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Started By
Message
re: 401k Rate of Return YTD
Posted on 5/8/18 at 12:12 pm to AnonymousTiger
Posted on 5/8/18 at 12:12 pm to AnonymousTiger
It's a mixed bag for me. 80% of my money is in the 401k and IRA #2 so I'm still positive for the year.
401k 2.92%
IRA #1 -.2%
IRA #2 2.87%
ROTH -1.09%
401k 2.92%
IRA #1 -.2%
IRA #2 2.87%
ROTH -1.09%
0
Posted on 5/8/18 at 12:25 pm to AnonymousTiger
401k - 5.61%
Robinhood - 9.4%
Robinhood - 9.4%
Posted on 5/8/18 at 12:33 pm to AnonymousTiger
Cash 0%
Bonds 0%
Large-cap stocks 50%
Mid/small-cap stocks 50%
International stocks 0%
0.1%
Bonds 0%
Large-cap stocks 50%
Mid/small-cap stocks 50%
International stocks 0%
0.1%
This post was edited on 5/8/18 at 12:48 pm
Posted on 5/8/18 at 12:43 pm to AnonymousTiger
Rate of Return - YTD
3.21%
59.51% Large Cap U.S. Stock
15.77% Mid Cap U.S. Stock
7.69% High Yield Bond
17.03% International Stock
3.21%
59.51% Large Cap U.S. Stock
15.77% Mid Cap U.S. Stock
7.69% High Yield Bond
17.03% International Stock
Posted on 5/8/18 at 12:45 pm to AnonymousTiger
+0.13% YTD
:-(
ETA:
Fidelity State Street Target Retirement 2045 Non-Lending Series Fund Class W
:-(
ETA:
Fidelity State Street Target Retirement 2045 Non-Lending Series Fund Class W
This post was edited on 5/8/18 at 12:47 pm
Posted on 5/8/18 at 6:08 pm to AnonymousTiger
+6.3%
100% Fidelity ContraFund (FCNTX)
100% Fidelity ContraFund (FCNTX)
Posted on 5/8/18 at 7:58 pm to AnonymousTiger
+1.62% YTD
87.54% Equities
6.15% Real Assets
0.01% Other
5.95% Fixed Income
0.36% Cash Alternatives
87.54% Equities
6.15% Real Assets
0.01% Other
5.95% Fixed Income
0.36% Cash Alternatives
Posted on 5/8/18 at 8:48 pm to AnonymousTiger
.20%
Large Cap Equity
Large Cap Equity
Posted on 5/9/18 at 1:19 pm to TheIndulger
quote:
I like how half the people in this thread don’t care about their 401k ROR this year, but last year, each weekly 401k ROR thread was a race to see whose was highest
Retirement is a marathon, not a sprint. Dollar cost averaging (in other words "the market") is generally going to be smarter than any individual investor - now, one should start reallocating to lock in profits in the 36 to 60 month window prior to "no shite, I'm going to retire on X/X/20XX - but other than that - when the market is down, you're buying more - when the market is up, you're buying less - as long as you're consistent with your contributions - it will all work out.
This post was edited on 5/9/18 at 1:20 pm
Posted on 5/9/18 at 1:59 pm to Ace Midnight
5.94%
Fidelity Blue Chip Growth
Janus Henderson Enterprise Class S
Janus Henderson Triton Class I
Roughly 33% in each.
Fidelity Blue Chip Growth
Janus Henderson Enterprise Class S
Janus Henderson Triton Class I
Roughly 33% in each.
Posted on 5/9/18 at 9:06 pm to Serraneaux
You can downvote it all you want, that’s what the return is.
Posted on 5/9/18 at 9:24 pm to AnonymousTiger
0.49%
On that rocket ship to the moon.
On that rocket ship to the moon.
Posted on 5/9/18 at 11:55 pm to MSTiger33
quote:
On that rocket ship to the moon.
LAMBO LAMBO LAMBO
Posted on 5/10/18 at 7:52 am to Texastiger2207
6.6% through yesterday. Good thing I randomly picked these three funds to post about on a message board.
Posted on 5/10/18 at 8:52 am to Serraneaux
quote:
6.6% through yesterday. Good thing I randomly picked these three funds to post about on a message board.
My Fidelity Growth Company fund is up 9.61% ytd. FDGRX
Posted on 5/10/18 at 9:57 am to fallguy_1978
Posted on 5/10/18 at 9:59 am to Serraneaux
quote:
Good thing I randomly picked these three funds to post about on a message board
Those 3 downvotes really ate you up
This post was edited on 5/10/18 at 10:00 am
Posted on 5/10/18 at 10:35 am to TheIndulger
1.93% 401k
1.80% 401k
1.11% 401k current
5.45% 457 happenstance bought on the dip I guess as it's the same fund as current 401k.
I need to merge my 401ks but Mint makes it easy to keep up with.
Btw I love 457 over 401k. It's the best of both worlds retirement account that can be tapped without penalty(pay income tax of course) as an emergency fund if I lose my job.
1.80% 401k
1.11% 401k current
5.45% 457 happenstance bought on the dip I guess as it's the same fund as current 401k.
I need to merge my 401ks but Mint makes it easy to keep up with.
Btw I love 457 over 401k. It's the best of both worlds retirement account that can be tapped without penalty(pay income tax of course) as an emergency fund if I lose my job.
This post was edited on 5/10/18 at 10:37 am
Posted on 5/10/18 at 1:15 pm to TheIndulger
I'll keep updating the return only if it goes up.
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