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Old 01-01-2011, 01:10 PM   #21
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Up 13.6%, allocation is 70/30
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Old 01-01-2011, 01:23 PM   #22
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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).
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returns
Old 01-01-2011, 01:38 PM   #23
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returns

11% in 2010
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Old 01-01-2011, 01:38 PM   #24
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Up 8% from last year. AA 35/50/15 Both retired so takin' money out instead of puttin' money in.
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Old 01-01-2011, 02:12 PM   #25
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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%.
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Old 01-01-2011, 02:17 PM   #26
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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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Old 01-01-2011, 02:30 PM   #27
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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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Old 01-01-2011, 02:38 PM   #28
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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.
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Old 01-01-2011, 02:49 PM   #29
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14%
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Old 01-01-2011, 02:57 PM   #30
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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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Old 01-01-2011, 03:08 PM   #31
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9.1% IRR for a 100% individual stock portfolio.
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Old 01-01-2011, 03:18 PM   #32
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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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Old 01-01-2011, 03:26 PM   #33
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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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Old 01-01-2011, 03:28 PM   #34
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+ 16% for the Permanent Portfolio. An exceptional year for what ESR Bob calls a "bunker" allocation.

Permanent Portfolio 2010 Results | Crawling Road
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Old 01-01-2011, 03:36 PM   #35
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Lots of money floating around here. It makes me wonder... Ah, perish bad thoughts on New Year Day.
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Old 01-01-2011, 03:42 PM   #36
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+12.7% with a 65/35 allocation
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Old 01-01-2011, 03:55 PM   #37
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15% (45/55)
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Old 01-01-2011, 04:27 PM   #38
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16.86%
90/10 allocation
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Old 01-01-2011, 04:29 PM   #39
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40/60 Mix : 10.07%
U.S Stock (28%) : 4.83%
Intl Stock (12%) : 1.33%
Bond (60%): 3.91%
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Old 01-01-2011, 04:40 PM   #40
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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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