K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
02/28/2011
YTD:
8.58%
S&P 500: 5.53%
备注:
Beat the index by 3% in 2 months. Traded 0 times during this period.
This update was done manually. My automatic excel sheet is still
not built. |
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K****D
发帖数: 30533 | 2 日期(MM/DD/YY):
03/31/11
YTD:
8.85%
S&P 500: 5.42% (not including dividends)
备注:
Both my portfolio and the S&P500 stayed flat during March.
I traded 3 times, majorly due to switching my broker (still ongoing). |
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y***e
发帖数: 6082 | 3 good to go!
日期(MM/DD/YY):
03/31/11
YTD:
8.85%
S&P 500: 5.42% (not including dividends)
备注:
Both my portfolio and the S&P500 stayed flat during March.
I traded 3 times, majorly due to switching my broker (still ongoing). |
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h**********e
发帖数: 413 | 4 看了一眼，
YTD 10.74%
Is this good performance? |
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K****D
发帖数: 30533 | 5 "50% mostly in late 2008." That explains all.
Trust me, pure DCA from mid 2007 till now has NO WAY of getting 30% APY.
I am just too lazy to compute. But I have been doing YTD weekly show off
for the past 5 years, so I know how the numbers should look like.
Think about it this way: if you were doing DCA, you will only have about
10% of your money contributed at the "good moments" -- late 2008 till
early 2009. The rest 90%, at not so attractive prices. Sure, it still beats
lumpsum in the middle o... 阅读全帖 |
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K****D
发帖数: 30533 | 6 日期(MM/DD/YY):
04/30/2011
YTD:
9.83%
S&P 500: 8.43%, excluding dividends
备注:
Month of April has been horrible -- 1% vs 3%. The IRA accounts actually
shrank, thanks to bad ER. Regular investment account stayed flat and 401k
rose a little because I went indexing at some point.
Large transactions are still expected to happen in May since I am yet
to close my old brokerage account. My new brokerage account has been
sitting on cash for a whole month. |
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s*****m
发帖数: 2024 | 7 401k YTD 14.25% Yesterday |
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K****D
发帖数: 30533 | 8 YTD: 9.05%
S&P 500: 6.96% (excluding dividends)
Beat the index by 0.7% in May (-0.8% vs -1.5%). It always looks
easier to beat the index when it's dropping. |
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K****D
发帖数: 30533 | 11 I can't since I only update YTD once per month now. So you will only
see 5 dots.
I used to do it every day but stopped since 12/31/2010.
beats
I |
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i****e
发帖数: 451 | 13 I am really curious what is the YTD NOW by today's close. If it still stands
30% then it is an ok strategy, otherwise as other people said, just over
leveraged market. |
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K****D
发帖数: 30533 | 14 日期(MM/DD/YY):
06/30/11
YTD:
5.49%
备注:
S&P 500: 5.01% (excluding dividends)
Horrible month. -3.6% vs -2.0%. My portfolio is more volatile than the
index, but shouldn\'t be by this much. It only means it sucks currently.
Traded 0 times. I am getting too lazy. |
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z****l
发帖数: 5282 | 15 肯弟，S&P的YTD怎么算的？
如果是从12/31/10的close, 算出来是6.52%
如果是从1/3/11, 算出来是5.33%
下面是从yahoo下载的历史数据:
Date Open High Low Close
2011-7-1 1320.64 1341.01 1318.18 1339.67
2011-6-30 1307.64 1321.97 1307.64 1320.64
2011-1-4 1272.95 1274.12 1262.66 1270.2
2011-1-3 1257.62 1276.17 1257.62 1271.87
2010-12-31 1256.76 1259.34 1254.19 1257.64
2010-12-30 1259.44 1261.09 1256.32 1257.88 |
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a******1
发帖数: 4654 | 17 我401K YTD is 9%, better than SP, haha |
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w****n
发帖数: 1737 | 18 這麼隨便拜啊，呵呵，YTD return還是不夠全面， 3yr, 5yr,10yr 才是真金不怕火煉
。
記不記得幾個月前有激烈討論，有id說1yr or 2yr return >30%,
大部分投資small cap, 很多人崇拜的不行。 可是這幾個月
small cap跌的最慘，當初被崇拜的人都不出來bso了。
呵呵。 我們是investment，不是炒股stock的。 |
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s******t
发帖数: 12883 | 19 很不错啊, 在股灾之后还能这么高的return, 真不错.
我没有买黄金fund, 很好奇一般的黄金fund今年的ytd有多少了? |
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H**********k
发帖数: 2158 | 20 开始大跌的七月底出去度假了，回来动手
全现金已经晚了。目前YTD +2.3%。TNND。 |
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K****D
发帖数: 30533 | 21 YTD: -0.58%
S&P 500: -3.08% (excluding dividends)
Beat the index by 2.5% in August (-3.3% vs -5.8%).
It's always easier to beat the index in bear market... |
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K****D
发帖数: 30533 | 22 -8.90%
S&P 500: -10.04%
Beaten by index by 1.4% (-8.3% vs -6.9%).
Horrible month. In a bear market I was supposed to beat the index!
Did one small trade and saved about 0.4% in YTD dropping. |
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k***n
发帖数: 3158 | 23 gold still has 25%+ YTD
also, I warned on the board earlier this year to convert silver and base
metals
to gold. If one was in gold only and had no leverage, it should be fine. |
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b*****e
发帖数: 1125 | 24 真是勤劳阿，我都海归一年多了，你还在post ytd阿！ |
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K****D
发帖数: 30533 | 25 -8.90%
S&P 500: -10.04%
Beaten by index by 1.4% (-8.3% vs -6.9%).
Horrible month. In a bear market I was supposed to beat the index!
Did one small trade and saved about 0.4% in YTD dropping. |
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k***n
发帖数: 3158 | 26 gold still has 25%+ YTD
also, I warned on the board earlier this year to convert silver and base
metals
to gold. If one was in gold only and had no leverage, it should be fine. |
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b*****e
发帖数: 1125 | 27 真是勤劳阿，我都海归一年多了，你还在post ytd阿！ |
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w****n
发帖数: 1737 | 28 also,关键是3yr, 5yr, 10yr,
一年的投资， 只要a little bit aggressive, high return is possible.
还记得年初有人在401k里全部投资small cap , 1 yr/2yr return都是+20～30%的人吗
，
现在应该不会跳出来BSO YTD了罢， 所以， 投资策略好不好，千万不要只看小于3年的
。 |
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K****D
发帖数: 30533 | 29 日期(MM/DD/YY):
10/31/11
YTD:
-0.12%
备注:
S&P 500: -0.35% (excluding dividends)
Lost by 1% (+8.8% vs +9.7%). Not too bad to catch up in a bull market.
No trade this month, but the small trade last month continued to perform
well and saved me another 0.6% this month. |
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K****D
发帖数: 30533 | 31 日期(MM/DD/YY):
10/31/11
YTD:
-0.12%
备注:
S&P 500: -0.35% (excluding dividends)
Lost by 1% (+8.8% vs +9.7%). Not too bad to catch up in a bull market.
No trade this month, but the small trade last month continued to perform
well and saved me another 0.6% this month. |
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n****u
发帖数: 229 | 34 My Permanent Portfolio 0.35% since 08/30/2011
My Rollover YTD 3.75% but I was lucky when I bought those MFs.
My other accounts suck a big time. |
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n****u
发帖数: 229 | 35 放心吧，很少有人会分享自己的Fund Pick，尤其是当自己的YTD很牛的时候。 |
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k***n
发帖数: 3158 | 36 my 401K YTD is about double of what OP posted
and I have only a few index funds available |
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p***t
发帖数: 174 | 37 IRA YTD 2011 return 18.2%. Account size>200k. |
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K****D
发帖数: 30533 | 38 日期(MM/DD/YY):
01/31/12
YTD:
4.82%
备注:
S&P: 4.36%
I checked too late, so some of my account balances are already from 2/1/2012
.
So probably it\'s a tie. |
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k***n
发帖数: 3158 | 39 I doubt anybody has learnt anything from these YTD show off threads
no much was dicussed besides show some numbers
but it is a great fun
interesting that no much people showing off when market tanking to the
bottom and a lot of them poped out when market rallying, guess it is
not a bad way gauging the market sentiment, lol
look |
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q******g
发帖数: 186 | 40 Could you share some strategy of picking funds in 401k?
My ytd return is -1%...
Thanks! |
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s******t
发帖数: 12883 | 43 因为dow里面股票太少， 几个loser股就能把dow的表现给拖累了。
而spy里股票多， 均衡一下， 影响较小。 特别是第一大权重股苹果， 虽然
近期跌了不少， 可是ytd还有40% |
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t********t
发帖数: 5415 | 44 YTD=year-to-date，只算当年的，中长期打算的话基本可以忽略...ER和compound有直
接关系 |
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t********n
发帖数: 996 | 45 RT。以前我把钱存在我们这的一个小银行，利率是0.55%(YTD),一个月能拿5刀多的利息
，还是很可观的。现在这家估计付不起利息了，利率直接降到0.1%了。各位推荐下还有
哪家银行利率还可以的啊，多谢了～ |
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F*********u
发帖数: 12190 | 47 YTD是year to date吧，你说的是APY吧 |
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s****h
发帖数: 3979 | 48 OLD blue cash, how to find the 5% limit, and track the qualified amount YTD?
Thanks. |
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s****h
发帖数: 3979 | 49 can't find YTD number in the statement.
Neither the 50K limit |
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c***2
发帖数: 838 | 50 the market goes up crazy, but I did not earn much,
YTD performance is only 8%, feel very stupid: the money seems pouring in
every day, just can't grab much...
How everybody doing over here? |
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