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01-01-2011, 12:10 PM
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#21
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 1,015
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Up 13.6%, allocation is 70/30
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01-01-2011, 12:23 PM
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#22
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,037
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According to M* Portfolio tracker, 8.03 % total return 2010 on 40/60 AA (not accounting for some fund exchanges done Dec 6). 
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
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01-01-2011, 12:38 PM
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#23
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Recycles dryer sheets
Join Date: Dec 2005
Posts: 62
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returns
11% in 2010
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Musician and Writer
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01-01-2011, 12:38 PM
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#24
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,296
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Up 8% from last year. AA 35/50/15 Both retired so takin' money out instead of puttin' money in.
__________________
There's no need to complicate, our time is short..
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01-01-2011, 01:12 PM
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#25
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2009
Posts: 6,695
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Similar to freebird and bbbamI, my portfolio is up about 8% and I am in about 65% bonds because I need the income for my ER 2 years ago. My IRA which is majority stocks is up about 10% while my taxable account (mostly bonds) is up about 6%.
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.
"I want my money working for me instead of me working for my money!"
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01-01-2011, 01:17 PM
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#26
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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About 12.8% overall. 55% equities, 35% bonds and 10% cash.
I beat my balanced fund benchmarks for the 3rd year in a row. The AA part of the portfolio did about 13.5% versus 9.4% for the benchmark balanced funds.
Audrey
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Retired since summer 1999.
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01-01-2011, 01:30 PM
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#27
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Full time employment: Posting here.
Join Date: May 2008
Location: Lexington
Posts: 714
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20.5% (100/0). I have some cash, but that is just an emergency fund. Mostly VTSMX with some VISVX. I expect another moderate to good year next year.
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01-01-2011, 01:38 PM
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#28
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Thinks s/he gets paid by the post
Join Date: Oct 2002
Location: Chattanooga
Posts: 3,893
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I should have qualified my original post as to just money I have invested in equities, if I include my fixed income holdings my rate of return would be more in the 8% arena. Sorry bout that.
__________________
Earning money is an action, saving money is a behavior, growing money takes a well diversified portfolio and the discipline to ignore market swings.
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01-01-2011, 01:49 PM
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#29
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,684
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14% 
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01-01-2011, 01:57 PM
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#30
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Full time employment: Posting here.
Join Date: Jan 2008
Posts: 759
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Paltry 3.5% in 401K...i guess too conservative there.
86% in active trading account...would like to repeat that performance.
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01-01-2011, 02:08 PM
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#31
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,708
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9.1% IRR for a 100% individual stock portfolio.
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learn, work, save, invest, fire
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01-01-2011, 02:18 PM
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#32
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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50/50, Vanguard says I have a 10.1% gain. Kept taking equity profits to keep the allocation and paid down the mortgage which went from $190k to $130k
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01-01-2011, 02:26 PM
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#33
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 3,681
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I dipped my toe into my first mutual fund (Vanguard STAR Fund) in April and it immediately dropped and then recovered. It's up 5.5% from where I started.
This is a learning exercise for me. So far I learned -
-Should not check daily.
-Losses make me uncomfortable.
-Gains feel good.
-Dividends are fun!
-I'm still a chicken when it comes to this stuff but I'm learning to trust a little. With small amounts. A little at a time.
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Married, both 69. DH retired June, 2010. I have a pleasant little part time job.
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01-01-2011, 02:36 PM
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#35
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Lots of money floating around here. It makes me wonder... Ah, perish bad thoughts on New Year Day.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-01-2011, 02:42 PM
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#36
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Administrator
Join Date: Apr 2006
Posts: 23,038
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+12.7% with a 65/35 allocation
__________________
Living an analog life in the Digital Age.
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01-01-2011, 02:55 PM
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#37
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Thinks s/he gets paid by the post
Join Date: May 2006
Location: Orlando
Posts: 2,657
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15% (45/55)
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01-01-2011, 03:27 PM
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#38
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Recycles dryer sheets
Join Date: Dec 2007
Posts: 482
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16.86%
90/10 allocation
__________________
Retire date Jan. 10, 2018
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01-01-2011, 03:29 PM
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#39
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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40/60 Mix : 10.07%
U.S Stock (28%) : 4.83%
Intl Stock (12%) : 1.33%
Bond (60%): 3.91%
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-01-2011, 03:40 PM
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#40
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Thinks s/he gets paid by the post
Join Date: Jun 2010
Location: Palma de Mallorca
Posts: 1,419
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Difficult to give an overall figure since I was paying new money in all through the year. However, the weighted average of the stock and bond funds which I was holding at 1/1/2010 is up about 19% - that's about 80% stocks, half in emerging markets. (The other side of my portfolio is a lot more conservative.) Pretty nice to have.
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