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2012 returns of your investments
Old 12-31-2012, 07:19 PM   #1
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2012 returns of your investments

Doing the year end analysis because it is 12/31/2012

Performance of Benchmarks in 2012

DJIA 7.3%
S&P 500 13.4%
NASDAQ 15.9%
FTSE 100 5.84%
Barclays bonds 5.66%

How did your investment do against the indices? What is your return for 2012? I am aggressive in allocation, this year I am quite happy to note a return of about 12.6%

And I am surprised that for this year, my Fidelity funds had done better than my Vanguard funds. And my Vanguard funds beat the 2 funds I have at T Rowe Price. But my own individual dividend yielding portfolio did significantly worse than mutual funds. Maybe I should just leave them to the professionals.

May you all have a happy, prosperous and healthy New Year.
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Old 12-31-2012, 08:12 PM   #2
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Just finished computing and very happy with 11.3% on a 50/50 portfolio.
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Old 12-31-2012, 08:15 PM   #3
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Have a few more dividends to be reported, but it looks like at least 13% on a 53/47 portfolio.

Very pleased with 2012. I can handle a few yucky years like 2011 if I get a few 2012s sprinkled in now and then.
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Old 12-31-2012, 08:19 PM   #4
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+19.3%. DW's company stock had another stellar year.
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Old 12-31-2012, 08:29 PM   #5
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The S&P500 benchmark should be up over 15% for 2012. It has a dividend yield of around 2%. 13.4% is just the number change and doesn't include the earned dividends.
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Old 12-31-2012, 08:36 PM   #6
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+19.3%. DW's company stock had another stellar year.
Extra bubbly to celebrate?
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Old 12-31-2012, 08:48 PM   #7
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Extra bubbly to celebrate?
Definitely!
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Old 12-31-2012, 09:01 PM   #8
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Some nice returns! My 401k says YTD is 13.53%, and IRA is 12.6%. No complaints.

Happy New Year!
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Old 12-31-2012, 09:23 PM   #9
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The S&P500 benchmark should be up over 15% for 2012. It has a dividend yield of around 2%. 13.4% is just the number change and doesn't include the earned dividends.
Morningstar has the total return of SPY (NAV) at 14.80% for the year. For BND (Vanguard total bond market) YTD return of 4.27% (NAV) and VEU (total international stock market) of 13.60%

My IRA portfolio with an AA of 77/14/9 (cash) was up 14.3%.

Figuring out my taxable returns are more complicated since there are withdrawal investments in real estate etc.
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Old 12-31-2012, 09:48 PM   #10
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12.9% in my 401k, AA approx 60/40
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Old 12-31-2012, 10:26 PM   #11
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YTD for S&P 500 is 16.10%.

Our portfolio is 10.99% YTD.
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Old 12-31-2012, 10:37 PM   #12
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+11.6% in a 50/50 portfolio. No complaints whatsoever.
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Old 12-31-2012, 11:18 PM   #13
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Low man so far at +9.2%, but not bad with a fairly conservative 30/70 AA. Think I will have another med.
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Old 12-31-2012, 11:36 PM   #14
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11.9% total return and happy with it. ~100% equities, ~50/50 US/intl
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Old 12-31-2012, 11:42 PM   #15
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11.6%

53/47 equities/fixed
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Old 01-01-2013, 12:22 AM   #16
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Looks like 13.2% before any dividends which I am pleased with. My asset allocation was 60% stocks / 40% bonds. I changed jobs in early 2012 and did a 401K rollover. I was in Vanguard ETF's through another brokerage account and had to sell before completing the 401K transfer to Vanguard. I was very lucky the market immediately declined after I sold the investments. I re-purchased the same ETF's (at a lower price) a few weeks later. It could have very easily went the other way. I wanted to do the transfer "in kind" but it was not allowed.
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Old 01-01-2013, 12:56 AM   #17
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Up 10.7% on a 50-30-20 portfolio. Very satisfied.
I'm rebalancing over the next few weeks and am aiming to put 1/3 of the cash to work over the next month or two, probably in Europe, international stock/bonds, and floating rate funds.
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Old 01-01-2013, 12:59 AM   #18
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11.7% , 7 cash, 39 FI, 54 equities, fine by me.
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Old 01-01-2013, 06:59 AM   #19
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10.5% all bond funds and income funds.
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Old 01-01-2013, 07:14 AM   #20
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UP 12.4%....last day of work Jan 4, 2013....I hope 2013 and forward does this well!!!!
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