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How are your investments doing?
Posted by: freeradical
Date: May 18, 2022 03:49PM
I'm afraid to log into my Vanguard account...
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Re: How are your investments doing?
Posted by: graylocks
Date: May 18, 2022 04:02PM
I try not to look too often. when i looked a week or so ago my overall portfolio was down almost 20% and that's with most of it being professional managed.

fortunately most of it are resources I don't need to be using for at least 10 years or so.



"Success isn't about how much money you make. It is about the difference you make in people's lives."--Michelle Obama
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Re: How are your investments doing?
Posted by: rz
Date: May 18, 2022 04:08PM
I'm in for the long haul, so I try not to get too caught up with looking at it very often.
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Re: How are your investments doing?
Posted by: Fritz
Date: May 18, 2022 04:13PM
down 10% or so, but I have a good stock of red wine and dark chocolate ...



!#$@@$#!

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Re: How are your investments doing?
Posted by: robfilms
Date: May 18, 2022 04:17PM
i do an end of the month assessment.

i simply list the assets (retirement/non-retirement/cash) month to month and note the percentage change month to month and ytd.

on May 1st, we were down 11% ytd.

i am expecting worse come June 1st.

on February 1st 2020, with COVID still under the radar, the Dow was at 29,100.

the Dow closed today at 31,490

the market is still 8% above that Feb 1st closing.

data needs perspective in order to be understandable.

ymmv

stay well.

rob
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Re: How are your investments doing?
Posted by: cbelt3
Date: May 18, 2022 04:30PM
401(K) is now about a 401(Q)
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Re: How are your investments doing?
Posted by: Paul F.
Date: May 18, 2022 04:32PM
Compared to January 2020? GREAT...
Compared to January 2022? My stomach hurts a little...

I'm in what I'm in for the long haul, but, that doesn't mean seeing tens of thousands of dollars evaporate over a few months doesn't sting.



Paul F.
-----
A sword never kills anybody; it is a tool in the killer's hand. - Lucius Annaeus Seneca c. 5 BC - 65 AD
----
Good is the enemy of Excellent. Talent is not necessary for Excellence.
Persistence is necessary for Excellence. And Persistence is a Decision.

--

--

--
Eureka, CA
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Re: How are your investments doing?
Posted by: ztirffritz
Date: May 18, 2022 04:48PM
I'm down about 30% on my portfolio. I wish I had more money to dump into stocks. They're all on sale.



**************************************
MacResource User Map: [www.zeemaps.com]#
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Re: How are your investments doing?
Posted by: Ammo
Date: May 18, 2022 04:55PM
What’s bad is that bonds and stocks are both dropping in value.



Where is there dignity unless there is also honesty? - Cicero

Be kind, for everyone you meet is fighting a battle you know nothing about. —Wendy Mass
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Re: How are your investments doing?
Posted by: Carnos Jax
Date: May 18, 2022 04:58PM
Quote
rz
I'm in for the long haul, so I try not to get too caught up with looking at it very often.

This is me too, except the looking part. There are only 3 items in my portfolio (TSLA, GBTC & ETHE), though everything I have is in them. I look a couple of times a day, when I’m bored (the iOS stock app makes it easy). Because of this simplicity, it’s very easy to know my portfolio value at any time. It doesn’t bother me in the least bit, especially TSLA, since any investor who has held it for a long time knows to expect the volatility.

Though I will say, the thought of retiring early crept into my mind last year. Was thinking there might be a good chance TSLA would’ve gone to $1500 late last year or early this year, and crypto might have continued its bull run, in which case I was planning to take 20% off the table and start living large. :-)



Edited 1 time(s). Last edit at 05/18/2022 05:01PM by Carnos Jax.
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Re: How are your investments doing?
Posted by: d4
Date: May 18, 2022 05:13PM
Last year when the stock market was super hot. I could've cashed out a large portion of my ETF stock portfolio and paid off my "Year 10" 30-year mortgage. Every person I knew said I was crazy. Today, even if I cashed out my ENTIRE stock portfolio, it wouldn't cover my mortgage. *SIGH*

**Edit**
I hope no one here is still holding Peloton (PTON) long. I sold about a year ago, juuuust when it was getting wobbly @120 before it cratered. It's 15 bucks now.







Edited 1 time(s). Last edit at 05/18/2022 05:19PM by d4.
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Re: How are your investments doing?
Posted by: mrbigstuff
Date: May 18, 2022 05:20PM
With a dividend reinvestment stock, I'm getting twice the buy back. :-
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Re: How are your investments doing?
Posted by: macphanatic
Date: May 18, 2022 05:34PM
The market will just help the rich get richer and negatively impact the poor and middle class.
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Re: How are your investments doing?
Posted by: Carnos Jax
Date: May 18, 2022 05:55PM
Quote
macphanatic
The market will just help the rich get richer and negatively impact the poor and middle class.

I’ve heard this in a general sense. Is it because retail investors panic and sell when they shouldn’t, and buy when things are high, constantly trading in and out of their positions? For example we have a couple family members that bought TSLA. But none of them have made the returns we have (or much at all), because they would constantly sell in and out of their positions. To date, we have never sold our TSLA stock.
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Re: How are your investments doing?
Posted by: Ombligo
Date: May 18, 2022 07:10PM
As of today, I'm just about back to where I was before the covid crash in March 2020. But I hold together for the haul.



“No persons are more frequently wrong, than those who will not admit they are wrong.” -- François de La Rochefoucauld

"Those who cannot accept the past are condemned to revise it." -- Geo. Mathias
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Re: How are your investments doing?
Posted by: DinerDave
Date: May 18, 2022 07:58PM
Quote
rz
I'm in for the long haul, so I try not to get too caught up with looking at it very often.

Same here. I try to not pay attention to hills or valleys.
I just tell myself, stay the course, and think it's all just numbers on paper until I actually use it.

]Dave



Welcome to Dave's BBQ!

Many have eaten here....

Few have died
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Re: How are your investments doing?
Posted by: Don C
Date: May 18, 2022 08:06PM
My portfolio is way down from its high back in Nov 2021but it is pretty much money that will give me comfort now and be passed to the kids later (much later, I hope).
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Re: How are your investments doing?
Posted by: Forrest
Date: May 18, 2022 08:21PM
Hang on tight and ride it out. It’s all paper losses unless you sell and lock in the loss.
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Re: How are your investments doing?
Posted by: testcase
Date: May 18, 2022 08:30PM
"with most of it being professional managed."

Don't worry, I'm sure that the "professional" who is managing your account will do fine (for himself), As for your financial well being wellbeing, that's a different matter entirely..... sad smiley
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Re: How are your investments doing?
Posted by: DeusxMac
Date: May 18, 2022 08:34PM
Quote
macphanatic
The market will just help the rich get richer and negatively impact the poor and middle class.

The two rules of wealth accumulation:

1. The rich get richer

2. See rule 1
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Re: How are your investments doing?
Posted by: mattkime
Date: May 18, 2022 08:42PM
Depends upon how you measure. If I compare myself to joe average person I'm doing pretty well. I'm also over indexed on tech stocks so the graph of my net worth took a nose dive.



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Re: How are your investments doing?
Posted by: DavidS
Date: May 18, 2022 09:05PM
I'm not looking and just telling myself that I'm buying more shares when my 401(K) does it's monthly automatic investment.
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Re: How are your investments doing?
Posted by: graylocks
Date: May 18, 2022 10:16PM
Quote
testcase
"with most of it being professional managed."

Don't worry, I'm sure that the "professional" who is managing your account will do fine (for himself), As for your financial well being wellbeing, that's a different matter entirely..... sad smiley

it's managed by a fiduciary management team at Fidelity. I am not concerned.



"Success isn't about how much money you make. It is about the difference you make in people's lives."--Michelle Obama
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Re: How are your investments doing?
Posted by: Speedy
Date: May 19, 2022 04:07AM
My wife’s retirement through TIAA is down 6.7% this year. My after-tax, self-managed portfolio is down roughly 15% this year and I’ve been 90% cash since April 22. My best producer is my checking account that pays .05% interest (35¢ last month but at least it’s in the black).



Saint Cloud, Minnesota, where the weather is wonderful even when it isn't.
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Re: How are your investments doing?
Posted by: NewtonMP2100
Date: May 19, 2022 05:04AM
.....investments in.....people.....???



_____________________________________

I reject your reality and substitute my own!
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Re: How are your investments doing?
Posted by: Michael
Date: May 19, 2022 05:19AM
I went to cash for everything except our IRA's when the market hit the 200 MA. We're converting the IRA's to Roth IRA's and so I'm letting those ride.

We have a plan for finishing the conversion either over the next 4 years or more rapidly if/when the market declines to certain levels. I'm a bit ambivalent of doing it quickly because of the taxes, of course. But, the Medicare IRMAA cut-off's (if you're close to retirement, look into those in the years before you pull the trigger!), are also part of the equation.
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Re: How are your investments doing?
Posted by: mattkime
Date: May 19, 2022 06:46AM
Quote
Speedy
My wife’s retirement through TIAA is down 6.7% this year. My after-tax, self-managed portfolio is down roughly 15% this year and I’ve been 90% cash since April 22.

Careful, thats a good way to miss the eventual upswing.
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Re: How are your investments doing?
Posted by: mikebw
Date: May 19, 2022 08:32AM
Quote
ztirffritz
I'm down about 30% on my portfolio.

Same, TSLA has really been dragging me down lately.
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Re: How are your investments doing?
Posted by: Speedy
Date: May 19, 2022 08:48AM
Quote
mattkime
Quote
Speedy
My wife’s retirement through TIAA is down 6.7% this year. My after-tax, self-managed portfolio is down roughly 15% this year and I’ve been 90% cash since April 22.

Careful, thats a good way to miss the eventual upswing.

It could be awhile, perhaps a year.

I remember when the Dow first hit a thousand. It was mid-day in January 1966. But it didn’t close above a thousand until November 1972. (Yes, I looked up the dates, my memory isn’t close to that good anymore.)



Saint Cloud, Minnesota, where the weather is wonderful even when it isn't.



Edited 1 time(s). Last edit at 05/19/2022 08:54AM by Speedy.
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Re: How are your investments doing?
Posted by: datbeme
Date: May 19, 2022 12:08PM
Quote
Forrest
Hang on tight and ride it out. It’s all paper losses unless you sell and lock in the loss.

Sure, as long as you are comfortable with all of your positions for the LT. If not, get out of it and take the loss. If you wouldn't consider buying more at the current price, there is no reason to continue holding something so as not to "lock in" a loss.
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Re: How are your investments doing?
Posted by: Lux Interior
Date: May 19, 2022 12:23PM
They are not doing well in the short term (since the beginning of the year).

I have survived:

1) The 2001 dot-com bubble bursting
2) The 2008 financial crisis (lost ALL 401k gains and a little principal).
3) The 2020 COVID crash

And in a few years will look back on this as just another speed bump
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Re: How are your investments doing?
Posted by: richorlin
Date: May 19, 2022 01:05PM
I’m down 2% over the last two years, 21% over the last year. But we’re not worried because we’re in it for the long haul, but at 74, it’s hard to say how long that haul will be. With two federal pensions, two social security checks and two RMDs, we are a lot more relaxed than most.



richorlin
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Re: How are your investments doing?
Posted by: N-OS X-tasy!
Date: May 19, 2022 02:04PM
Quote
cbelt3
401(K) is now about a 401(Q)

My 401(K) is now a 370(K).



It is what it is.
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Re: How are your investments doing?
Posted by: robfilms
Date: May 19, 2022 02:13PM
Quote
N-OS X-tasy!
Quote
cbelt3
401(K) is now about a 401(Q)

My 401(K) is now a 370(K).

that's funny!

winking smiley

rob
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Re: How are your investments doing?
Posted by: Speedy
Date: May 19, 2022 05:29PM
Quote
robfilms
Quote
N-OS X-tasy!
Quote
cbelt3
401(K) is now about a 401(Q)

My 401(K) is now a 370(K).

that's funny!

winking smiley

rob

agree smiley But it still hurts when I laugh.



Saint Cloud, Minnesota, where the weather is wonderful even when it isn't.



Edited 1 time(s). Last edit at 05/19/2022 05:29PM by Speedy.
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Re: How are your investments doing?
Posted by: NewtonMP2100
Date: May 19, 2022 05:36PM
....doing.....what comes.....naturally.....



_____________________________________

I reject your reality and substitute my own!
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