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Topic: OT - What made you happy today?

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bayareabadger

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Re: OT - What made you happy today?
« Reply #2030 on: Today at 07:31:31 AM »
Quote from: 847badgerfan on Today at 07:01:49 AM
Beating the Y/Y S&P by 14.5 points makes me happy.
/does the math

christ on a bike!
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847badgerfan

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Re: OT - What made you happy today?
« Reply #2031 on: Today at 07:57:37 AM »
I have no idea what that means, but it would seem to be positive?

Y/Y was 28.5% and we hit 43%. Definitely the best 1 year run we've ever had.
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utee94

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Re: OT - What made you happy today?
« Reply #2032 on: Today at 09:23:48 AM »
Wow.  Are you invested 94.7% in oil perchance? You're a golderned robber baron!

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847badgerfan

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Re: OT - What made you happy today?
« Reply #2033 on: Today at 09:35:36 AM »
We don't do commodities. Never have. Too volatile and too easily manipulated for our liking.

We don't hold any more individual stocks - got rid of them all and glad we did.

We had a lot of BAX because of my wife working there for 38 years. Sold it at $90+/- back in 2020 and now it's at $17. Big tax event but still dodged a bullet. All of the other stocks are gone too. Not playing that game anymore.

Mutual funds. It's how we roll.
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betarhoalphadelta

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Re: OT - What made you happy today?
« Reply #2034 on: Today at 09:35:57 AM »
Quote from: 847badgerfan on Today at 07:57:37 AM
I have no idea what that means, but it would seem to be positive?

Y/Y was 28.5% and we hit 43%. Definitely the best 1 year run we've ever had.
Just counting what I've owned longer than 1 year, I'm up 2039%. 

My short-term holdings are only up 616% relative to their cost basis. Can't easily come up with an annualized return because that's been added in chunks over the last 12 months. 

It's been a good year :57:
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847badgerfan

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Re: OT - What made you happy today?
« Reply #2035 on: Today at 09:51:08 AM »
Yeah, those once in a lifetime events are pretty nice.

Selling our Compton/Long Beach stuff is gonna be one of those events. Should be a 400% return, or so.

Probably our last big event, to be honest, and don't need another.

Happy.
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Honestbuckeye

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Re: OT - What made you happy today?
« Reply #2036 on: Today at 10:52:12 AM »
That’s amazing!   Well done. 

I am very satisfied at 23% year over year.  I have moved to an asset allocation that is a bit more conservative since I am retiring at the end of the year.  
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847badgerfan

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Re: OT - What made you happy today?
« Reply #2037 on: Today at 10:55:50 AM »
Quote from: Honestbuckeye on Today at 10:52:12 AM
That’s amazing!  Well done.

I am very satisfied at 23% year over year.  I have moved to an asset allocation that is a bit more conservative since I am retiring at the end of the year. 
I'm going to do that in September/October (before midterms), subject to my advisor's ideas.
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