Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
First Quarter, 2007 Investment Returns
Old 04-02-2007, 05:01 PM   #1
Thinks s/he gets paid by the post
 
Join Date: Jun 2005
Posts: 4,005
First Quarter, 2007 Investment Returns

What was the return on your investment portfolio from 1/1/2007 to 3/31/2007?

I'm at 2.1%. That's with a mostly stock portfolio (~90-95%).
__________________

__________________
justin is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 05:05 PM   #2
Thinks s/he gets paid by the post
 
Join Date: Mar 2006
Location: Houston
Posts: 2,155
Re: First Quarter, 2007 Investment Returns

3.0%
__________________

__________________
Sam is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 05:14 PM   #3
Thinks s/he gets paid by the post
 
Join Date: Jan 2004
Posts: 2,049
Re: First Quarter, 2007 Investment Returns

Roth: +4.3%, all equity

Mostly on the back of XLU, a utility ETF.
__________________
eridanus is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 05:26 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
HFWR's Avatar
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 12,964
Re: First Quarter, 2007 Investment Returns

401k up 2.8%
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 05:50 PM   #5
Recycles dryer sheets
Deetso's Avatar
 
Join Date: Dec 2006
Posts: 82
Re: First Quarter, 2007 Investment Returns

Roth- with two mutual funds (one a target date and one an international equity- only slight redundancy) brought me 2.3%.

-------------------------------------------------(Cheating edit)---------------------------------
(if you read below there will be discussion of "cheaters" waiting and counting a few good days- made me curious and now Ive gone and edited my post...)

postdating (as of 4/9/07) just 5 days into the second quarter has added 1.5%! For a YTD of 3.8%!

now i cant help but wonder what sort of horrible irony awaits me for posting such nonsense...



__________________
Deetso is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:34 PM   #6
Confused about dryer sheets
 
Join Date: Mar 2007
Posts: 7
Re: First Quarter, 2007 Investment Returns

1.5%
__________________
babyape is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:43 PM   #7
Full time employment: Posting here.
 
Join Date: Jun 2006
Posts: 718
Re: First Quarter, 2007 Investment Returns

2.6 %
__________________
Mwsinron is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:44 PM   #8
Thinks s/he gets paid by the post
 
Join Date: Apr 2006
Posts: 1,487
Re: First Quarter, 2007 Investment Returns

2.27%; 64.5% equities
__________________
d is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:49 PM   #9
Thinks s/he gets paid by the post
2B's Avatar
 
Join Date: Mar 2006
Location: Houston
Posts: 4,330
Re: First Quarter, 2007 Investment Returns

2.6% -- 95% equities
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
2B is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:54 PM   #10
Recycles dryer sheets
 
Join Date: Apr 2005
Posts: 306
Re: First Quarter, 2007 Investment Returns

3.2%
__________________
-----------------------------------------------------
Whatever you do will be insignificant, but it is very important that you do it.
mickj is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:56 PM   #11
Thinks s/he gets paid by the post
martyb's Avatar
 
Join Date: Nov 2006
Location: Bossier City
Posts: 2,182
Re: First Quarter, 2007 Investment Returns

TSP invested in the L-2030 Lifecycle Fund. Up 2.09.
__________________
“Change is the law of life. And those who look only to the past or present are certain to miss the future.”
-John F. Kennedy

“Hard work never killed anybody, but why take a chance?” - Edgar Bergen
martyb is online now   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 06:58 PM   #12
Thinks s/he gets paid by the post
Spanky's Avatar
 
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,046
Re: First Quarter, 2007 Investment Returns

1.3% (50% equity) - lower than money market.
__________________
May we live in peace and harmony and be free from all human sufferings.
Spanky is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 08:14 PM   #13
Recycles dryer sheets
 
Join Date: May 2006
Posts: 442
Re: First Quarter, 2007 Investment Returns

1.1%
__________________
dmpi is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:12 PM   #14
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,627
Re: First Quarter, 2007 Investment Returns

2.6%, 78% equities
__________________
LOL! is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:18 PM   #15
Dryer sheet wannabe
 
Join Date: Mar 2007
Posts: 20
Re: First Quarter, 2007 Investment Returns

This forum is like Lake Wobegon. Everybody is above average,
__________________
citril is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:19 PM   #16
Full time employment: Posting here.
 
Join Date: Jun 2006
Posts: 718
Re: First Quarter, 2007 Investment Returns

Quote:
Originally Posted by citril
This forum is like Lake Wobegon. Everybody is above average,
What is the average return rate?
__________________
Mwsinron is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:22 PM   #17
Recycles dryer sheets
 
Join Date: Jan 2004
Posts: 147
Re: First Quarter, 2007 Investment Returns

Quote:
Originally Posted by Mwsinron
What is the average return rate?
Somewhere around the middle :-)

__________________
Enjoy your own life without comparing it with that of another. ~ Marquis de Condorcet
fire5soon is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:26 PM   #18
Dryer sheet wannabe
 
Join Date: Mar 2007
Posts: 20
Re: First Quarter, 2007 Investment Returns

Quote:
Originally Posted by Mwsinron
What is the average return rate?
VTSMX was about 1.4%
__________________
citril is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-02-2007, 09:29 PM   #19
Full time employment: Posting here.
 
Join Date: Jun 2006
Posts: 718
Re: First Quarter, 2007 Investment Returns

Quote:
Originally Posted by citril
VTSMX was about 1.4%
I would suspect the majority of people have international exposure.
__________________
Mwsinron is offline   Reply With Quote
Re: First Quarter, 2007 Investment Returns
Old 04-03-2007, 07:51 AM   #20
Thinks s/he gets paid by the post
 
Join Date: Jun 2005
Posts: 4,005
Re: First Quarter, 2007 Investment Returns

International index is up around 4% for Q1 2007. I know I have a large allocation to international.
__________________

__________________
justin is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
500 search phrases for 2006 dory36 Other topics 2 01-16-2007 08:00 AM
2nd Quarter 2006 investment results - Surprising! justin FIRE and Money 10 07-04-2006 08:51 PM
Bad Quarter Eagle43 FIRE and Money 7 04-10-2005 07:23 PM

 

 
All times are GMT -6. The time now is 05:09 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.