K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
07/23/10
YTD:
-4.38%
S&P 500: -1.12%
备注:
Lost again by 1.1% this week (+2.2% vs +3.3%). The performance sucks so
much that I almost have to do something... |
|
w***o
发帖数: 3428 | 2 your spy number may be wrong. it was 110.91 on 12/31/2009 according to yahoo
. so spy ytd is little better than the one you showed here. |
|
T*****E
发帖数: 1432 | 3 401K YTD 4% as of the end of this week |
|
a*****s
发帖数: 3643 | 4 my 401K YTD 5.5% because it is all BOND.... |
|
K****D
发帖数: 30533 | 5 日期(MM/DD/YY):
07/30/10
YTD:
-4.37%
S&P 500: -1.21%
备注:
Tied with index (+0.0% vs -0.1%). Such a flat week... |
|
z****l
发帖数: 5282 | 6 肯弟，你是不是被动投资?
今年开始，俺开始主动re-balance 401K，YTD 5.7% as of today.
What I did:
beginning of the year,
25% REIT, 50% Conserv fixed income,
15% Money Market, 10% employer stock
got a good ride with REIT until Dow hit 10800, sold all REIT.
at 10300, 20% in internation stock
at 9700, 30% in REIT again
days ago at 10500, sold international and employer stock
today 30% REIT, 25% Conserv fixed income, 45% MM.
Near term, democrats are likely to lose control of House.
The uncertainty is a potential risk. I wou |
|
s*******2
发帖数: 21 | 7 you sure S&P 500 number is right?
VFINX YTD is -0.18%
edit: you probably missed the dividend |
|
s*******2
发帖数: 21 | 8 excel! that's why you are so fast every time.
I have no idea what my ytd is.. |
|
s*******2
发帖数: 21 | 9 what web query did you use? you should be able to get a MF ytd easily, right? |
|
z****l
发帖数: 5282 | 10 I have to count on Fidelity's YTD
difficult to do own math. |
|
s*******2
发帖数: 21 | 11 fidelity 401k ytd is always one day late.. |
|
K****D
发帖数: 30533 | 12 MSN. I forgot the exact URL.
I usually run the excel about 20 minutes after market close and get
an up-to-date YTD. (I currently have 0 MFs in my portfolio. If I do
I have to run the query at around 2 hrs after market close.)
right? |
|
a**n
发帖数: 2431 | 13 Around 4.9% YTD
For the past 8 months, Roughly 60% in a causality insurance corp and 40% in
a MF with OK history record |
|
K****D
发帖数: 30533 | 14 日期(MM/DD/YY):
08/06/10
YTD:
-2.52%
S&P 500: 0.59% (dividends excluded)
备注:
Tied with index again (+1.8% vs +1.8%). Therefore another week without
action. |
|
s**********n
发帖数: 868 | 15 YTD +2.4%
+3.1% this week. |
|
|
K****D
发帖数: 30533 | 17 日期(MM/DD/YY):
08/13/10
YTD:
-6.08%
S&P 500: -3.21%
备注:
Beat the index by 0.2% (-3.6% vs -3.8%).
Unbelievable, can\'t even beat the index on a down week. Some of my
stocks really stink. Time to buy more. |
|
s**********n
发帖数: 868 | 18 YTD -0.5%
-2.9% this week. |
|
|
|
K****D
发帖数: 30533 | 21 日期(MM/DD/YY):
08/20/10
YTD:
-6.68%
S&P 500: -3.89%
备注:
Tied (-0.6% vs -0.7%). Still didn\'t do anything this week. No good
chance found. |
|
|
|
K****D
发帖数: 30533 | 24 日期(MM/DD/YY):
08/27/10
YTD:
-8.04%
S&P 500: -4.53%
备注:
Lost to index by 0.7% (-1.4% vs -0.7%).
My purchase orders weren\'t filled this week. I was a little bit too
greedy. Hope I will get another chance in the near future. |
|
s**********n
发帖数: 868 | 25 +0.5% YTD
Nice week for me, I'm +1.8%. |
|
K****D
发帖数: 30533 | 26 日期(MM/DD/YY):
09/03/10
YTD:
-5.47%
S&P 500: -0.95%
备注:
Lost 1% (+2.6% vs +3.6%).
It\'s approaching year end and I really need to leverage up now.
But the thing I wanted to buy just rose too much before I could do
anything, //sigh. |
|
a**n
发帖数: 2431 | 27 Seems I am at 6%+ YTD
I am still 100% committed to one stock and one mutual fund in my 401k |
|
K****D
发帖数: 30533 | 28 日期(MM/DD/YY):
09/10/10
YTD:
-5.78%
S&P 500: -0.50%
备注:
Lost 0.8% (-0.3% vs +0.5%). Can\'t be worse...
Biggest gap of the year: -5.3%. |
|
z****l
发帖数: 5282 | 29 401K YTD 8.4%
unloaded REIT from 41% to 29% on 9/13.
currently,
Money Market 60%
REIT 29%
INTL 7%
Fixed Income 3%
Employer stock 1%
waiting for a pull back. |
|
K****D
发帖数: 30533 | 30 日期(MM/DD/YY):
09/24/10
YTD:
-1.65%
S&P 500: 3.01%
备注:
Beat the index by 2.3% (4.4% vs 2.1%). It\'s very rare for me to beat
the index on a green week. Is it dead-cat bounce? @_@ |
|
K****D
发帖数: 30533 | 31 日期(MM/DD/YY):
10/01/10
YTD:
-2.00%
S&P 500: 2.79%
备注:
Tied with index (-0.3% vs -0.2%). |
|
K****D
发帖数: 30533 | 32 YTD NAV chart. What a crappy Q3! A nice welcome to my routine
catchup in the Q4... |
|
K****D
发帖数: 30533 | 33 日期(MM/DD/YY):
10/08/10
YTD:
0.75%
S&P500: 4.49%
备注:
Beat the index by 1% (2.7% vs 1.7%). My portfolio is in a dead cat
bounce mode recently, even without me doing anything. Habitually,
it only happens in Q4... |
|
|
K****D
发帖数: 30533 | 35 日期(MM/DD/YY):
10/15/10
YTD:
1.68%
S&P 500: 5.48%
备注:
Tied (+0.9% vs +1.0%). |
|
r****e
发帖数: 867 | 36 KennyD同学的ytd showoff真是雷打不动啊，本版的镇版之宝。 |
|
K****D
发帖数: 30533 | 37 日期(MM/DD/YY):
10/22/10
YTD:
0.47%
S&P 500: 6.10%
备注:
Lost 1.8% (-1.2% vs 0.6%). Horrible week. Where did the \"dead cat bounce\"
go? |
|
K****D
发帖数: 30533 | 38 日期(MM/DD/YY):
10/29/10
YTD:
1.26%
S&P 500: 6.11%
备注:
Beat the index by 0.8% (0.8% vs 0%). The impressive thing is that
I actually had a bad ER this week. I was way too lazy and didn\'t
even notice there was an ER coming. It was my plan to exit before
the ER... Now I have to go with Plan B due to my laziness. |
|
K****D
发帖数: 30533 | 39 日期(MM/DD/YY):
11/05/10
YTD:
4.17%
S&P 500: 9.93%
备注:
Lost 0.9% (2.9% vs 3.8%).
Could have been worse if I didn\'t gamble on an ER. |
|
|
K****D
发帖数: 30533 | 41 日期(MM/DD/YY):
11/19/10
YTD:
2.02%
S&P 500: 7.59%
备注:
Lost 0.4% (-0.3% vs +0.1%). Looks like I\'ve lost the 2010 race. |
|
m*****n
发帖数: 5611 | 42 从每天YTD showoff的激情来看 还是嫩味十足。。 |
|
K****D
发帖数: 30533 | 43 日期(MM/DD/YY):
11/26/10
YTD:
1.51%
S&P 500: 6.66%
备注:
Beat the index by 0.4% (-0.5% vs. -0.9%). |
|
z**q
发帖数: 68 | 44 谢谢！下面是我401K里面的信息。我的理解是净收入增加了$146.33，但是YTD是负的-7
.6%。。。
Personal Rate of Return from 01/01/2010 to 12/10/2010 is -7.6%
Change in Market Value $146.33 |
|
K****D
发帖数: 30533 | 45 日期(MM/DD/YY):
12/03/10
YTD:
6.92%
S&P 500: 9.83%
备注:
Beat the index by 2.2% (+5.4% vs +3.2%).
One of my stocks had a blast this week due to a certain event. |
|
K****D
发帖数: 30533 | 46 日期(MM/DD/YY):
12/17/10
YTD:
5.73%
S&P 500: 11.55%
备注:
Lost 0.8% (-0.5% vs +0.3%). |
|
t*m
发帖数: 4414 | 47 这多多年的还比YTD? 直接show off 本金啦。 |
|
z****l
发帖数: 5282 | 48 Can't wait for yours.
My 401K is 12.5% YTD.
I have been doing rebalance when Dow swings every 400 - 600 points.
A few lessons:
1. in bull trend, should have unloaded less at high and reloaded more at low.
2. have been holding too much cash.
Overall 50% in cash on average through the year.
3. should have not bought fixed income earlier.
Money from fixed income can't go back to Money Market.
I had to exchange into stock first and it was locked for 90 days.
This made me fail to unload any profit in... 阅读全帖 |
|
r****e
发帖数: 867 | 49 有钱出钱啊, 我准备发起YTD showoff基金给KennyD, 本人出20个包子. |
|
K****D
发帖数: 30533 | 50 Due to hard drive failure, I've lost my YTD excel file.
Still haven't got time to re-do the whole thing yet. |
|
