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Started By
Message
Let’s see those 2020 401k returns
Posted on 1/1/21 at 11:33 am
Posted on 1/1/21 at 11:33 am
I manage this account as it was from an old job and averaging typical 7-10 percent a year. I just rolled it over to E*TRADE and was able to pick high growth stocks like Pins, docu, Amazon, DKNG and a few others I really liked especially during the dips this year. Also am an avid biotech guy and Ocul, tcon, and tril killed it for me this year as long term holds into multiple catalysts
This is just a rollover 401k I have that I like to have fun with.....my wife and I each have 401ks we max out with current healthcare jobs. I was up 13% in my work 401k for the year.
This is just a rollover 401k I have that I like to have fun with.....my wife and I each have 401ks we max out with current healthcare jobs. I was up 13% in my work 401k for the year.
This post was edited on 1/1/21 at 11:51 am
23
Posted on 1/1/21 at 11:37 am to RevolverKing
34.46% in my 401k.
-Fidelity Growth Company
-Hartford Small Cap Growth HLS
-Large Cap Value /LSV Asset Management
-Vanguard 500 Index Fund
Fidelity Growth Company has been my best fund for many years.
-Fidelity Growth Company
-Hartford Small Cap Growth HLS
-Large Cap Value /LSV Asset Management
-Vanguard 500 Index Fund
Fidelity Growth Company has been my best fund for many years.
This post was edited on 1/1/21 at 11:42 am
Posted on 1/1/21 at 11:41 am to RevolverKing
19.96%
Allocation:
75% VFIAX
15% VTMGX
5% VIMAX
5% VSMAX
Allocation:
75% VFIAX
15% VTMGX
5% VIMAX
5% VSMAX
This post was edited on 1/1/21 at 11:55 am
Posted on 1/1/21 at 11:50 am to RevolverKing
18% in 401k. I’ve noticed the international fund option in my 401k did pretty good I wonder if I should allocate more to that. I thought 18% was good until I saw you baws
This post was edited on 1/1/21 at 12:04 pm
Posted on 1/1/21 at 12:00 pm to tigersfan1989
You beat the S&P 500 return which is good. I had a very good year in mine for whatever reason.
Posted on 1/1/21 at 12:02 pm to RevolverKing
Posted on 1/1/21 at 12:13 pm to fallguy_1978
+34.0%
One fund much more heavily weighted to tech driving the returns.
One fund much more heavily weighted to tech driving the returns.
Posted on 1/1/21 at 12:17 pm to RevolverKing
I cashed out 100k in October and put it in a low fee real estate fund building rent house neighborhoods. 6% preferred, big K-1 write off and huge upside when neighborhoods are sold off.
Posted on 1/1/21 at 12:43 pm to lynxcat
quote:
One fund much more heavily weighted to tech driving the returns.
This is me. The Fidelity Fund I mentioned above had a 61% return this year and the Hartford fund had a 33% return.
Posted on 1/1/21 at 12:47 pm to RevolverKing
21.10%
Now if I could just do that every year for the next 10 I’d retire early.
Now if I could just do that every year for the next 10 I’d retire early.
Posted on 1/1/21 at 12:52 pm to TigerGrad2011
21.45% for me
Posted on 1/1/21 at 12:59 pm to olemissfan26
401k - 18.97%
Vanguard brokerage:
VT 16.74%
VTI 20.95%
VWUSX 58.57%
VWINX 8.45%
Vanguard brokerage:
VT 16.74%
VTI 20.95%
VWUSX 58.57%
VWINX 8.45%
Posted on 1/1/21 at 1:06 pm to RevolverKing
34%
mix of 3 funds
PRDSX
CGFYX
OIEJX
mix of 3 funds
PRDSX
CGFYX
OIEJX
Posted on 1/1/21 at 1:19 pm to RevolverKing
My 401k : 22.51%
Wife's 403b: 52.60% VWUAX blasted off
Wife's 457b: 22.54%
My IRA: 26.7%
Her IRA: 28.4%
Wife's 403b: 52.60% VWUAX blasted off
Wife's 457b: 22.54%
My IRA: 26.7%
Her IRA: 28.4%
Posted on 1/1/21 at 1:20 pm to fallguy_1978
What’s with these high returns? I thought most people were happy with 10-15% returns?
Posted on 1/1/21 at 1:27 pm to Paul Allen
I had 2 funds that had monster returns. Probably just heavily invested in tech while some sectors like energy had a bad year and held the overall market down somewhat.
Posted on 1/1/21 at 1:32 pm to fallguy_1978
12.12% for me, but I had some dogs this year and I started "actively" managing my 401k mid year. I have a SDB option in mine and I've gotten 19% on the portion that is self-directed. I'm young so it won't make a real difference in the long run, but I transferred and reinvested like 20% of my 401k holdings into the SDB portion in mid October which was a ATH at the time. market had a decent pullback immediately after lol. If I had initiated the transfer like 2 days later than I did I would have timed it nearly perfectly. Thems the breaks.
My Roth had a ROR of 30% and my brokerage was like 22%.
Overall portfolio growth was solid. Don't feel like doing an ROR for my entire portfolio but I imagine it was in the low 20s.
My Roth had a ROR of 30% and my brokerage was like 22%.
Overall portfolio growth was solid. Don't feel like doing an ROR for my entire portfolio but I imagine it was in the low 20s.
This post was edited on 1/1/21 at 1:39 pm
Posted on 1/1/21 at 1:36 pm to JohnnyKilroy
mine was 18%...
all stocks..
but to be fair I am just a low level investor...
after 3 years... my 401 K is over $50,000 which I was super happy about.
At first I was concerned about " missing" my money going into that account but I'm used to it now and ready to see it grow higher.
all stocks..
but to be fair I am just a low level investor...
after 3 years... my 401 K is over $50,000 which I was super happy about.
At first I was concerned about " missing" my money going into that account but I'm used to it now and ready to see it grow higher.
Posted on 1/1/21 at 1:39 pm to RevolverKing
+19.55% 2045 target fund-fidelity
Posted on 1/1/21 at 2:12 pm to RevolverKing
15%. I am retired and have approximately 40% of my and wife's IRA in bond funds. Best return was from Vanguard Extended Market Index Fund at 32%. All is appreciation since I no long contribute.
Actual return was probably a little better since I took a small withdrawal early in the year before learning that there would be no Required Minimum Distributions in 2020. Considered putting the money back in but decided not to.
Very pleased with the return in the 4th quarter.
Actual return was probably a little better since I took a small withdrawal early in the year before learning that there would be no Required Minimum Distributions in 2020. Considered putting the money back in but decided not to.
Very pleased with the return in the 4th quarter.
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