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How did your portfolio do in 2010 ?
Old 01-01-2011, 10:08 AM   #1
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How did your portfolio do in 2010 ?

Got a respectable 17% return, and all in only three index funds to boot.
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Old 01-01-2011, 10:27 AM   #2
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14.9% from my Permanent Portfolio
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Old 01-01-2011, 10:45 AM   #3
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Less than some, better than most ...

Does it really matter? A year is such a short term.

Now if you were to ask me what my/DW returns were since 1990 (a 21 year period), I would have to respond for our respective IRA's, we (disregarding annual contributions) have an average return of +8.90 for me, +8.06 for DW.

Ask any female (or even some guys, like me). A "slow hand" is better than a "fast Eddie" ...

Good enough for us.
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Old 01-01-2011, 10:50 AM   #4
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Up around 11%.
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Old 01-01-2011, 10:53 AM   #5
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Quote:
Originally Posted by frayne View Post
Got a respectable 17% return, and all in only three index funds to boot.
Okay. Which three funds?
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Old 01-01-2011, 11:07 AM   #6
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Okay. Which three funds?
FIDO funds, FSEVX, FSIVX, & FUSVX.
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Old 01-01-2011, 11:19 AM   #7
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19.9% including retirement accounts and a small amount of stock and option trading.

Funds:

FCNTX
FLPSX
PTRAX
VTSMX
JAOSX
VEIEX
VGSLX
VSMAX
PREMX

75/25...Stocks/Bonds
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Old 01-01-2011, 11:26 AM   #8
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12.01%, which is better than I had expected.
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Old 01-01-2011, 11:37 AM   #9
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OK, anyone in a cash position, how did you do?
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Old 01-01-2011, 11:38 AM   #10
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13.2% overall, so not too bad. I'm allocated about 55/30/15, so I should really have done better.
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Old 01-01-2011, 11:42 AM   #11
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Guess I'm the laggard here at 11.9%, with 65/30/5 AA, but I sleep great.
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Old 01-01-2011, 11:46 AM   #12
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14% and I am happy !
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Old 01-01-2011, 12:04 PM   #13
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I'm very happy with 9.6%. AA is 35/50/15


Quote:
Originally Posted by 73ss454 View Post
OK, anyone in a cash position, how did you do?
My cash portion, which includes I-Bonds, CD's and savings accounts, was 3.43%
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Old 01-01-2011, 12:07 PM   #14
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9.4% on a 40/55/5 allocation.
need allocations to get a feel for comparisons.
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Old 01-01-2011, 12:09 PM   #15
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I'm very happy with 9.6%. AA is 35/50/15
I had a similar AA (38/57/5) with a similar return - 10.0%.
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Old 01-01-2011, 12:38 PM   #16
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At the beginning of the year I also created a 50/50 portfolio with the exact funds that I plan to use in retirement in 4 years. I have a graph that shows the performance including the monthly withdrawals I plan to make. This projected retirement portfolio returned 15.5%.
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Old 01-01-2011, 12:50 PM   #17
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I won't reveal my exact XIRR (so I won't be called a liar or a creative accountant). Let's just say that our portfolio has done exceptionally well this year even when including the 50% of our portfolio invested in CDs, cash and bonds.
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Old 01-01-2011, 12:53 PM   #18
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This is just my Vanguard IRA (doesn't include my small 401k, taxable savings and DH's 401k).

Performed at 7.9% for 1 year with AA of 54/45/1. Not as impressive as others on this forum it seems.

The year started with AA closer to 50/50. I'm 53 this month and wondered if I'm being too conservative, but 2007/2008 is still too fresh in my mind.

Wondering if I should shift more from Total Bond Market Index (currently at 29%) to Wellesley (currently at 9.8%)?

BTW....Happy New Year!
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Old 01-01-2011, 12:57 PM   #19
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OK, anyone in a cash position, how did you do?
I was 50% in cash after April...don't know how to calculate IRR but my portfolio is 5% higher than it was at the beginning of 2010, and that's AFTER withdrawing 3.5% for living expenses.
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Old 01-01-2011, 01:09 PM   #20
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My total portfolio is up 14.42% to be exact. Given that I hold about 15% of dead money in I-bonds and money market plus another 10% in bonds, I am happy with the result.

I might also have had a net withdrawal from it, because I might have overspent my part-time income this year, but I don't think it was more than 1.5%.

But all that return is past. I am already looking forward to next year to see how to cash in some of that gain.
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