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Investing Surprises

August 31st, 2009 at 06:35 pm

Just looking at my year-to-date returns. I keep track in yahoo. I enter my fund shares at the end of every year. The performance I track is everything I had invested as of 12/31 of prior year. I can track more current progress in Quicken.

My first thought is I wonder when some people who "Cashed out" at the low are going to bother to get back in. Some relatives come to mind. Not counting new money, my portfolio is up about 25% for the year. There's certainly been a lot of upside!

Secondly, one my my funds really stood out as I was perusing them today. I have a T Rowe Target Retirement fund that is up 25%. It's having a good run this year. The funny thing is the only reason I bought it was because I could invest T Rowe with a mere $50/month (& no other initial investment). Today I have almost $4k in there. I chose the Target retirement fund because it had a slew of high performing managed funds for a low expense ratio. IT hasn't always beat the market by a mile, but this year it is kicking the other Target funds' butts! Ironically, it has a more conservative mix than most the others for the same target date.

Other things of note? I have considered selling my Dodge & Cox fund because all I hear is how these funds were awesome in their hey dey, but that they are so bloated with assets that the fund is no longer very manageable.

Today, I am glad I didn't listen. Highest performing fund of ours, up 36% for the year. I am a long-term investor and wasn't ready to just sell. Though I was looking at it critically in recent months.


Any surprises in YOUR portfolio?

4 Responses to “Investing Surprises”

  1. Broken Arrow Says:

    Wow, amazing those funds shot up so high! I wonder why they shot up that high? That's fairly abnormal....

    Um, yeah, I was one of those people that believes the Dodge & Cox is too pricey and bloated. Big Grin GUILTY! Actually, I still believe that.

    Just the same, I am glad things are working out for you.

    Anyway, I'm off for lunch, but aftwards, I'll take a look at my portfolio. You've got me curious. Big Grin

  2. Broken Arrow Says:

    Ok, I've looked through my portfolio, and my 401(k) is up by 20% YTD (aggressive), and my rollover IRA is up by 15% (more conservative). This is actually pretty good compared to the S&P 500, where the YTD is "only" around 10%

    So, yeah, I don't know what's going on with yours, but congrats anyway!

  3. monkeymama Says:

    I think my managed funds are just having a good run. I keep 20-25% international, which are all doing well this year. (& all tanked the worst last year, of course. Though I limited my exposure by re-allocating, often. If I didn't reallocate my assets, I would be HEAVY in international, and would have lost a lot more).

    My dh is just in Vanguard indexes. International is up 25% and domestic index is up 15%. Nothing terribly exciting to report there, but better than S&P, yes.

    BA - do your returns include your 2009 contributions? Are we talking apples to apples? I am sure my returns would be muted if I figured that I have been buying at higher prices in 2009.

  4. Broken Arrow Says:

    Ah, I was looking at Yield To Date? So, just whatever the performance is since Jan 1st. So, no, my contributions are not factored into that calculation.

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