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re: YTD Return?

Posted on 4/24/14 at 4:37 pm to
Posted by CharleyLake
Member since Oct 2006
1327 posts
Posted on 4/24/14 at 4:37 pm to
Total tax deferred savings---------4.33%

Six IRA mutual funds---------------1.27%
401K Plan--------------------------5.36%
Posted by jso0003
Member since Jun 2009
5170 posts
Posted on 4/25/14 at 6:45 am to
401k is all in VINIX so it's up whatever the S&P is up. It's a large cap vanguard fund that is by far the lowest expense ratio in my shitty 401k plan so I plow everything into it.

PA is up 6.1% including dividends, diversified(ish) long and short equities. Average about 70-60% net long. Typically short about 30% at any given time and close to 100% long.

Biggest gainer for me has been SRPT at a little over 100% since I bought it in January.

Biggest loser has been being short GMCR the day that Coca Cola announced their stake in the company.... Ouch
This post was edited on 4/25/14 at 6:51 am
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