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2016 defined contribution returns and allocations (401k, 403b,etc)
Posted on 12/23/16 at 10:06 pm
Posted on 12/23/16 at 10:06 pm
I know it's not even Christmas yet, but hot damn 2016 turned out being alright after the shite storm we saw in the first month. I'm at 14.87% as of market close 12/23 with a very passive allocation. I'm 60% S&P 500 index, 25% Mid-Cap index and 15% in an international index. I think the highest expense ratio is like 10 basis points on the international... so very cheap. What's yours???
This post was edited on 12/23/16 at 10:10 pm
7
Posted on 12/24/16 at 7:50 am to 3morereps
I got in the game late this year, due to a rollover from a pension account. Anyway I'm at 8.7% year to date, allocated in VFIAX, which has a YTD return of 13.14%.
Posted on 12/24/16 at 8:22 am to 3morereps
401k is sitting at an 11% YTD.
Posted on 12/24/16 at 10:26 am to 3morereps
I was at 14% YTD as of Dec. 1.
Posted on 12/24/16 at 11:34 am to 3morereps
23.22% YTD - mainly because the company stock in my 401k is up 80%+.
Posted on 12/26/16 at 12:30 am to 3morereps
Up 17.71% ytd. Hope to keep that ball rolling.
Posted on 12/26/16 at 3:46 pm to 3morereps
12% for me. 30% large cap, 30% small cap, 20% international, 20% bonds.
Posted on 12/26/16 at 5:52 pm to 3morereps
15.5%, was going to be Happy with around 9% for the year then Trump happened. 90% equally in Large, Mid, and Small Cap index funds, rebalanced as needed, 10% to dabble with some individual stocks or just leave in cash.
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