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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 08:09 AM   #21
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Re: First Quarter, 2007 Investment Returns

2.69%, thanks mostly to Dodge & Cox International.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 08:51 AM   #22
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Re: First Quarter, 2007 Investment Returns

About 2%.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 10:07 AM   #23
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Re: First Quarter, 2007 Investment Returns

3%, thanks to a nice boost from TIAA Real Estate.

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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 10:17 AM   #24
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Re: First Quarter, 2007 Investment Returns

I'm up about 2.8% for the first quarter. I'm not complaining, especially after that little hiccup we had back in late Feb!
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 02:52 PM   #25
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Re: First Quarter, 2007 Investment Returns

Don't know. Only check returns yearly when I draw out the funds needed and rebalance.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 02:59 PM   #26
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Re: First Quarter, 2007 Investment Returns

Down apprx 2.2%.

Concentrated portfolio, 98% equities.

Bought one stock too early but returns for my portfolio can change quickly.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 04:17 PM   #27
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Re: First Quarter, 2007 Investment Returns

Up 2.38 % so far with a 60/40 portfolio. Hope it continues.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 04:51 PM   #28
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Re: First Quarter, 2007 Investment Returns

Mine is 2.50% without checking my 401... think I did a bit better in it..

OK.. checked the 401... it was 3.65% for a combined 2.8% for the qtr..


And.... another modify... add about .9 to 1% for today!!
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 11:26 PM   #29
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Re: First Quarter, 2007 Investment Returns

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Up 2.38 % so far with a 60/40 portfolio. Hope it continues.
Ditto. Equity portion is highly concentrated in international arena.
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Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 11:52 PM   #30
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Re: First Quarter, 2007 Investment Returns

4.46% as of today (April 4).
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Re: First Quarter, 2007 Investment Returns
Old 04-04-2007, 08:16 AM   #31
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Re: First Quarter, 2007 Investment Returns

You guys that waited till after two pretty good market days are CHEATING!!!
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 09:41 AM   #32
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Re: First Quarter, 2007 Investment Returns

Vanguard won't let me rewind 4 days. Sorry.
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 10:21 AM   #33
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Re: First Quarter, 2007 Investment Returns

1.65%
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 10:31 AM   #34
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Re: First Quarter, 2007 Investment Returns

I actually don't know how to tell Vanguard's website isn't as useful, IMO, as the fidelity one for showing IRR over various timespans. And since almost all my money is in Vanguard, I can't compute this without another program. Or do you guys have some trick?

I tried to use MS Money a couple years ago, but honestly, it's a bit overwhelming to get all your data in there. I suppose I should be embarrassed by that statement since I am a software developer by trade
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 10:39 AM   #35
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Re: First Quarter, 2007 Investment Returns

About 3% for me.
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 10:58 AM   #36
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Re: First Quarter, 2007 Investment Returns

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Originally Posted by NinjaPigeon
I actually don't know how to tell Vanguard's website isn't as useful, IMO, as the fidelity one for showing IRR over various timespans. And since almost all my money is in Vanguard, I can't compute this without another program. Or do you guys have some trick?

I tried to use MS Money a couple years ago, but honestly, it's a bit overwhelming to get all your data in there. I suppose I should be embarrassed by that statement since I am a software developer by trade

I don't do it, but you can download all of your info from almost any of the investment sites... no data entry required!!

Vanguard does have a page that shows your return for the past 12 months, 3 years and 5 years... you can pick and choose taxable or retirement and then individual funds... there is a graph and all... for someone who wants to calculate the qtr, just look at your qtr ending balance and compare to the prior year end balance taking into account cash in or out..
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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 11:36 AM   #37
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Re: First Quarter, 2007 Investment Returns

Well, 1/1 through 3/31/07 it was 2.3% for me. On a 57% equities portfolio.

But after another happy market week it's up 3.3% YTD already! (just so that I can join in those "cheaters" who waited for a few good market days before reporting).

I use the ROI computation Quicken. It does a great job - backing out money added during the time period and giving you credit for withdrawals during the time period.

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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 11:38 AM   #38
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Re: First Quarter, 2007 Investment Returns

Quote:
Originally Posted by citril
VTSMX was about 1.4%
If VTSMX is dominated by large cap, which I suspect it is, large cap funds were the serious laggards during Q1 2007. Other equity classes did much better.

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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 11:43 AM   #39
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Re: First Quarter, 2007 Investment Returns

1.98% all in my 403b...

edit: 1.98 was thru 3/31

ytd 3.74!



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Re: First Quarter, 2007 Investment Returns
Old 04-06-2007, 08:09 PM   #40
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Re: First Quarter, 2007 Investment Returns

I think my spreadsheet is stretched beyond its abilities! I went ahead and downloaded the trial version of MS Money. After several hours of inputting data from my various accounts, it comes up with a 2.3% investment return for Q1 2007. I am about 99% equities.
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