YTD return

[xprinter]

My 401k through Fidelity has 7.2% return as of yesterday. Over half is in a closed fund that pays about 5% interest. I think it lends money back to my parent company. The other half is invested in a foreign fund, small cap fund, equity income fund and a large cap fund.
My other investments are with an advisor. I am up about 5% last I looked.

[Dawg54]

The bulk of my investing is with Trowe Price Cap Appre fund and it is up 7.15% as of yesterday. Not too bad considering it's a pretty conservative fund. It contains 60.8% stocks, 23.5% cash, 14.6% convertibles, 1.1% bonds.

I do own a Pimco Commodity fund, 3rd Ave REITS, Fidelity Int'l Discover fund and some cd's and I-Bonds. Not sure what the overall ytd return is as I am too lazy to sort it out.*

[preben]

If we leave trading out of the equation I think the simplest and most fair way to compare results is to simply take the YTD current portfolio holdings (VTI/VGPMX,TIP Etc.) and divide the YTD results (based on weighting in portfolio). At least we get some comparable results and we discuss our CURRENT portfolios rather than some good/bad trades durring the year. The YTD result should be taken from a homepage that include dividends in the YTD result such as morningstar.com.

Cheers!

[justin]

Originally Posted by ben

If we leave trading out of the equation I think the simplest and most fair way to compare results is to simply take the YTD current portfolio holdings (VTI/VGPMX,TIP Etc.) and divide the YTD results (based on weighting in portfolio). At least we get some comparable results and we discuss our CURRENT portfolios rather than some good/bad trades durring the year. The YTD result should be taken from a homepage that include dividends in the YTD result such as morningstar.com.

This will work for most of us. If you are a slicer and dicer, buy and hold, rebalance 1x per year. However, if you are a mutual fund performance chaser, this formula will make you look like a genius (in real life, you don't make money off past returns before you invested in the fund! ).

[Nords]

Originally Posted by ben

If we leave trading out of the equation I think the simplest and most fair way to compare results is to simply

Says the guy to a board whose members can't agree on either:
- a definition of net worth
- what parts of a house make up its square footage.

But it'll certainly fulfill the "discussion" part of the board's mission!