Post Your "12-Month Personal Rate of Return"

[RazorCat]

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!

 

[jpcavin]

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%.

 

[jbwalters]

That's awesome! :smile: 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% .

 

[userque]

You actually say that like I'm doing something wrong.....................

Nope, someone's gotta (or should) do it. :smile:

 

[Intrepid_Timer]

Nothing gets past the Performance Police ...But I am curious as well. :smile: (For the record, there can be legitimate reasons for this sort of anomaly.)

You actually say that like I'm doing something wrong.....................

 

[Intrepid_Timer]

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.

 

[userque]

I haven't always updated my tracker when I make a change. My actual YTD is ~ 9.6% right now.

That's what I assumed.

 

[jbwalters]

I haven't always updated my tracker when I make a change. My actual YTD is ~ 9.6% right now.

 

[Frixxxx]

Nothing gets past the Performance Police ...But I am curious as well. :smile: (For the record, there can be legitimate reasons for this sort of anomaly.)

Interesting, I looked at mine and the deviation from the tracker and actual accounts can be very interesting. I set the performance dates for last year (monthly) and identified some interesting anomalies. I have said in the past that my tracker and real accounts differ since I managed two accounts (military/civilian) and they are quite different. I use my civilian report to post in the thread. Since my combined number would probably get skewed it would be hard to explain. I try to keep my civilian account equal to the autotracker, but even sometimes deviation occurs. But to have the difference I_I points out, does make an obvious question pop up.....

 

[Frixxxx]

Nothing gets past the Performance Police ...But I am curious as well. :smile: (For the record, there can be legitimate reasons for this sort of anomaly.)

Interesting, I looked at mine and the deviation from the tracker and actual accounts can be very interesting. I set the performance dates for last year (monthly) and identified some interesting anomalies. I have said in the past that my tracker and real accounts differ since I managed two accounts (military/civilian) and they are quite different. I use my civilian report to post in the thread. Since my combined number would probably get skewed it would be hard to explain. I try to keep my civilian account equal to the autotracker, but even sometimes deviation occurs. But to have the difference I_I points out, does make an obvious question pop up.....

 

[userque]

That's awesome! :smile: 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?).

Nothing gets past the Performance Police ...But I am curious as well. :smile: (For the record, there can be legitimate reasons for this sort of anomaly.)

 

[Intrepid_Timer]

Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 21.5%.
(Your PIP is posted by the 3rd business day of each month.)

That's awesome! :smile: 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?).

 

[weatherweenie]

I went from something like 5.65% last month to 10.26% this month? Works for me.

 

[not_too_shabby]

Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 18.45%.

Even better!

 

[Firedog]

Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 18.45%.

 

[not_too_shabby]

Sweet!

[TABLE="class: tableClear"]
[TR]
[TD="class: alignLeft"] [/TD]
[TD="class: alignLeft"]Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 16.35%.
(Your PIP is posted by the 3rd business day of each month.)


[/TD]
[/TR]
[/TABLE]

 

[nnuut]

Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 15.91%.
(Your PIP is posted by the 3rd business day of each month.)

 

[remark]

[TABLE="class: tableClear"]
[TR]
[TD="class: alignLeft"][/TD]
[TD="class: alignLeft"]Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 8.02%.
(Your PIP is posted by the 3rd business day of each month.)
[/TD]
[/TR]
[/TABLE]

Little improvement - Jeesh!

 

[Maricar19]

Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 21.5%.
(Your PIP is posted by the 3rd business day of each month.)

As usual, your numbers are amazing...

 

[Maricar19]

[TABLE="class: tableClear"]
[TR]
[TD="class: alignLeft"][/TD]
[TD="class: alignLeft"]Your Personal Investment Performance (PIP) for the past 12 months ending 07/31/2015 is 11.15%.
(Your PIP is posted by the 3rd business day of each month.)[/TD]
[/TR]
[/TABLE]

Your Personal Investment Performance (PIP) for the past 12 months ending 06/30/2015 is 7.85%.
(Your PIP is posted by the 3rd business day of each month.)

June 2015 is 7.85%
May 2015 is 8.91%.
April 2015 is 7.57%.

post#1171