401-K Returns To Date!

Tommy_Dolitte · 03-10-2005, 03:43 PM

I'm tracking to a paltry 3.0%! : (

saverspender · 03-10-2005, 04:15 PM

.3%.
I need to do something about this.
:-/

Calgary_Girl · 03-11-2005, 02:54 PM

A low of 1.5% to a high of 13.2%

shado · 03-11-2005, 03:55 PM

I'm running
-.94 - just stopped that one
.74 - just started 6 weeks ago
2.82- all year

preben · 03-12-2005, 10:53 AM

No 401k but can I still play?

YTD 3.5%.

sgeeeee · 03-12-2005, 09:37 PM

I just checked. I'm up 3.22% for the year. That's a pretty good annualized rate. I'm happy.

preben · 03-13-2005, 05:53 AM

SG; yeah with our 3%+ over 2 months or so we should have an 18% return for the year!

Let's pop the champagne now!

MRGALT2U · 03-13-2005, 08:04 AM

I don't have a 401K either, but my total return on net worth in 2005 (retained) is zero, as is the return over the last 12 months. This is because we spend everything that comes in and expect to continue. Of course, the income varies somewhat and prices change, so we
have to tweak spending to keep the NW flat. SWR from my base is therefore irrelevant, since that is zero also. I expect this to continue until my demise.

Sorry if a bit off topic. I love my own stuff

JG

Berkshire_Bull · 03-13-2005, 09:05 AM

I'm up .04% but the S&P is down (.6%) and almost all my money is in stocks, so I'm not too unhappy.

cute fuzzy bunny · 03-13-2005, 10:00 AM

Can I count my 401k-> IRA rollover?

Its up 17.42% to date, and 1 year is up 79.77%.

Whadda ya want, its all REIT, Emerging Market, Healthcare, International Explorer and Small Cap Value.

laurence · 03-13-2005, 10:17 AM

Show off!

malakito · 03-13-2005, 10:37 AM

YTD of -0.16% per Quicken.

malakito

sgeeeee · 03-13-2005, 08:52 PM

Quote:

SG; yeah with our 3%+ over 2 months or so we should have an 18% return for the year! *

Let's pop the champagne now!

Good idea. If we wait, we may miss the opportunity to celebrate.

dm · 03-15-2005, 10:40 AM

My 401k is 100% stocks. Im up .76% YTD. Nothing to brag about. My taxable account is doing OK though. Its still loaded up with oil and tanker stocks.

retire@40 · 03-16-2005, 03:14 PM

My investments are up only 0.63% through Feb 28, but the net worth of my investments has increased by 2.75% ($13,964) which includes additional contributions.

03-16-2005, 03:51 PM

I don't have a 401K anymore, but my portfolio is is up .42% through today. My net worth has increased by .70% ($22,150) which includes additional savings.

Tommy_Dolitte · 03-16-2005, 05:29 PM

Geezus -

Cut-Throat...when did you start planning...income, age, marital status, etc.

You have it MADE! Congrats!

laurence · 03-16-2005, 05:36 PM

Let's see, take number, divide by .007 and we get...

.....a FREAKING CRAPLOAD of MONEY! Nice work CT!

I heard recently that 7% of the population has a net worth over a million, pretty small number, but still more than I thought it would be.

Cal · 03-16-2005, 07:01 PM

CT can clarify, but if I remember right, I think he still has a working spouse.

Quote:

My net worth has increased by .70% ($22,150) which includes additional savings.

I think he is saying that his increase in net worth was not just from his .7% return.

Is that right CT?

preben · 03-17-2005, 08:36 AM

Another millionaire comparison is that there is about 1 millionaire (net worth) per. 1000 people on this planet (0.07% last I calculated it) - so still a very priviledged club! The no. naturally becomes low due to the large populations of poor(er) nations.

The USA no. of 7% is per household and not per person. If all these households gets divorced (and 50% do) or simply had 2 seperate savings accounts and was counted as individuals, then the no. would be lower.

I am happy to be part of the 0.07%! Cheers!

03-10-2005, 03:43 PM	#1
Tommy_Dolitte Recycles dryer sheets Join Date: Jul 2004 Posts: 170	401-K Returns To Date! I'm tracking to a paltry 3.0%! : (

03-10-2005, 04:15 PM	#2
saverspender Confused about dryer sheets Join Date: Mar 2005 Posts: 8	Re: 401-K Returns To Date! * .3%. I need to do something about this. :-/

03-11-2005, 02:54 PM	#3
Calgary_Girl Full time employment: Posting here. Join Date: Jun 2004 Posts: 517	Re: 401-K Returns To Date! * A low of 1.5% to a high of 13.2% __________________ I can only be nice to one person today! Today is not your day...tomorrow doesn't look good either.

03-11-2005, 03:55 PM	#4
shado Confused about dryer sheets Join Date: Mar 2005 Posts: 1	Re: 401-K Returns To Date! * I'm running -.94 - just stopped that one .74 - just started 6 weeks ago 2.82- all year

03-12-2005, 10:53 AM	#5
preben Recycles dryer sheets Join Date: Jul 2002 Posts: 420	Re: 401-K Returns To Date! * No 401k but can I still play? YTD 3.5%.

03-12-2005, 09:37 PM	#6
sgeeeee Thinks s/he gets paid by the post Join Date: Feb 2003 Location: Mesa Posts: 3,588	Re: 401-K Returns To Date! * I just checked. I'm up 3.22% for the year. That's a pretty good annualized rate. I'm happy.

03-13-2005, 05:53 AM	#7
preben Recycles dryer sheets Join Date: Jul 2002 Posts: 420	Re: 401-K Returns To Date! * SG; yeah with our 3%+ over 2 months or so we should have an 18% return for the year! Let's pop the champagne now!

03-13-2005, 08:04 AM	#8
MRGALT2U Thinks s/he gets paid by the post Join Date: Dec 2002 Posts: 3,877	Re: 401-K Returns To Date! * I don't have a 401K either, but my total return on net worth in 2005 (retained) is zero, as is the return over the last 12 months. This is because we spend everything that comes in and expect to continue. Of course, the income varies somewhat and prices change, so we have to tweak spending to keep the NW flat. SWR from my base is therefore irrelevant, since that is zero also. I expect this to continue until my demise. Sorry if a bit off topic. I love my own stuff JG

03-13-2005, 09:05 AM	#9
Berkshire_Bull Recycles dryer sheets Join Date: Sep 2004 Posts: 121	Re: 401-K Returns To Date! * I'm up .04% but the S&P is down (.6%) and almost all my money is in stocks, so I'm not too unhappy.

03-13-2005, 10:00 AM	#10
cute fuzzy bunny Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Dec 2003 Location: Losing my whump Posts: 22,527	Re: 401-K Returns To Date! Can I count my 401k-> IRA rollover? Its up 17.42% to date, and 1 year is up 79.77%. Whadda ya want, its all REIT, Emerging Market, Healthcare, International Explorer and Small Cap Value. __________________ Many an optimist has become rich by buying out a pessimist

03-13-2005, 10:17 AM	#11
laurence Moderator Emeritus Join Date: Feb 2005 Location: San Diego Posts: 4,747	Re: 401-K Returns To Date! Show off!

03-13-2005, 10:37 AM	#12
malakito Recycles dryer sheets Join Date: Jan 2004 Posts: 159	Re: 401-K Returns To Date! * YTD of -0.16% per Quicken. malakito

03-15-2005, 10:40 AM	#14
dm Recycles dryer sheets Join Date: Mar 2005 Posts: 269	Re: 401-K Returns To Date! * My 401k is 100% stocks. Im up .76% YTD. Nothing to brag about. My taxable account is doing OK though. Its still loaded up with oil and tanker stocks.

03-16-2005, 03:14 PM	#15
retire@40 Thinks s/he gets paid by the post Join Date: Feb 2004 Posts: 2,578	Re: 401-K Returns To Date! * My investments are up only 0.63% through Feb 28, but the net worth of my investments has increased by 2.75% ($13,964) which includes additional contributions. __________________ No man is free who is not master of himself. --- Epictetus Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo

03-16-2005, 03:51 PM	#16
Cut-Throat Guest Posts: n/a	Re: 401-K Returns To Date! * I don't have a 401K anymore, but my portfolio is is up .42% through today. My net worth has increased by .70% ($22,150) which includes additional savings.

03-16-2005, 05:29 PM	#17
Tommy_Dolitte Recycles dryer sheets Join Date: Jul 2004 Posts: 170	Re: 401-K Returns To Date! * Geezus - Cut-Throat...when did you start planning...income, age, marital status, etc. You have it MADE! Congrats!

03-16-2005, 05:36 PM	#18
laurence Moderator Emeritus Join Date: Feb 2005 Location: San Diego Posts: 4,747	Re: 401-K Returns To Date! Let's see, take number, divide by .007 and we get... .....a FREAKING CRAPLOAD of MONEY! Nice work CT! I heard recently that 7% of the population has a net worth over a million, pretty small number, but still more than I thought it would be.

03-17-2005, 08:36 AM	#20
preben Recycles dryer sheets Join Date: Jul 2002 Posts: 420	Re: 401-K Returns To Date! * Another millionaire comparison is that there is about 1 millionaire (net worth) per. 1000 people on this planet (0.07% last I calculated it) - so still a very priviledged club! The no. naturally becomes low due to the large populations of poor(er) nations. The USA no. of 7% is per household and not per person. If all these households gets divorced (and 50% do) or simply had 2 seperate savings accounts and was counted as individuals, then the no. would be lower. I am happy to be part of the 0.07%! Cheers!

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)

Thread Tools	Search this Thread
Show Printable Version Email this Page	Search this Thread: Advanced Search
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
how are returns computed?	zakenjanei	FIRE and Money	6	02-26-2005 02:24 PM
Annualized Returns	JWR1945	FIRE and Money	3	07-25-2004 10:26 AM
FIRECALC: What data are used for equity returns?	fredmertz10	FIRE and Money	8	03-29-2004 08:19 AM
Interesting study on P/E ratios & expected returns	Cb	Other topics	2	06-30-2002 10:48 PM