- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Year to date returns are in.
Posted on 1/20/19 at 6:41 am
Posted on 1/20/19 at 6:41 am
All of my stock market investments were in the bucket for 2018 by under performing the S & P Index benchmark of -4.38%.
401K plan -6.16%
4 IRAs -11.4%
I have a non tax deferred Dodge & Cox Mutual Fund that was down 7.08%.
I hope that you all did better.
January returns are off to a good start.
401K plan -6.16%
4 IRAs -11.4%
I have a non tax deferred Dodge & Cox Mutual Fund that was down 7.08%.
I hope that you all did better.
January returns are off to a good start.
8
Posted on 1/20/19 at 7:47 am to CharleyLake
I dont think I had much luck with Dodge & Cox funds back when I had them either. I dumped their arse.
Still, dollar cost averaging & long term horizon and it all should work out for you. Good luck bro!
Still, dollar cost averaging & long term horizon and it all should work out for you. Good luck bro!
Posted on 1/20/19 at 8:18 am to TDFreak
I could not agree more with you. I have been at this for a while and payroll deductions (dollar cost averaging) has proven itself. For the long term horizon one of the IRAs initially started as non-working spousal IRA which had a maximum annual investment of $250. My wife has simply automatically reinvested dividends and capitol gains.
"If you change your investment policy you are likely to be wrong. If you change with a since of urgency, you are guaranteed to be." Charles D. Ellis, author and financial adviser to institutional accounts.
I do not want younger investors to be dissuaded by the 2018 returns.
I have only had the Dodge & Cox fund for two years and I will watch it. Thanks.
"If you change your investment policy you are likely to be wrong. If you change with a since of urgency, you are guaranteed to be." Charles D. Ellis, author and financial adviser to institutional accounts.
I do not want younger investors to be dissuaded by the 2018 returns.
I have only had the Dodge & Cox fund for two years and I will watch it. Thanks.
Posted on 1/20/19 at 8:55 am to CharleyLake
I think a lot of people get lost in this performance thing, but just FYI. You can underperform topside performance of the S&P every year and still beat the index over a 10-20 period.
However, people need to realize the S&P is just 1 index, outperforming it should not be a goal for most. I say that bc they’re likely to dump their strategy when their portfolio is down 35-40% in years with the S&P and or dump their strategy again when their not up as much.
Chasing returns is a fools game.
However, people need to realize the S&P is just 1 index, outperforming it should not be a goal for most. I say that bc they’re likely to dump their strategy when their portfolio is down 35-40% in years with the S&P and or dump their strategy again when their not up as much.
Chasing returns is a fools game.
Posted on 1/20/19 at 9:28 am to Shepherd88
4% last year. Was 26% before October.
Posted on 1/20/19 at 9:30 am to CharleyLake
quote:they're always in
Year to date returns are in
This post was edited on 1/20/19 at 9:30 am
Posted on 1/20/19 at 9:30 am to Shepherd88
quote:
people need to realize the S&P is just 1 index, outperforming it should not be a goal for most
If the goal isn't to beat the s&p 500, just put your money in a large cap mutual fund. I would be pissed if all I averaged in my accounts were 10% roi.
Posted on 1/20/19 at 9:43 am to castorinho
They are, of course. I just collected my data.
Posted on 1/20/19 at 9:46 am to tenderfoot tigah
It is not my goal either. I just referenced it as a popular benchmark. Would you agree that investing isn't about beating others at their game? It's about controlling yourself at your game.
Posted on 1/20/19 at 9:53 am to CharleyLake
I did 18% on my personally managed money.
401k was -7.38 on investments but with employer match counted I really made 42.62% as 50% of what i put in gets given to me
401k was -7.38 on investments but with employer match counted I really made 42.62% as 50% of what i put in gets given to me
Posted on 1/20/19 at 9:59 am to oklahogjr
Congratulations. 18% is awesome. I get no longer get an employee match as I am retired.
Posted on 1/20/19 at 10:23 am to CharleyLake
+10.03% on 401k for 2018. Just don't ask me about crypto. 
Posted on 1/20/19 at 2:19 pm to CharleyLake
Absolutely Charlie.
Posted on 1/20/19 at 6:02 pm to CharleyLake
Down years are good unless you need to sell today. If you don't, buy more.
Posted on 1/20/19 at 9:08 pm to rilesrick
quote:
Everybody ended down
Not even close to true.
Posted on 1/21/19 at 9:20 am to CharleyLake
401k managed by Prudential
-9.90% for 2018
I just keep stacking because I am 25 years away from retirement.
-9.90% for 2018
I just keep stacking because I am 25 years away from retirement.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News