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Message
2019 retirement account results
Posted on 1/2/20 at 1:25 pm
Posted on 1/2/20 at 1:25 pm
how did you do?
mine was up 18.2% JAN- DEC.
VDIGX, VTTVX, VBTLX, VTSAX
i'm pretty happy with that
mine was up 18.2% JAN- DEC.
VDIGX, VTTVX, VBTLX, VTSAX
i'm pretty happy with that
18
Posted on 1/2/20 at 1:37 pm to cgrand
32.46%
Fidelity Growth Company
Hartford Small Cap Growth HLS Fund
Large Cap Value / LSV Asset Management
Vanguard 500 Index Fund Admiral Shares
Fidelity Growth Company
Hartford Small Cap Growth HLS Fund
Large Cap Value / LSV Asset Management
Vanguard 500 Index Fund Admiral Shares
This post was edited on 1/2/20 at 1:40 pm
Posted on 1/2/20 at 1:46 pm to cgrand
30.1%
Individual stocks
Individual stocks
Posted on 1/2/20 at 1:52 pm to cgrand
34.5%
JPM Large Cap Growth
FIAM Small Cap
FID 500 Index
PIF Midcap Fund
SS Target Retirement 2055
Company Stock (biggest gain driver)
JPM Large Cap Growth
FIAM Small Cap
FID 500 Index
PIF Midcap Fund
SS Target Retirement 2055
Company Stock (biggest gain driver)
This post was edited on 1/2/20 at 1:52 pm
Posted on 1/2/20 at 2:02 pm to fallguy_1978
quote:
32.46%
wow
drinks on you!
Posted on 1/2/20 at 2:07 pm to cgrand
28.9%
Posted on 1/2/20 at 2:08 pm to cgrand
quote:
wow
drinks on you!
I have an IRA with individual stocks and it was up 42.02%.
Best year in recent memory. Most of it was AAPL though.
Posted on 1/2/20 at 2:10 pm to TigerTatorTots
401k 28.1%
Fidelity Contrafund pool
FPUKX
FSMAX
FXAIX
MIEIX
PTTRX
Fidelity Contrafund pool
FPUKX
FSMAX
FXAIX
MIEIX
PTTRX
Posted on 1/2/20 at 3:06 pm to cgrand
Overall change in accounts (i.e. yields + contributions) or just returns?
Overall change was 30.5%.
Overall change was 30.5%.
Posted on 1/2/20 at 3:15 pm to cgrand
22.75%
I’ll be thrilled with half of that in 2020!
I’ll be thrilled with half of that in 2020!
Posted on 1/2/20 at 3:17 pm to cgrand
31.5% FXAIX
Posted on 1/2/20 at 3:25 pm to TheWiz
Just performance which = returns only
Posted on 1/2/20 at 3:37 pm to TigerTatorTots
23.7% for the year.
Posted on 1/2/20 at 3:44 pm to cgrand
24.3%
Just re-balanced today as well as my 75/25 allocation had drifted past 80/20.
Just re-balanced today as well as my 75/25 allocation had drifted past 80/20.
Posted on 1/2/20 at 3:45 pm to TigerTatorTots
Gotcha.
401k 27.42%
Roth 29.0%
Wife's 457 29.21%
Wife's 403b 14.9% (opened it in Feb.)
Wife's Roth 17.6% (also opened in Feb.)
TRSL 8% mandatory contributions with an either 5.7% or 6.2% match but can't really quantify it enough to put it into our return average.
Total average (excluding TRSL): 23.62%.
401k 27.42%
Roth 29.0%
Wife's 457 29.21%
Wife's 403b 14.9% (opened it in Feb.)
Wife's Roth 17.6% (also opened in Feb.)
TRSL 8% mandatory contributions with an either 5.7% or 6.2% match but can't really quantify it enough to put it into our return average.
Total average (excluding TRSL): 23.62%.
Posted on 1/2/20 at 3:57 pm to cgrand
I ended up 34.5%.
Posted on 1/2/20 at 4:06 pm to cgrand
26.5%
Posted on 1/2/20 at 5:41 pm to cgrand
26.8%
Posted on 1/2/20 at 5:44 pm to cgrand
30.39% (performance)
This post was edited on 1/2/20 at 6:12 pm
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