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Re: YTD
Old 01-02-2007, 03:51 PM   #41
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Re: YTD

2006, the year i inherited. my ytd incalculable & my loss immeasurable.
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Re: YTD
Old 01-02-2007, 06:45 PM   #42
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Re: YTD

Just checked 17.5% on portfolio of 15% bonds ,85%stocks .Energy and Reit funds were the big winners.
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Re: YTD
Old 01-02-2007, 07:07 PM   #43
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Re: YTD

16.4%
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Re: YTD
Old 01-02-2007, 10:19 PM   #44
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Re: YTD

15.9% for my Roth IRA, solely VTSMX (Vanguard Total Stock Mkt Index) vs. 15.51% as reported as YTD for VTSMX on Vanguard's site. Should've eaten the minimum balance fees and switched to 50/50 TSM/Int'l. Hindsight is always 20/20.

/begin sarcasm.

Apparently my market timing paid off immensely by DCAing at the beginning of each month. Subscription newsletter to follow.

/end sarcasm.

Haven't seen the numbers from pension/pre-tax investments yet.

-CC
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Re: YTD
Old 01-03-2007, 12:26 AM   #45
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Re: YTD

Quote:
Originally Posted by brewer12345
. . . So we might as well compare penises.
Compare them to what?

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Re: YTD
Old 01-03-2007, 09:28 AM   #46
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Re: YTD

13% on portfolio of approx 57% equities, remainder bonds and cash

Audrey
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Re: YTD
Old 01-03-2007, 03:44 PM   #47
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Re: YTD

6% ... stocks did good ; RE not so good
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Re: YTD
Old 01-03-2007, 03:51 PM   #48
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Re: YTD

12.29% total return in 2006 with the following breakdown:

21% Cash
23% Bonds
22% Large-cap stocks
14% International stocks
20% Small/Mid-cap stocks

All funds for Bonds/Stocks (no indivudial holdings).

- Ron
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Re: YTD
Old 01-03-2007, 05:07 PM   #49
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Re: YTD

As usual, whatever VFINX/VTSMX did.

2Cor521.
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Re: YTD
Old 01-03-2007, 06:25 PM   #50
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Re: YTD

15.12%.
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Re: YTD
Old 01-04-2007, 11:35 PM   #51
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Re: YTD

13.8 % with less than .73 beta (S&P500) 8)

Thank you Vanguard!
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Re: YTD
Old 01-05-2007, 05:22 AM   #52
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Re: YTD

17.85% Allocating more to international and emerging market stocks, mutual funds, and ETFs helped my YTD return in 2006. Not as optimistic for 2007 but will stay the course.
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Re: YTD
Old 01-05-2007, 01:30 PM   #53
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Re: YTD

Quote:
Originally Posted by saluki9
Well Brewer.... There are a good number of women here and I'm sure they would like to know. Don't leave them hanging waiting

Need to know based on probabilty of opportunity to indulge in playtime!
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Re: YTD
Old 01-05-2007, 08:03 PM   #54
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Re: YTD

13.9% 80/20 Equity/FI

Bought a couple of small biotechs that pulled down the return as well as some canadian O&G trusts.

2soon
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Re: YTD
Old 01-10-2007, 04:48 PM   #55
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Re: YTD

Just figured it up, never calculated it before. It's obvious I'm new to this investing stuff . Earnings for my 401k in 2006 were 14.58%. For the first 3 quarters I was moving around a little into different stock & bond configurations, and did ok, with the exception of a very small loss in the 2nd quarter (-$134.19). For the 4th quarter, I went 100% into a Lifecycle fund based on a yr. 2030 retirement (I'm retiring in 01/2013). So...I guess it all worked out ok. Even a blind hog can find an acorn, so they say!
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Re: YTD
Old 01-10-2007, 05:52 PM   #56
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Re: YTD

Quote:
Originally Posted by brewer12345
My penis size is...
Is that the exact length? Three dots?


15.3% for 2006
12.8% annualized last 3 years
11.2% annualized last 5 years

Considering that up until a couple of years ago most of my money was in Wellesley, not too shabby.
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Re: YTD
Old 01-10-2007, 06:37 PM   #57
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Re: YTD

Font size matters.
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Re: YTD
Old 01-10-2007, 06:41 PM   #58
 
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Re: YTD

Whenever I see threads like this I come to the conclusion that 90% of people have no idea how to compute annual return rates. I see a lot of double digit returns for a 60/40 stock portfolio
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Re: YTD
Old 01-10-2007, 06:48 PM   #59
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Re: YTD

Quote:
Originally Posted by TromboneAl
Font size matters.
Even the 32" screen isnt creating an impressive result...
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Re: YTD
Old 01-10-2007, 07:02 PM   #60
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Re: YTD

Quote:
Originally Posted by Cut-Throat
Whenever I see threads like this I come to the conclusion that 90% of people have no idea how to compute annual return rates. I see a lot of double digit returns for a 60/40 stock portfolio
Why? The Vanguard S&P 500 Index Fund had a total return of 15.6% and the Total Bond Market Index Fund 4.2%.

0.6 x 15.6% + 0.4 x 4.2% = 11%
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