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Your 2013 Investment Return
Old 12-31-2013, 02:02 PM   #1
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Your 2013 Investment Return

The stock market has a great run in 2013, with DJIA returned over 26% and the S&P 500 returned over 29%. How did you do this year? Mine did not come close to just putting everything in the bench marks because the fixed income portion pulled the returns down, but at around 18% in 2013, I'll take it any day. While no one can expect as lucrative a return year after year, I wish everyone another happy, safe and prosperous New Year.
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Old 12-31-2013, 02:20 PM   #2
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Came in around 12%.. My AA for 2013 was 50/20/30... Will doing DCA to get to desired AA to 65/20/15 in 2014. I'm hoping for some corrections in 2014 for buying opportunities ....
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Old 12-31-2013, 02:31 PM   #3
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I'm very very happy with our return of 11.5%. Our AA is 45/55
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Old 12-31-2013, 02:32 PM   #4
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My 401(k) did 23%. DH's only gave us 11% with the limited investment options he has. He's retired, so we could roll it over somewhere else, but I sure do like the ERISA protection one gets with a 401(k) in the event of a lawsuit.
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Old 12-31-2013, 02:33 PM   #5
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Quite a bit more than I had last year this time, which gives me a good cushion over my FI number. The percentage is not relevant to me at this stage
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Old 12-31-2013, 02:53 PM   #6
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23.4% total return. Yippee!! Only spent divs of about 3.9% 100% Cdn equities. Last year about 14% certainly due for a drop or at least flattening out.
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Old 12-31-2013, 03:24 PM   #7
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19.5%
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Old 12-31-2013, 04:05 PM   #8
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41.1% for us. Big boost from biotech this year.

We had a roughly 50/50 portfolio but pretty much barbell-shaped for most of the year. Heavy tilt to a high beta, small cap biotech stock on the equity side, and loads of CDs, i-bonds and cash on the fixed income side.

Return by asset class:
Cash 0%
CDs +4%
i-bonds +2%
Intermediate bonds -2%
Large value US equities +27%
Large int'l equities (including emerging markets) +14%
Biotech stock +89%
Precious metals -27% (ha-hum, but I only have a smidgen)
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Old 12-31-2013, 04:27 PM   #9
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Looks like around 16.6% on a 53/47 equity/FI portfolio. I'll know better in a few days - still have some end of year distributions coming in.
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Old 12-31-2013, 04:28 PM   #10
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Quote:
Originally Posted by bondi688 View Post
The stock market has a great run in 2013, with DJIA returned over 26% and the S&P 500 returned over 29%. How did you do this year? Mine did not come close to just putting everything in the bench marks because the fixed income portion pulled the returns down, but at around 18% in 2013, I'll take it any day. While no one can expect as lucrative a return year after year, I wish everyone another happy, safe and prosperous New Year.
The S&P500 has returned 31.85% as of yesterday so it probably beat 32%. You have to include the dividends and look at total return.

Looks like its going to be a 32.39% total return for the S&P500 for 2013!
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Old 12-31-2013, 05:06 PM   #11
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16.76% with a 55/45 allocation. I'm very content with it.
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Old 12-31-2013, 05:09 PM   #12
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What? Nobody was invested in intermediate-term bonds and emerging markets this year? The bond index was down about 2% and the emerging markets index was down more than 5%.
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Old 12-31-2013, 05:13 PM   #13
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What? Nobody was invested in intermediate-term bonds and emerging markets this year? The bond index was down about 2% and the emerging markets index was down more than 5%.
Sure I was - but only 37% in intermediate bond funds and those broke even for the year.
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Old 12-31-2013, 05:14 PM   #14
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20.1% on a 65/35 allocation
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Old 12-31-2013, 05:37 PM   #15
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19.1% according to Vanguard. Reduced a bit by the small amount I had in my savings account at the bank and my 2% return on my small HSA, but it still probably rounds up or down to 19%. 63/37 AA.
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Old 12-31-2013, 06:23 PM   #16
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My total return from everything in 2013 was about 19.5%

My best return was in my trading account where I had a 41.5% gain even though I kept half of that account in cash for most of the year waiting for a big drop that never happened.

Worst account was a Roth in EM
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Old 12-31-2013, 06:25 PM   #17
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+ 19.75 63/30/7
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Old 12-31-2013, 06:46 PM   #18
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Net nominal annual return 2013 = 13.3%. CAGR = 8.6% with GSD = 18.7% over the last 8 years.
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Old 12-31-2013, 07:14 PM   #19
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15% on a 50/50 AA. Pretty satisfied
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Old 12-31-2013, 07:14 PM   #20
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You guys are awesome. I just don't have an appetite for a hefty equity allocation.

Not sure what my return is as there is a several day delay in the calculation at Fidelity at month end and I am too lazy to recap it all. I do know it will be in the single digits with a 30/70 AA.
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