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Posted on 12/24/19 at 8:34 am to CenlaLowell
29.50% YTD
This post was edited on 12/24/19 at 8:35 am
Posted on 12/25/19 at 11:03 am to 3morereps
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 on 12/25/19 at 11:27 am to 3morereps
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 on 12/25/19 at 3:43 pm to 3morereps
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.
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 on 12/25/19 at 4:21 pm to 3morereps
24.5 ytd
I don’t want to know what the 3yr is I’ll just play like it’s 24.5..
I don’t want to know what the 3yr is I’ll just play like it’s 24.5..
Posted on 12/26/19 at 8:13 pm to 3morereps
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
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 on 12/27/19 at 5:18 pm to 3morereps
2060 target fund. I have no clue what my return is 
Posted on 12/27/19 at 5:34 pm to 3morereps
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 on 12/27/19 at 7:37 pm to Mobb
YTD 33.90
1yr 21.75
3yr 17.04
1yr 21.75
3yr 17.04
Posted on 12/28/19 at 8:09 am to 3morereps
457B plan
30.67% YTD, 31.89% last 12 months.
36% Large cap growth
34% Global
16% Large cap value
14% Small/Mid
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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