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Hum, just checked my YTD return as of 6-30-19
Old 07-12-2018, 12:29 PM   #1
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Hum, just checked my YTD return as of 6-30-19

Plus 7.2%!

This is on my Fidelity managed roll over 401kbalance. Iím shocked. Here I was thinking of dropping them managing it myself and eliminating those fees and just going with splitting it into just two funds...Wellington and Wesley but they are both down 1% ytd.

Frankly Iím surprised!
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Old 07-12-2018, 12:33 PM   #2
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What is it invested in? Just wondering if they made a big bet that went well but could just as easily gone the other way or reverse itself.

IOW, wondering if they were good or if they were lucky.
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Old 07-12-2018, 01:22 PM   #3
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What is it invested in?

IOW, wondering if they were good or if they were lucky.
One of my holdings is FDSVX (Fido Growth Discovery) It's been consistently over 10% for 5, 10 and 15 years, and 12.3 YTD.

My brother has about 70% of his holdings in this fund so he does pretty well YoY (and a 34% gain last year)

I'm getting a little bit better over those years with TRPrice RPMGX (Mid-Cap) but with a 7.2% YTD.

An S&P could get you similar results but with this year lagging somewhat.

Sadly, I'm running just under 2% YTD overall for the year however.
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Old 07-12-2018, 01:29 PM   #4
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Through 6 of 2019? Can you tell me the prices of some of your holdings on 6/30/19? IF you could do that, I will be a very, VERY rich man in less than a year!
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Old 07-12-2018, 01:34 PM   #5
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My stock picker guy is doing a good job too. He's beating FUSVX including fees. He has ever since I've been with him.

You guys keep telling me the AUM FA's aren't worth their salt and I'll keep using them -
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Old 07-12-2018, 01:48 PM   #6
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You guys keep telling me the AUM FA's aren't worth their salt and I'll keep using them -

On average.


Warren Buffett wasn't average. Bernie Maddoff neither
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Old 07-12-2018, 01:50 PM   #7
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What are your expenses, fees?
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Old 07-12-2018, 01:56 PM   #8
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Through 6 of 2019? Can you tell me the prices of some of your holdings on 6/30/19? IF you could do that, I will be a very, VERY rich man in less than a year!


Lol.
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Old 07-12-2018, 02:20 PM   #9
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It has been a stock pickers market this year, not an index year. Even my conservative stuff like Fidelity Puritan is up almost 5% YTD.
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Old 07-12-2018, 02:20 PM   #10
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This looks like it may be heading for an active vs passive debate. Please don't go there. Nobody will win.
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Old 07-12-2018, 02:35 PM   #11
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Oops meant 2018. I have 2019 heavy on my mind as Independence Day 2019 I am declaring my own independence from megacorp
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Old 07-12-2018, 03:14 PM   #12
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This looks like it may be heading for an active vs passive debate. Please don't go there. Nobody will win.
One side will win...this year (who knows if it will be active versus passive)....for every winner, there's a loser.
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Old 07-12-2018, 03:28 PM   #13
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Ok, how about this, all my bonds are up too.
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Old 07-12-2018, 03:37 PM   #14
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Are you SURE it's YTD and not 1 year? My fidelity managed account is up about that much for 1 year. YTD I'm down about 1%.
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Old 07-12-2018, 08:02 PM   #15
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Well, oops....that was 1 year return! YTD including fees is ...........-0.01% return
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Old 07-12-2018, 08:33 PM   #16
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Well, oops....that was 1 year return! YTD including fees is ...........-0.01% return



So it is not so good....


YTD to 6/30 for only Vanguard (take time to get others, but they did better) is 5.76%... to date is over 8%


For 1 year is shows 15.6%....


Now 7.2 does not look so good, nor -.01....
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Old 07-12-2018, 09:24 PM   #17
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Actually better than the Wesley and Wellington. -2.13 and -1.13 which was what I was originally going with.
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Old 07-12-2018, 11:00 PM   #18
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Wesley?
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Old 07-12-2018, 11:07 PM   #19
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Wellesley Spellcheck changed it
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Old 07-13-2018, 02:37 AM   #20
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2017 = +18.49%
1/18-6/30/18 = +7.57%
YTD (7/12/18) = +7.75%
But I went conservative in 2017 moving 10% into CDs & 10% taxfree bonds as I met my target # so anticipate future returns to be lower than past
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