.21%
备注:
S&P 500: 13.91%
Trading: 25.13%
The index rose 0.3% and I dropped 0.3%, ft...
Still did nothing this week. |
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a**n
发帖数: 2431 | 21 Just had a look of my 401k
It's 22.2% YTD
Reduced it to 41% cash last week |
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K****D
发帖数: 30533 | 22 日期(MM/DD/YY):
09/04/09
YTD:
11.63%
备注:
S&P 500: 12.53%
Trading: 24.58%
Closed in the gap with index by 1.8% this week, thanks to the dropping
of market. I did nothing meanwhile. |
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K****D
发帖数: 30533 | 23 日期(MM/DD/YY):
09/11/09
YTD:
Overall: 12.98%
备注:
S&P 500: 15.44%
trading: 24.98%
Lost to index by 1.5% this week. It\'s not too bad since index rose by 3%
and I caught 50% of that. |
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K****D
发帖数: 30533 | 24 日期(MM/DD/YY):
09/18/09
YTD:
12.22%
备注:
S&P 500: 18.27%
Trading: 26.36%
The index rose nearly 3%, while I dropped 0.65%. One of the ugliest weeks,
//sigh...
Since I will soon lag the index by 10%, I am forced to prepare to inject
cash into equity position soon. I will wait for a good week (when I beat
the index) to do so. |
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y****e
发帖数: 23939 | 25 My 401K YTD is 27%.
Mostly(90%) fidelity Freedom2040. |
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K****D
发帖数: 30533 | 26 日期(MM/DD/YY):
09/25/09
YTD:
10.51%
备注:
S&P 500: 15.62%
Trading: 24.94%
Only beat the index by 1% this week. It's horrible performance for a
stable portfolio (-2% vs -3%). Meanwhile, the stock I wanted to buy
held up pretty well this week, which I don't like. Therefore I did
nothing again. |
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K****D
发帖数: 30533 | 27 日期(MM/DD/YY):
10/02/09
YTD:
10.90%
备注:
S&P 500: 13.50%
Trading: 25.18%
Beat the index by 2.5% this week (+0.5% vs -2%). The stock I wanted to
buy actually rose a little this week, so I have to wait more or may
have to find another target for short term. |
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K****D
发帖数: 30533 | 28 日期(MM/DD/YY):
10/09/09
YTD:
11.03%
备注:
S&P 500: 18.63%
Trading: 26.63%
lost to index by 5% (0% vs 5%) this week, the gap (7.6%) is now at
year peak. Reduced equivalent cash level from 90% to 60% this week
under pressure. |
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a**e
发帖数: 5794 | 29 Bro, you'd better listen to somebody else. Because my YTD
return is the worst here.
wa |
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K****D
发帖数: 30533 | 31 日期(MM/DD/YY):
10/16/09
YTD:
9.07%
备注:
S&P 500: 20.42%
Trading: 25.84%
Beaten by 4% this week (-2% vs 2%). After I increased equity position,
it\'s even worse now. |
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s**********n
发帖数: 868 | 32 22.3%.
Finally I stopped my losing streak to SP500. I'm winning back 0.5% this week
. But my benchmark stands at 34.6% YTD, I'm way behind. |
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s******y
发帖数: 200 | 33 不大明白怎么算出的S&P 500 和Trading占YTD的百分比,还有weekly return, 有人可以
科普以下么？新手上路中，看了本MF for dummies... |
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K****D
发帖数: 30533 | 34 日期(MM/DD/YY):
10/23/09
YTD:
8.24%
备注:
S&P 500: 19.52%
Trading: 24.84%
Tied with index this week. |
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K****D
发帖数: 30533 | 35 日期(MM/DD/YY):
10/30/09
YTD:
12.32%
备注:
S&P 500: 14.72%
Trading: 23.98%
Beat the index by nearly 9% this week (+4% vs -5%), by far the biggest
gainer of the year. This is partially due to a good ER.
However, my estimate is complete crap this time. My error is
approximately double the average of analysts, and almost matches
the worst analyst. The stock seems to underperform the industry
severely for some reason. From the conference call I can see
that some analysts have more information than I do. |
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K****D
发帖数: 30533 | 36 日期(MM/DD/YY):
11/06/09
YTD:
11.22%
备注:
S&P 500: 18.38%
Trading: 23.36%
Lost to index by 5% this week (-1% vs +4%). It\'s weird that my performance
is like a reverse index in the past 3 weeks or so, although I have a +35%
overall equity position. |
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H*******e
发帖数: 726 | 37 YTD 520% ...
performance |
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K****D
发帖数: 30533 | 38 日期(MM/DD/YY):
11/13/09
YTD:
14.84%
备注:
S&P 500: 21.06%
Trading: 22.57%
Beat the index by 1% this week (+3.5% vs +2.5%). Did nothing except
dropping positive equity position by a mere 2.5% (almost ignorable
to the performance). |
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K****D
发帖数: 30533 | 39 日期(MM/DD/YY):
11/20/09
YTD:
15.34%
备注:
S&P 500: 20.83%
I will stop posting trading account performance from now on. I traded
like once in 2-3 months there, which is even less frequent than in
my other accounts, so it doesn\'t make much sense to list it separately.
Beat the index by 0.7% this week (+0.5% vs -0.2%). Drastically reduced
equity position this week in order to switch to another stock that\'s
in the same industry (order not filled yet though). |
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K****D
发帖数: 30533 | 40 日期(MM/DD/YY):
11/27/09
YTD:
14.75%
备注:
S&P 500: 20.37%
Tied with index this week. |
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s****s
发帖数: 345 | 41 【 以下文字转载自 Stock 讨论区 】
发信人: solars (solaris), 信区: Stock
标 题: 有人showoff YTD return不？
发信站: BBS 未名空间站 (Sun Nov 29 03:37:54 2009, 美东)
我抛砖引玉
72% |
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K****D
发帖数: 30533 | 42 日期(MM/DD/YY):
12/04/09
YTD:
17.45%
备注:
S&P 500: 22.44%
Beat the index by 1% this week (+2.7% vs +1.6%). It\'s pretty good
considering my effective equity level is just 35% or so.
Since time is running out and I still lag 5%, I will have to increase
the volatility of my portfolio in the coming weeks to stay in the game. |
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K****D
发帖数: 30533 | 43 日期(MM/DD/YY):
12/11/09
YTD:
19.19%
备注:
S&P 500: 22.49%
Beat the index by 1.7% this week (+1.7% vs 0%). Unfortunately my plan
to pump up my equity level failed this week, since the stock positions
just kept on rising and I didn\'t have a chance to load. If it continues
like this, I\'ll have to dump all my short positions and/or use cash to
buy index ETF temporarily till the end of the year. It\'s just 2 weeks
from year end and I still lag more than 3%. |
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K****D
发帖数: 30533 | 44 日期(MM/DD/YY):
12/18/09
YTD:
18.51%
备注:
S&P 500: 22.06%
Lost to index by 0.3% this week (-0.7% vs -0.4%). Both my orders this
week (to sell short ETF and to buy a stock) didn\'t get filled, so I
am still at 35% equity position. With only 7 days left I don\'t think
I have much chance to catch up with S&P. I will try to gamble anyways.
35% equity is not gonna give me any chance unless index suddenly drops
like crazy. |
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K****D
发帖数: 30533 | 45 日期(MM/DD/YY):
12/26/09
YTD:
20.70%
备注:
S&P 500: 24.71%
Lost to index by 0.5% this week (+2.2% vs +2.7%). After I failed to sell
my short position last week, it hurts this week. I did pump up equity level
by about 12%, but it didn\'t help much.
Current there is almost no chance to catch up with the index (still lag
4%), so I will probably just let it be. |
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s**********n
发帖数: 868 | 46 Damn it, My YTD is tied with SP500 right now within a precision of 0.1%.
Whether I win or lose will solely depend on the last trading day, hehe. |
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K****D
发帖数: 30533 | 48 日期(MM/DD/YY):
01/08/10
YTD:
1.39%
备注:
S&P 500: 2.68%
Can\'t catch up with the index if it keeps rising like that, //sigh. |
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K****D
发帖数: 30533 | 49 日期(MM/DD/YY):
01/15/10
YTD:
1.37%
S&P 500: 1.88%
备注:
Beat the index by 0.8% this week (0% vs -0.8%).
My AA dropped 8% this week due to a bad ER, but fortunately my portfolio
held on thanks to diversification. Still haven\'t traded yet in the new
year. The portfolio size increased by 10% by cash injection.
In the coming weeks I need to figure out a few stocks as my next targets.
The currently holdings based on FA need to be sold gradually after the
Feb ER. One of the target I used to watch alread |
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K****D
发帖数: 30533 | 50 日期(MM/DD/YY):
01/22/10
YTD:
-0.60%
S&P 500: -2.09%
备注:
Beat the index by 2% this week (-2% vs -4%). It became so much easier
to beat the index in a down week. I hope every week is like this. |
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