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re: YTD 401K RETURN: post them

Posted on 12/19/19 at 8:44 am to
Posted by CharleyLake
Member since Oct 2006
1456 posts
Posted on 12/19/19 at 8:44 am to
I'm old also. IRA is 48% S & P 500 Fund currently.

Old pre-401K IRA YTD:

Fidelity Select Energy- 7.46%
Franklin Templeton Quest-12.18%
Franklin Templeton Global-20.97%

401K-22.98%
Posted by BugaTiger
NOLA
Member since Jan 2018
14 posts
Posted on 12/19/19 at 2:39 pm to
23.56%
Posted by CenlaLowell
Alexandria, la
Member since Apr 2016
1223 posts
Posted on 12/24/19 at 8:23 am to
18% for the year
Posted by macatak911
Metairie, LA
Member since Sep 2007
11110 posts
Posted on 12/24/19 at 8:34 am to
29.50% YTD
This post was edited on 12/24/19 at 8:35 am
Posted by crazycubes
Member since Jan 2016
5256 posts
Posted on 12/25/19 at 6:50 am to
About 27%, I’m happy.
Posted by Dayman
Member since Sep 2015
730 posts
Posted on 12/25/19 at 9:14 am to
24.98 YTD
14.77 one year
Posted by Auburn80
Backwater, TN
Member since Nov 2017
9595 posts
Posted on 12/25/19 at 11:03 am to
I’m only up around 12%, but I’m 61 and in a more conservative position than many of you. I do keep some mad money in one account that is up 14% just since October.
Posted by mule74
Watersound Beach
Member since Nov 2004
12494 posts
Posted on 12/25/19 at 11:27 am to
23.87% YTD. I dumped in the full $19k max in February out of my bonus and I got my 50% match at that point as well.
Posted by Ric Flair
Charlotte
Member since Oct 2005
13868 posts
Posted on 12/25/19 at 3:43 pm to
I didn’t get nearly the gains this year of some folks, but probably didn’t have as much of a loss from Nov thru Jan 1st last year.

This thread is still making me reevaluate my target based funds. Haven’t checked in a while, but I suspect the dividends will make the numbers more palatable.
Posted by Ol boy
Member since Oct 2018
3956 posts
Posted on 12/25/19 at 4:21 pm to
24.5 ytd
I don’t want to know what the 3yr is I’ll just play like it’s 24.5..
Posted by fallguy_1978
Best States #50
Member since Feb 2018
53052 posts
Posted on 12/25/19 at 8:54 pm to
32.95%
Posted by Larry Gooseman
Houston
Member since Mar 2014
2757 posts
Posted on 12/25/19 at 10:11 pm to
24.73%
Posted by pochejp
Gonzales, Louisiana
Member since Jan 2007
8027 posts
Posted on 12/26/19 at 1:53 pm to
47.35%
Posted by alphamicro
Shreveport
Member since Mar 2012
542 posts
Posted on 12/26/19 at 3:51 pm to
29.12% ytd
Posted by RedlandsTiger
Greenwell Springs, LA
Member since Jan 2008
3122 posts
Posted on 12/26/19 at 8:13 pm to
PAST 3 MONTHS 0.62%
YEAR TO DATE 21.08%
PAST 12 MONTHS 4.97%
PAST 3 YEARS 12.36%
PAST 5 YEARS 10.28%
PAST 10 YEARS N/A
INCEPTION TO DATE 12.57%
EXPENSE RATIO N/A

The AGGRESSIVE PORTFOLIO MODEL seeks the highest total investment return consistent with prudent risk. The model attempts to achieve this objective by investing:
9% in the (CL) GM Victory Sycamore Establish Val A B
8% in the GM Goldman Sachs Growth Opportunities A B
5% in the GM Victory Sycamore Small Comp Opport A B
16% in the GM MFS Massachusetts Investors Gr Stk A B
18% in the GM MFS Value A B
36% in the GM American Funds New Perspective R3
3% in the (CL)GM Lord Abbett Developing Growth Fun
5% in the GM Janus Henderson Flexible Bond A
This post was edited on 12/26/19 at 8:16 pm
Posted by go ta hell ole miss
Member since Jan 2007
14547 posts
Posted on 12/27/19 at 4:54 pm to
28.5%
Posted by southernelite
Houston, TX
Member since Sep 2009
53561 posts
Posted on 12/27/19 at 5:18 pm to
2060 target fund. I have no clue what my return is
Posted by Mobb
Member since Dec 2019
45 posts
Posted on 12/27/19 at 5:34 pm to
I got pretty lucky and put about 30K into the 3x leveraged Tech sector ETF back in January near it’s bottom. Turned into 55K as of now and I’m about ready to take those profits and run
Posted by offshoretrash
Farmerville, La
Member since Aug 2008
10716 posts
Posted on 12/27/19 at 7:37 pm to
YTD 33.90
1yr 21.75
3yr 17.04
Posted by tke_swamprat
Houma, LA
Member since Aug 2004
10856 posts
Posted on 12/28/19 at 8:09 am to
457B plan

30.67% YTD, 31.89% last 12 months.

36% Large cap growth
34% Global
16% Large cap value
14% Small/Mid
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