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YTD return on your 401(K)?
Posted on 9/22/14 at 12:02 am
Posted on 9/22/14 at 12:02 am
Mine is 5.65%...Does it seem low for this kind of allocation?
9
Posted on 9/22/14 at 12:06 am to saintforlife1
Mine is at 31%. Hopefully it will continue. I'm in all stocks.
Posted on 9/22/14 at 12:48 am to saintforlife1
I'm 6.5%, but that is being heavy (~50%) in short and intermediate bonds waiting for the long awaited correction
(and I know market time is a bad idea for general 401k management. This is most done because I just started. Within the next year I will transition to a "set an auto balance and forget it exists" strategy. )
I would comment that regardless of your age, I feel you are not sufficiently diversified.
You want to be at least 5-7% in either cash holdings or short/intermediate bonds. It allows for assets to come out ahead in market downturns.
(and I know market time is a bad idea for general 401k management. This is most done because I just started. Within the next year I will transition to a "set an auto balance and forget it exists" strategy. )
I would comment that regardless of your age, I feel you are not sufficiently diversified.
You want to be at least 5-7% in either cash holdings or short/intermediate bonds. It allows for assets to come out ahead in market downturns.
This post was edited on 9/22/14 at 12:52 am
Posted on 9/22/14 at 4:49 am to saintforlife1
Just checked mine-9.8%. Last year's was 7.65%.
Posted on 9/22/14 at 6:15 am to saintforlife1
I just checked and I'm at 5.53%. I was at 25%+ last year with the same allocations. I don't touch my 401k investments much though. I'm not trying to make any bold moves (not that I'd know what I'm doing). Just shooting for that 7-8% return over its life while being cautious.
Posted on 9/22/14 at 6:59 am to saintforlife1
I'm at 6.75%
1 year is 20.88%
1 year is 20.88%
Posted on 9/22/14 at 7:23 am to saintforlife1
6.03%
Posted on 9/22/14 at 8:44 am to saintforlife1
I'm at about 7%.
My small cap funds were dragging me down earlier this year. Seem to be picking back up a bit.
My small cap funds were dragging me down earlier this year. Seem to be picking back up a bit.
Posted on 9/22/14 at 8:47 am to Cool Hand Luke
31% YTD? What are your allocations if you don't mind me asking. I just don't see how that is possible with only funds and indexes.
Posted on 9/22/14 at 9:04 am to saintforlife1
11.22%
Mostly Target 2055 fund
Mostly Target 2055 fund
Posted on 9/22/14 at 4:59 pm to TigerTatorTots
About 6 this year and last year
Posted on 9/22/14 at 5:28 pm to saintforlife1
last I checked it was just north of 10%
Posted on 9/23/14 at 12:38 am to TigerDeBaiter
I'm all in my company's stock fund. I know it's risky, but it usually is solid.
Posted on 9/23/14 at 8:01 am to Cool Hand Luke
Not just risky, generally regarded as a terrible idea
Posted on 9/23/14 at 8:16 am to Cool Hand Luke
Definitely beat the market this year 
Posted on 9/23/14 at 10:17 am to Thib-a-doe Tiger
Well I can play a little loosely with it since it is not my main retirement income.
Posted on 9/23/14 at 1:23 pm to Cool Hand Luke
9.5% YTD I'm 100% in s&p 500 fund for 401k due to fee structure but this year has been solid for that allocation.
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