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re: 401k Rate of Return YTD

Posted on 7/12/18 at 2:39 pm to
Posted by Gorilla Ball
Member since Feb 2006
11831 posts
Posted on 7/12/18 at 2:39 pm to
1.2%, i'll take it but a bummer compared to 21% last year - but who didn't grow last year?
This post was edited on 7/12/18 at 5:56 pm
Posted by TigeRoots
Member since Oct 2008
8505 posts
Posted on 7/12/18 at 3:26 pm to
24% YTD. My 401k has a brokerage option, so alot of this is attributed to AMZN, SQ & KEM. Other asset mix right now is between Domestic Defense, Banking, Technology and Energy. I need Int’l exposure so I’ll look to rebalance soon (usually do so quarterly, so I’m due).
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