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2016 defined contribution returns and allocations (401k, 403b,etc)

Posted on 12/23/16 at 10:06 pm
Posted by 3morereps
The Gym
Member since Jun 2015
6735 posts
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
Posted by Epic Cajun
Lafayette, LA
Member since Feb 2013
32452 posts
Posted on 12/24/16 at 7:50 am to
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 by GoldenD
Houston
Member since Jan 2015
932 posts
Posted on 12/24/16 at 8:22 am to
401k is sitting at an 11% YTD.
Posted by dragginass
Member since Jan 2013
2740 posts
Posted on 12/24/16 at 10:26 am to
I was at 14% YTD as of Dec. 1.
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 12/24/16 at 10:48 am to
OP should post more often. Specifically due to his avatar.
Posted by Jag_Warrior
Virginia
Member since May 2015
4094 posts
Posted on 12/24/16 at 11:34 am to
23.22% YTD - mainly because the company stock in my 401k is up 80%+.
Posted by 3morereps
The Gym
Member since Jun 2015
6735 posts
Posted on 12/24/16 at 1:56 pm to
Nice gains, how much of your and your employer's contribution is going to company stock?
Posted by TheBoo
South to Louisiana
Member since Aug 2012
4504 posts
Posted on 12/26/16 at 12:30 am to
Up 17.71% ytd. Hope to keep that ball rolling.
Posted by gpburdell
ATL
Member since Jun 2015
1422 posts
Posted on 12/26/16 at 3:46 pm to
12% for me. 30% large cap, 30% small cap, 20% international, 20% bonds.
Posted by EA6B
TX
Member since Dec 2012
14754 posts
Posted on 12/26/16 at 5:52 pm to
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.
Posted by AndyJ
Member since Jul 2008
2755 posts
Posted on 12/26/16 at 6:18 pm to
nvm
This post was edited on 12/30/16 at 9:14 am
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