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Started By
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3
Posted on 10/23/13 at 6:56 am to LC-LSU-FAN
Yea. I'm at 22.88% on the year.
Posted on 10/23/13 at 7:16 am to themunch
I'm 15.9% this year.
Breakdown of mine:
56.89% LIFECYCLE 2045
18.83% LARGE CAP GROWTH
17.47% DIVERSIFIED BOND
4.62% FID CONTRAFUND K
2.19% LIFECYCLE 2050
Breakdown of mine:
56.89% LIFECYCLE 2045
18.83% LARGE CAP GROWTH
17.47% DIVERSIFIED BOND
4.62% FID CONTRAFUND K
2.19% LIFECYCLE 2050
Posted on 10/23/13 at 11:18 am to LC-LSU-FAN
sounds like mine is lacking lots
thanks for the input.
Mine is with Trans America through the employer
thanks for the input.
Mine is with Trans America through the employer
Posted on 10/23/13 at 1:06 pm to themunch
Posted on 10/23/13 at 1:22 pm to themunch
I dunno if you have similar offerings to me, but my transAmerican acct is up 16.8
My American stocks are up 20/29%, but I'm heavily invested in a developing markets fund (35%) that only got 9% this year.
My American stocks are up 20/29%, but I'm heavily invested in a developing markets fund (35%) that only got 9% this year.
Posted on 10/23/13 at 2:44 pm to themunch
22.1% YTD 
Posted on 10/23/13 at 2:55 pm to BayouNation
17.1% here.
Posted on 10/23/13 at 2:58 pm to OnTheBrink
Personal Rate of Return from 01/01/2013 to 10/22/2013 is 27.6%
It's been a good year!!
Posted on 10/23/13 at 3:25 pm to Oenophile Brah
U need to turn us all on to some of that.
Posted on 10/23/13 at 3:32 pm to themunch
I'm at 16.8% since January through my 401k
Vangaurd Target 2050
Vangaurd Div Growth Inv
Vangaurd INST Index
My Roths are doing even better being heavy in V, F, CVX, and 2 Fidelity funds: Select Materials and Fidelity OTC (huge winner @ 38%)
Vangaurd Target 2050
Vangaurd Div Growth Inv
Vangaurd INST Index
My Roths are doing even better being heavy in V, F, CVX, and 2 Fidelity funds: Select Materials and Fidelity OTC (huge winner @ 38%)
This post was edited on 10/23/13 at 3:46 pm
Posted on 10/23/13 at 3:43 pm to themunch
quote:
U need to turn us all on to some of that
Thanks Munch
This is just my 401k performance. It's through Fidelity with an aggressive mix of their funds.
My highest % held funds are:
Glenmede Small Cap Equity Portfolio Class Advisor
up 42%YTD
Fidelity® Low-Priced Stock Fund
Up 29%YTD
That's a little taste!
My personal investing account is at a much lower rate, but I purchased a house a few months ago and liquidated a sizable portion. That cost me some of my return.
Still a great year overall.
Posted on 10/23/13 at 6:28 pm to LC-LSU-FAN
Overall 29% this year
My best mutual fund
POAGX Primecap Odyssey Aggressive Growth
44.44% this year, 21.00% average for last 5 years
Second best, VIMSX Vanguard Mid Cap Index
27.75% this year
Lowest performing fund is 18% so far this year, fund balances are not equally weighted.
My best mutual fund
POAGX Primecap Odyssey Aggressive Growth
44.44% this year, 21.00% average for last 5 years
Second best, VIMSX Vanguard Mid Cap Index
27.75% this year
Lowest performing fund is 18% so far this year, fund balances are not equally weighted.
Posted on 10/23/13 at 9:05 pm to Waffle House
Waffle - tell me more about a diversified bond fund up 17.5% this year.
Posted on 10/23/13 at 11:36 pm to themunch
10.9% here
Eta this is for my entire 401k
Some funds have higher rates individually
Eta this is for my entire 401k
Some funds have higher rates individually
This post was edited on 10/23/13 at 11:40 pm
Posted on 10/24/13 at 7:17 am to themunch
quote:It is dependent on goals and relative risk.
a good return number on retirement account
is what?
For example, if one is retired and using the account for income production, a low-risk 9.77% return would be fine. OTOH if one is younger and trying to grow the account with a heavy proportion of securities, 9.77% is underperforming the market.
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