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Thread: Post Your "12-Month Personal Rate of Return"

  1. #1201

    Join Date
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    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by jbwalters View Post
    I haven't always updated my tracker when I make a change. My actual YTD is ~ 9.6% right now.
    Thanks for clarifying. Hope you finish as strong this year as you did last year then.

  2.  
  3. #1202

    Join Date
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    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by userque View Post
    Nothing gets past the Performance Police ...But I am curious as well. (For the record, there can be legitimate reasons for this sort of anomaly.)
    You actually say that like I'm doing something wrong.....................

  4.  
  5. #1203

    Join Date
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    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by Intrepid_Timer View Post
    You actually say that like I'm doing something wrong.....................
    Nope, someone's gotta (or should) do it.
    [COLOR=#0000ff][FONT=comic sans ms][I]"In the land of idiots, the moron is King."--Unknown[/I][/FONT][/COLOR]

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  7. #1204

    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by Intrepid_Timer View Post
    That's awesome! One question, do you mimic your tracker account with your TSP? The reason I ask is because the tracker has you currently sitting at 6.74% for this year and last year it has you losing 5.12%. You must have really had an AWESOME last 5 months in 2014, like 14-15% or so? Of course since you lost 5.12% for the year, you must have had a horrific first 7 months also (-20% or so?).
    I haven't/don't always updated my tracker when I make a change. My actual YTD is 9.64% right now. My EOY in 2014 was 10.16%.
    If I had followed my current methodology faithfully in 2014 my EOY would have been 15% .

  8.  
  9. #1205

    Join Date
    Aug 2008
    Location
    Pensacola, FL
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    6,312

    Default Re: Post Your "12-Month Personal Rate of Return"

    Time to get out of this funk and start posting my returns again. Not too shabby but not as good as the rest of you all. Looks like I have some ground to cover.

    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 9.15%.

  10.  
  11. #1206

    Join Date
    Feb 2012
    Location
    Arkansas
    Posts
    3,277

    Default Re: Post Your "12-Month Personal Rate of Return"

    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 7.64%.
    (Your PIP is posted by the 3rd business day of each month.)

    I'll take it at this point in the year. Haven't been as attentive to moving my money around this year as needed. I based my pre-retirement calculations on a 4% annual return, so I'm well ahead of what I need at this point. Life is Good!


  12.  
  13. #1207

    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by bmcar View Post
    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 7.11%.
    (Your PIP is posted by the 3rd business day of each month.)
    not bad for somebody who finally decided to pay attention to retirement funds...
    Emotions should never play a role in one's investing strategy!
    No to Greed...No to Fear!
    http://share.robinhood.com/mariloc1

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  15. #1208

    Default Re: Post Your "12-Month Personal Rate of Return"

    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 7.36%.

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  17. #1209

    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by ozzyman View Post
    12-Month Personal Rate of Return: 28.55%
    Very nice.

  18.  
  19. #1210

    Join Date
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    Washington
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    9,583

    Default Re: Post Your "12-Month Personal Rate of Return"

    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 9.66%.


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  21. #1211

    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by kave View Post
    Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 9.78%
    Kave, congratulations! You are numero uno on the Monthly AT...savor the moment...
    Emotions should never play a role in one's investing strategy!
    No to Greed...No to Fear!
    http://share.robinhood.com/mariloc1

  22.  
  23. #1212

    Default Re: Post Your "12-Month Personal Rate of Return"

    Quote Originally Posted by weatherweenie View Post
    I went from something like 5.65% last month to 10.26% this month? Works for me.
    I had a similar jump. Doesn't seem to be correct. I compared it against my spreadsheets and it seems to be approx. 5% high?

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