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Old 01-09-2011, 11:27 AM   #161
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Join Date: Jun 2005
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Originally Posted by thinker25 View Post
Personally I use Quicken (used to use MS Money but it went away so I converted the data into Quicken...). It gives good and easy stats.
MSMoney did not go away. Instead it became free and unsupported. It works rather well for all this. I doubt you are getting much support for Quicken from Intuit anyways, so why pay for it?
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Old 01-09-2011, 03:30 PM   #162
Recycles dryer sheets
 
Join Date: Feb 2006
Location: Valencia
Posts: 173
I made no contributions and no withdrawals during 2010

My total gain for my retirement money was 9.9%

I had 42% of my money in stocks which earned a 20% return
I had 33% of my money in a CD earning 6%
I had 25% of my money in cash which effectively earned nothing.

(note: The reason I had so much in "cash" was because I had earned such a good return in 2009 that I wanted to play it safe. This percentage will decline in 2011)
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Old 01-09-2011, 04:15 PM   #163
Confused about dryer sheets
 
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Used my own spreadsheet and formulas and I came up with 13.9%. Still contributing to 401k and IRA at max, so subtracting that I came up with 11.2%... 60E/35B/5C
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Old 01-09-2011, 07:29 PM   #164
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Join Date: May 2010
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12.3% on 60/40 with some major consolidating during the year. I'm fairly happy with that considering where we've been the past few years.
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