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re: Personal Rate of Return from 01/01/2012 to 12/31/2012 is 16.8%
Posted on 1/2/13 at 12:25 pm to MikeDaTiger23
Posted on 1/2/13 at 12:25 pm to MikeDaTiger23
12.69% 401K
1
Posted on 1/2/13 at 3:15 pm to MOT
Long time TD reader and Money Board fan....here's mine below for the year:
Personal Rate of Return from 01/01/2012 to 12/31/2012 is 21.1%
All with Fidelity - it was a good year in my 401K (above) and matched that growth in my stock portfolio as well led IBM, Apple, XOM and CVX.
Personal Rate of Return from 01/01/2012 to 12/31/2012 is 21.1%
All with Fidelity - it was a good year in my 401K (above) and matched that growth in my stock portfolio as well led IBM, Apple, XOM and CVX.
Posted on 1/2/13 at 3:52 pm to toddts
12.97% 401K
Posted on 1/2/13 at 6:20 pm to toddts
Wow,
Was it market timing or long term investing in those core holdings?
Was it market timing or long term investing in those core holdings?
Posted on 1/3/13 at 12:43 am to StrangeBrew
13.6% but shifted some stuff around at the wrong time (buy high, sell low strategy)...hopefully some funds will pick up in 2013. 
Posted on 1/3/13 at 8:44 am to Dark Tiger
15.74% 401k with Prudential.
Posted on 1/3/13 at 2:10 pm to StrangeBrew
My ROR in my 401K this year was part of my long term aggressive growth strategy (I have not changed it much at all over the past 2.5 - 3 yrs). Outside of 2008/2009, I averaged just under 20% yty returns in my 401 K since 2004. I have no bonds or individual stocks in my 401K (those are in my personal and IRA accts) - rather I have a choice mixture of domestic and international growth MF's mixed with large cap based funds (60% or so) then the rest with Mid-Cap (some small-cap) and foreign real estate MF's.
Additionally I've been focusing on "smart" old school buy/hold stocks (see Warren Buffett) that are large stable companies with strong fundamentals at cheap prices - see IBM, Apple (prior to mid-pt 2012), XOM, CVX, Coke and other large/fast growing IT and Healthcare companies. Since I'm 5 months into my International EMBA (@ UNC), I'm also being exposed to a number of other growth oppty's which I plan on taking advantage of in 2013 and beyond (bio-tech, Big Agriculture, small finance).
My background: I'm 31 and been working for a Fort. 15 company for 8 yrs out of LSU. Oh, and I'm a big Money Board lurker and enjoy reading all of you guys' posts - good, bad and the ugly. ;)
Additionally I've been focusing on "smart" old school buy/hold stocks (see Warren Buffett) that are large stable companies with strong fundamentals at cheap prices - see IBM, Apple (prior to mid-pt 2012), XOM, CVX, Coke and other large/fast growing IT and Healthcare companies. Since I'm 5 months into my International EMBA (@ UNC), I'm also being exposed to a number of other growth oppty's which I plan on taking advantage of in 2013 and beyond (bio-tech, Big Agriculture, small finance).
My background: I'm 31 and been working for a Fort. 15 company for 8 yrs out of LSU. Oh, and I'm a big Money Board lurker and enjoy reading all of you guys' posts - good, bad and the ugly. ;)
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