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re: What is your personal rate of return on retirement account(s)?

Posted on 10/4/12 at 5:29 am to
Posted by Azazello
Member since Sep 2011
3182 posts
Posted on 10/4/12 at 5:29 am to
Retirement

11.9% YTD

Posted by TheWiz
Third World, LA
Member since Aug 2007
11665 posts
Posted on 10/4/12 at 1:11 pm to
14.8% since Jan 1.
Posted by TheHiddenFlask
The Welsh red light district
Member since Jul 2008
18384 posts
Posted on 10/4/12 at 1:18 pm to
401k is at 16.8% ytd.

At ~35% on my trading account.
Posted by dewster
Chicago
Member since Aug 2006
25310 posts
Posted on 10/4/12 at 2:02 pm to
Edit: I'm looking at 23.15 for my 401k and 15.63 on my conservative Roth.

Not up to the levels of Flask's genius.
This post was edited on 10/4/12 at 2:14 pm
Posted by TheHiddenFlask
The Welsh red light district
Member since Jul 2008
18384 posts
Posted on 10/4/12 at 3:57 pm to
quote:

Not up to the levels of Flask's genius.


My Sharpe ratio ain't so hot. Don't be too jealous.
Posted by acgeaux129
We are BR
Member since Sep 2007
15011 posts
Posted on 10/4/12 at 8:22 pm to
quote:

At ~35% on my trading account.


yeah, is that tax-free though?

have fun getting nailed on capital gains


Posted by Miles4Heisman
Member since Mar 2012
11 posts
Posted on 10/4/12 at 8:45 pm to
Anyone else have Schwab? What is the easiest way to compile this information? I know how to check it on a day to day level but how can you check it YTD or from certain days?
Posted by TheHiddenFlask
The Welsh red light district
Member since Jul 2008
18384 posts
Posted on 10/4/12 at 10:21 pm to
quote:

yeah, is that tax-free though?



Yes. It's in a Roth

quote:

have fun getting nailed on capital gains



No thanks.
Posted by bryso
Member since Dec 2006
27130 posts
Posted on 10/4/12 at 11:32 pm to
Can someone make a frick the stock market gif that I can use?
Posted by matthew25
Member since Jun 2012
9425 posts
Posted on 10/5/12 at 12:07 am to
Pull it from the pic on thread "Bernake's desktop"
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 10/5/12 at 12:15 am to
quote:

Sharpe ratio


Geek.
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 10/5/12 at 12:17 am to
quote:

Anyone else have Schwab?


I use Schwab (and am very pleased btw) but compile my own numbers. Unless you slice and dice your own measurements then you probably don't have a good understanding of how you're doing.
Posted by Fat Bastard
coach, investor, gambler
Member since Mar 2009
72455 posts
Posted on 10/5/12 at 7:07 am to
24.6% combined in my ROTH IRA, INDIVIDUAL ACCOUNT, and BROKERAGE ACCOUNT(this brokerage account only has stocks and ETF's, no futures)


14.06% in my 401k
This post was edited on 10/5/12 at 7:52 am
Posted by acgeaux129
We are BR
Member since Sep 2007
15011 posts
Posted on 10/5/12 at 11:50 am to
Posted by ocelot4ark
Dallas, TX
Member since Oct 2009
12458 posts
Posted on 10/5/12 at 1:56 pm to
15.0% in my one of my accounts.
21.7% in the other.

(trailing 12 months)
Posted by Miles4Heisman
Member since Mar 2012
11 posts
Posted on 10/7/12 at 4:14 pm to
quote:

I use Schwab (and am very pleased btw) but compile my own numbers. Unless you slice and dice your own measurements then you probably don't have a good understanding of how you're doing.


Do you just add the numbers to an excel file or is there a more sophisticated/easier way to do it?
Posted by StrangeBrew
Salvation Army-Thanks Obama
Member since May 2009
18183 posts
Posted on 10/7/12 at 9:47 pm to
quote:

Personal Rate of Return from 01/01/2012 to 10/05/2012 is 17.3%

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