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Hum, just checked my YTD return as of 6-30-19
07-12-2018, 12:29 PM
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#1
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Recycles dryer sheets
Join Date: May 2014
Posts: 485
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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. I’m 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 I’m surprised!
__________________
Central Ohio and Ft.Myers, Florida
Retired January 2019, age 63
35/65 AA
0.00 WR
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07-12-2018, 12:33 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,337
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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.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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07-12-2018, 01:22 PM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,407
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 Quote:
Originally Posted by pb4uski
What is it invested in?
IOW, wondering if they were good or if they were lucky.
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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.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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07-12-2018, 01:29 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2013
Location: ATL --> Flyover Country
Posts: 6,649
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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! 
__________________
FIRE'd in 2014 @ 40 Years Old
Professional Retiree
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07-12-2018, 01:34 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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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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07-12-2018, 01:48 PM
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#6
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Thinks s/he gets paid by the post
Join Date: May 2014
Location: Utrecht
Posts: 2,650
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On average.
Warren Buffett wasn't average. Bernie Maddoff neither 
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07-12-2018, 01:50 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Aug 2017
Location: Champaign
Posts: 4,716
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What are your expenses, fees?
__________________
"Do not go where the path may lead, go instead where there is no path and leave a trail."
Ralph Waldo Emerson
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07-12-2018, 01:56 PM
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#8
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Recycles dryer sheets
Join Date: Feb 2018
Posts: 145
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__________________
Person who will often put his foot in his mouth and not realize it.
2020 or bust!
Or
Perhaps 2021...2022...NVM
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07-12-2018, 02:20 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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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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07-12-2018, 02:20 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,684
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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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07-12-2018, 02:35 PM
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#11
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Recycles dryer sheets
Join Date: May 2014
Posts: 485
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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
__________________
Central Ohio and Ft.Myers, Florida
Retired January 2019, age 63
35/65 AA
0.00 WR
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07-12-2018, 03:14 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Dec 2017
Posts: 2,549
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Quote:
Originally Posted by Rustward
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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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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07-12-2018, 03:28 PM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Ok, how about this, all my bonds are up too.
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07-12-2018, 03:37 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Sep 2011
Location: Placerville
Posts: 1,788
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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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07-12-2018, 08:02 PM
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#15
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Recycles dryer sheets
Join Date: May 2014
Posts: 485
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Well, oops....that was 1 year return! YTD including fees is ...........-0.01% return
__________________
Central Ohio and Ft.Myers, Florida
Retired January 2019, age 63
35/65 AA
0.00 WR
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07-12-2018, 08:33 PM
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#16
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,231
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Quote:
Originally Posted by Floridatennisplayer
Well, oops....that was 1 year return! YTD including fees is ...........-0.01% return
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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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07-12-2018, 09:24 PM
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#17
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Recycles dryer sheets
Join Date: May 2014
Posts: 485
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Actually better than the Wesley and Wellington. -2.13 and -1.13 which was what I was originally going with.
__________________
Central Ohio and Ft.Myers, Florida
Retired January 2019, age 63
35/65 AA
0.00 WR
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07-12-2018, 11:00 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,660
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Wesley?
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07-12-2018, 11:07 PM
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#19
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Recycles dryer sheets
Join Date: May 2014
Posts: 485
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Wellesley Spellcheck changed it
__________________
Central Ohio and Ft.Myers, Florida
Retired January 2019, age 63
35/65 AA
0.00 WR
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07-13-2018, 02:37 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: Diablo Valley (SF Bay Area)
Posts: 2,705
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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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