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12-31-2016, 12:51 PM
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#781
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Full time employment: Posting here.
Join Date: Jan 2014
Location: Austin
Posts: 661
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2016: 7.5% on what is currently a 67/31.5/1.5 allocation.
__________________
ER'd 6/1/2014 @ age 53. Wow, is it already 2022?
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12-31-2016, 12:59 PM
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#782
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Thinks s/he gets paid by the post
Join Date: Jul 2009
Location: North Scottsdale
Posts: 1,545
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7% on 60/35/5 AA. Very happy with the year. Good luck to all next year as well!
__________________
FIRE'D in July 2009 at 51...Never look back!
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12-31-2016, 01:40 PM
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#783
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Full time employment: Posting here.
Join Date: Jul 2013
Posts: 953
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10.04% for the year.
Rock and Roll!
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12-31-2016, 01:42 PM
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#784
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Recycles dryer sheets
Join Date: May 2015
Posts: 67
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Personal Capital say I'm at 8.7% for the year on a 75/20/5 (ish) portfolio.
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12-31-2016, 02:09 PM
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#785
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 2,523
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9.36% XIRR for the year on a 54/41/5 portfolio.
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12-31-2016, 02:35 PM
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#786
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Full time employment: Posting here.
Join Date: May 2008
Location: Lexington
Posts: 714
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11.96% YTD, 100/0, 85% SCV, 15% Total International. Long ago set 2017 as a sell date, so I just switched to 70% SCV and 30% G-Fund. If things are still going well by 2019 I'll shift down more. Staying away from F-Fund until interest rates increase to a reasonable level, might take several years.
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12-31-2016, 02:51 PM
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#787
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Quote:
Originally Posted by HF63
Not too bad w/ 4.5% return on a very conservative allocation.
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About the same......also with a very conservative allocation. Being the wuss that I am, I'm ok with it.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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12-31-2016, 04:23 PM
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#788
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Thinks s/he gets paid by the post
Join Date: Sep 2016
Location: Acworth
Posts: 1,214
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Final results for my 401k show 10.42%. If anyone knows an easy way to get TD Ameritrade overall portfolio performance without having to put everything into excel (or similar), I'd love to hear it as I haven't found anything that makes that easy on their platform.
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12-31-2016, 05:27 PM
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#789
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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Quote:
Originally Posted by exnavynuke
Final results for my 401k show 10.42%. If anyone knows an easy way to get TD Ameritrade overall portfolio performance without having to put everything into excel (or similar), I'd love to hear it as I haven't found anything that makes that easy on their platform.
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My wife has TDAmeritrade as the custodian of her employer's 401(k) plan. The platform and web site are completely different from the much much better retail customer web site. The TDAmeritrade custodial 401(k) platform is so bad, that if I had seen it before having my own accounts, I never would have opened accounts at TDAmeritrade at all.
In contrast, my solo401(k) at TDAmeritrade uses the same platform and web site as retail clients.
So is your 401(k) a company one or an individual one? It makes a big difference to people trying to look for something for you.
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12-31-2016, 06:14 PM
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#790
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 8,809
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Things worked out well for us on a 60/40 portfolio at 10.0% for 2016.
Had very little international stocks during the year and the US was tilted to value. The intermediate bond funds did OK too (VFIDX and BND). Only about 2% in cash during the year.
When I look at the Vanguard Target Retirement fund VTTVX which is 65/35, its return was 8.9%. That is because it held a fair portion of international stocks. Tough year for that asset class.
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12-31-2016, 07:49 PM
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#791
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Thinks s/he gets paid by the post
Join Date: Sep 2016
Location: Acworth
Posts: 1,214
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Quote:
Originally Posted by LOL!
My wife has TDAmeritrade as the custodian of her employer's 401(k) plan. The platform and web site are completely different from the much much better retail customer web site. The TDAmeritrade custodial 401(k) platform is so bad, that if I had seen it before having my own accounts, I never would have opened accounts at TDAmeritrade at all.
In contrast, my solo401(k) at TDAmeritrade uses the same platform and web site as retail clients.
So is your 401(k) a company one or an individual one? It makes a big difference to people trying to look for something for you.
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My 401k isn't with TDA, just my after-tax brokerage account and IRA. My 401k is great about seeing my returns, just can't find anything like it with TDA's platform
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01-01-2017, 07:40 AM
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#792
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,677
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Portfolio gains 9.2%
Less living 1.7%
Gifting 0.5%
Cash and FI 0.2%
(still waiting for some valuations but close enough)
__________________
For the fun of it...Keith
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01-01-2017, 08:24 AM
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#793
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Recycles dryer sheets
Join Date: May 2006
Location: Vienna
Posts: 226
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About 8.6% which beat my benchmark of FGBLX (Global balanced). I use a version of Faber's tactical asset allocation which has held up very well for me.
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01-01-2017, 08:30 AM
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#794
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Moderator Emeritus
Join Date: Apr 2011
Location: Conroe, Texas
Posts: 18,731
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2016 performance
Retirement portfolio (Vanguard IRA and Solo 401K) = 9.7 %
Charles Schwab IRA - (50% SCHD and the balance a mix of preferred stocks and MLPs) = 8.78%
Not included are PenFed 3% CD's or any dividend or interest income on cash accounts outside of tax sheltered accounts.
__________________
*********Go Yankees!*********
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01-01-2017, 08:36 AM
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#795
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Recycles dryer sheets
Join Date: Mar 2011
Location: North Carolina
Posts: 217
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2016 numbers from Vanguard were available this morning (which includes my non-Vanguard investments, cash, I-Bonds....).
+7.2% on a 49/45/6 portfolio (very light on foreign stocks and bonds).
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01-01-2017, 09:13 AM
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#796
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Moderator
Join Date: Nov 2014
Posts: 9,182
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I ended up at 7.3% (just my 401k). Made the mistake of shifting 25% to bonds right before the election. That hurt. Maybe some day I'll learn my lesson that I am no good at timing the market or predicting the future. Overall, however, not a bad year.
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01-01-2017, 09:50 AM
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#797
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Recycles dryer sheets
Join Date: May 2016
Location: Orange County Ca
Posts: 162
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Things worked out well for us on a 60/40 portfolio at 10.0% for 2016.
Had very little international stocks during the year and the US was tilted to value. The intermediate bond funds did OK too (VFIDX and BND). Only about 2% in cash during the year.[/QUOTE]
That is a great return for a 60/40 portfolio! I ended up at +10.3% but with a 90/10 split. Once again the international allocation held me down. I'm hoping to someday see the benefit again of having international holdings
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01-01-2017, 10:15 AM
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#798
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 8,809
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I predict you will.
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01-01-2017, 10:50 AM
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#799
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Ormond Beach
Posts: 1,407
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Quote:
Originally Posted by madsquopper
About 8.6% which beat my benchmark of FGBLX (Global balanced). I use a version of Faber's tactical asset allocation which has held up very well for me.
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Wow that was an underperforming benchmark IMO, only returned 0.88% in 2016 with an allocation somewhat close to Vanguard Moderate Lifestrategy Growth (VSMGX) which is the one I use. That one returned 7.13%, my port was 7.53% (59/34/7).
Poor active vs. index returns, in 2016 at least.
I just rebalanced back into international equity and US bond indexes given the high US equity returns. Like others I hope that some day int'l starts pulling its weight.
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01-01-2017, 10:56 AM
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#800
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Bonita (San Diego)
Posts: 1,795
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Ended the year at 11.2% 85/15 with 30% stock in Intl.
__________________
"So we beat to our own drummer in the sun;
We ask for nobody's permission to run.
I just wanna live in a world like that;
Now I'm gonna live in a world like that!" - World Like That, O.A.R.
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