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Blast from the past
Old 05-02-2009, 11:48 AM   #1
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Blast from the past

Something a lot of us haven't seen much of lately, from my Fidelity 401K:



Did Fidelity forget to put the minus sign before the return??
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Old 05-02-2009, 11:51 AM   #2
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That sucker will be up +20 this year. Mark my words!
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Old 05-02-2009, 11:51 AM   #3
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My Fidelity Brokerage account is up .4% YTD -- I had to look at it twice.
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Old 05-02-2009, 12:12 PM   #4
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All this bragging made me look. My Fido account is -.3%.....
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Old 05-02-2009, 12:26 PM   #5
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-.2% for myself.

What's interesting is that we all have different portfolios, but the results are about the same.
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Old 05-02-2009, 01:17 PM   #6
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I hadn't checked for a while, but was surprised to find that for the same period I am up 1.4%. I should note that I have not added any new contributions this year as I am not currently employed.
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Old 05-02-2009, 01:43 PM   #7
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Don't know where I stand YTD, but I know I'll be + 4.5% on 12-31-09 and at the end of 2010 and 2011, etc. CD's are so not exciting--but predictable.
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Old 05-02-2009, 02:11 PM   #8
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Mine was up some fractional amount for the year (checked this morning and have already forgotten the exact amount), but compared to 2007, it's still pitiful, and that's with lots of contributions being added. Please, let it be up 20% by year end!
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Old 05-02-2009, 03:04 PM   #9
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Thanks to my $200 per month (fixed fee) financial planner's advice of where to invest, my 401(k) is up:

Pimco Total Return R Fund +2.89% since January 2009, +6.87% since January 2008
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Old 05-02-2009, 03:28 PM   #10
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I am up near 4% compared to market close on 12/31/08. So, I trail the Nasdaq at 5%, but beat the Dow (-9%) and the S&P500 (-6%). All this while still currently holding 50% cash (I-Bond, MM, CD).

However, that took a bit of portfolio tweaking on my part, trying to sell some losers and picking up what I thought would recover faster. If you have not done anything and yet end up about flat as many people have reported, then my performance is not much to brag about.

CrazyConnie, on another thread, reported that she has reclaimed her Oct 07 glorious high. For me, if I can get back to my old high, that's more than 10 years of frugal living, or 6-7 years with two European vacations plus 2 domestic trips a year. Money, money, money...
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Old 05-02-2009, 04:14 PM   #11
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+2.21% YTD mostly due to TIPS/munis as well as investing a lump sum (bonus) when the DOW dipped below 7,000.
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Old 05-02-2009, 05:04 PM   #12
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Oh yeah! Fidelity says up +1.5%. However DW's 401k says -6.7% YTD. So oh no...
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Old 05-02-2009, 07:49 PM   #13
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Oh yeah! Fidelity says up +1.5%. However DW's 401k says -6.7% YTD. So oh no...
But if the Fidelity 401k is 10000000 and DW's is 10000. You are all set!

Damn I love %s !
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Old 05-02-2009, 07:54 PM   #14
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My back of the envelope says about +10% from Jan 1. One large holding (~50% of NW) and the rest is essentially TSX index.
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Old 05-02-2009, 10:56 PM   #15
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But if the Fidelity 401k is 10000000 and DW's is 10000. You are all set!

Damn I love %s !
Agreed. With $10,000,000 in my fidelity 401k, I'd be all set.
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