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Half way through the year, how's your 401(k) doing?

Posted on 7/5/16 at 9:19 am
Posted by 50_Tiger
Dallas TX
Member since Jan 2016
40162 posts
Posted on 7/5/16 at 9:19 am
Just did my monthly look see to see after Brexit if I was impacted any and nope since 1/1/2016 I have grown 2.88% lol...better than negative I guess.
Posted by RJSambola
Member since Jun 2012
319 posts
Posted on 7/5/16 at 9:38 am to
How much is because of contributions?
Posted by 50_Tiger
Dallas TX
Member since Jan 2016
40162 posts
Posted on 7/5/16 at 9:50 am to
My contributions have remained the same @ 6% with the company match being an additional 6% .

My change in market value has been a net positive.
Posted by Salmon
On the trails
Member since Feb 2008
83630 posts
Posted on 7/5/16 at 9:50 am to
quote:

Your personal rate of return for the calendar year to date is: -2.49%



:/

roth IRA is only down -0.42% though
This post was edited on 7/5/16 at 9:52 am
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2797 posts
Posted on 7/5/16 at 9:51 am to
My wife and my 401K, Traditional IRAs and Roth IRAs are up 2.2% since December 31st after deducting contributions thus far this year.
Posted by 50_Tiger
Dallas TX
Member since Jan 2016
40162 posts
Posted on 7/5/16 at 9:53 am to
Im guessing most of you guys use Fidelity? I am 90% invested in Vang Tar RET 2050 Stocks and the other 10% is retirement funds.
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2797 posts
Posted on 7/5/16 at 10:00 am to
Mostly Vanguard for me but my wife's 401K is with Fidelity.
Posted by ghost2most
Member since Mar 2012
6675 posts
Posted on 7/5/16 at 10:18 am to
Slightly up. I am mostly in momentum or risk parity strategies so my large concentrations of TLT and leveraged long-term bonds like UBT and TMF are up huge and are offsetting losses in QQQ.

Will the bond bubble burst? That's the big question but as long as SPY/TLT have negative correlations, risk parity between stocks and bonds will outperform.
Posted by dragginass
Member since Jan 2013
2771 posts
Posted on 7/5/16 at 10:38 am to
Up 8% YTD, but that is mostly due to luck.
Posted by AnonymousTiger
Franklin, TN
Member since Jan 2012
4863 posts
Posted on 7/5/16 at 10:46 am to
Up 4.4 at the moment.
Posted by TigerTatorTots
The Safeshore
Member since Jul 2009
80802 posts
Posted on 7/5/16 at 10:56 am to
YEAR-TO-DATE, FROM 01/01/2016 - 07/01/2016
5.88%
Posted by BayouNation
Member since Sep 2008
2009 posts
Posted on 7/5/16 at 11:57 am to
Me: Up 0.84%
Wife: Down 0.88%

I'm okay with that considering the year we've had.
Posted by iknowmorethanyou
Paydirt
Member since Jul 2007
6550 posts
Posted on 7/5/16 at 12:41 pm to
S&P is up 3% for reference sake.
Posted by Navajo61490
Baton rouge
Member since Dec 2011
6717 posts
Posted on 7/5/16 at 12:50 pm to
+2.84%
Posted by TheBoo
South to Louisiana
Member since Aug 2012
4543 posts
Posted on 7/5/16 at 12:52 pm to
5.37%
Posted by TexanWhoDat74
Houston
Member since Mar 2013
441 posts
Posted on 7/5/16 at 12:56 pm to
Up .71%
Posted by meeple
Carcassonne
Member since May 2011
9410 posts
Posted on 7/5/16 at 1:32 pm to
+ 6.22% YTD.
Posted by HYDRebs
Houston
Member since Sep 2014
1243 posts
Posted on 7/5/16 at 1:46 pm to
401(k) up 3.5% so far this year
Posted by hungryone
river parishes
Member since Sep 2010
11987 posts
Posted on 7/5/16 at 1:55 pm to
2.9%
Posted by Spec1
Lost but making good time
Member since Jan 2015
1983 posts
Posted on 7/5/16 at 2:53 pm to
Up 4.12%

Bad thing is company halted match in these hard times!
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