Your 2013 Investment Return

[ChiliPepr]

26.7% with a mix of 10% cash, 50% equities, 40% in a private global fund

 

[nvestysly]

19.1% with approximately a 90/10 portfolio mix with heavy emphasis on dividends. I'm pleased to see the 19.1% gain even after withdrawals were made.

The 90% equity is 80 domestic/large cap and 10 emerging market.

The 10% short term is mostly cash with a smattering of bond funds.

I guess Fidelity is slow to update their web site. The number I posted above is the return Fidelity calculated for the 12 mo. ending 11/31/2013. The number for 12 mo. ending 12/31/2013 has been posted and is slightly better at just over 22%