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3morereps
Illinois Fan
The Gym
Member since Jun 2015
3648 posts

2016 defined contribution returns and allocations (401k, 403b,etc)
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 at 10:10 pm


Epic Cajun
New Orleans Pelicans Fan
Lafayette, LA
Member since Feb 2013
15640 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
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%.


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GoldenD
LSU Fan
Houston
Member since Jan 2015
770 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
401k is sitting at an 11% YTD.


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dragginass
Member since Jan 2013
1173 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
I was at 14% YTD as of Dec. 1.


GFunk
LSU Fan
Denham Springs
Member since Feb 2011
13570 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
OP should post more often. Specifically due to his avatar.


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21
Jag_Warrior
Virginia Fan
Virginia
Member since May 2015
861 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
23.22% YTD - mainly because the company stock in my 401k is up 80%+.


3morereps
Illinois Fan
The Gym
Member since Jun 2015
3648 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
Nice gains, how much of your and your employer's contribution is going to company stock?


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TheBoo
New Orleans Saints Fan
The Bay Area
Member since Aug 2012
1850 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
Up 17.71% ytd. Hope to keep that ball rolling.


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gpburdell
Georgia Tech Fan
ATL
Member since Jun 2015
397 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
12% for me. 30% large cap, 30% small cap, 20% international, 20% bonds.


EA6B
Navy Fan
TX
Member since Dec 2012
7035 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
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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AndyJ
Member since Jul 2008
1344 posts

re: 2016 defined contribution returns and allocations (401k, 403b,etc)
nvm
This post was edited on 12/30 at 9:14 am


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