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2012 returns of your investments
12-31-2012, 06:19 PM
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#1
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Full time employment: Posting here.
Join Date: Dec 2010
Posts: 576
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2012 returns of your investments
Doing the year end analysis because it is 12/31/2012
Performance of Benchmarks in 2012
DJIA 7.3%
S&P 500 13.4%
NASDAQ 15.9%
FTSE 100 5.84%
Barclays bonds 5.66%
How did your investment do against the indices? What is your return for 2012? I am aggressive in allocation, this year I am quite happy to note a return of about 12.6%
And I am surprised that for this year, my Fidelity funds had done better than my Vanguard funds. And my Vanguard funds beat the 2 funds I have at T Rowe Price. But my own individual dividend yielding portfolio did significantly worse than mutual funds. Maybe I should just leave them to the professionals.
May you all have a happy, prosperous and healthy New Year.
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12-31-2012, 07:12 PM
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#2
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Recycles dryer sheets
Join Date: Nov 2003
Location: Charlotte
Posts: 360
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Just finished computing and very happy with 11.3% on a 50/50 portfolio.
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12-31-2012, 07:15 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,007
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Have a few more dividends to be reported, but it looks like at least 13% on a 53/47 portfolio.
Very pleased with 2012. I can handle a few yucky years like 2011 if I get a few 2012s sprinkled in now and then.
__________________
Retired since summer 1999.
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12-31-2012, 07:19 PM
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#4
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Moderator Emeritus
Join Date: May 2007
Posts: 12,894
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+19.3%. DW's company stock had another stellar year.
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12-31-2012, 07:29 PM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,007
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The S&P500 benchmark should be up over 15% for 2012. It has a dividend yield of around 2%. 13.4% is just the number change and doesn't include the earned dividends.
__________________
Retired since summer 1999.
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12-31-2012, 07:36 PM
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#6
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Full time employment: Posting here.
Join Date: Dec 2010
Posts: 576
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Quote:
Originally Posted by FIREd
+19.3%. DW's company stock had another stellar year.
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Extra bubbly to celebrate?
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12-31-2012, 07:48 PM
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#7
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Moderator Emeritus
Join Date: May 2007
Posts: 12,894
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Quote:
Originally Posted by bondi688
Extra bubbly to celebrate?
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Definitely!
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12-31-2012, 08:01 PM
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#8
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Recycles dryer sheets
Join Date: Dec 2012
Posts: 113
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Some nice returns! My 401k says YTD is 13.53%, and IRA is 12.6%. No complaints.
Happy New Year!
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12-31-2012, 08:23 PM
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#9
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2006
Posts: 7,733
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Quote:
Originally Posted by audreyh1
The S&P500 benchmark should be up over 15% for 2012. It has a dividend yield of around 2%. 13.4% is just the number change and doesn't include the earned dividends.
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Morningstar has the total return of SPY (NAV) at 14.80% for the year. For BND (Vanguard total bond market) YTD return of 4.27% (NAV) and VEU (total international stock market) of 13.60%
My IRA portfolio with an AA of 77/14/9 (cash) was up 14.3%.
Figuring out my taxable returns are more complicated since there are withdrawal investments in real estate etc.
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12-31-2012, 08:48 PM
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#10
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Thinks s/he gets paid by the post
Join Date: May 2011
Location: South Eastern USA
Posts: 1,068
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12.9% in my 401k, AA approx 60/40
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12-31-2012, 09:26 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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YTD for S&P 500 is 16.10%.
Our portfolio is 10.99% YTD.
__________________
May we live in peace and harmony and be free from all human sufferings.
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12-31-2012, 09:37 PM
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#12
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Recycles dryer sheets
Join Date: Nov 2011
Location: Sonoma County, CA
Posts: 67
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+11.6% in a 50/50 portfolio. No complaints whatsoever.
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12-31-2012, 10:18 PM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,067
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Low man so far at +9.2%, but not bad with a fairly conservative 30/70 AA. Think I will have another med.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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12-31-2012, 10:36 PM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,588
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11.9% total return and happy with it. ~100% equities, ~50/50 US/intl
__________________
I have outlived most of the people I don't like and I am working on the rest.
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12-31-2012, 10:42 PM
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#15
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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11.6%
53/47 equities/fixed
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12-31-2012, 11:22 PM
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#16
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Confused about dryer sheets
Join Date: Dec 2012
Location: Arizona
Posts: 2
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Looks like 13.2% before any dividends which I am pleased with. My asset allocation was 60% stocks / 40% bonds. I changed jobs in early 2012 and did a 401K rollover. I was in Vanguard ETF's through another brokerage account and had to sell before completing the 401K transfer to Vanguard. I was very lucky the market immediately declined after I sold the investments. I re-purchased the same ETF's (at a lower price) a few weeks later. It could have very easily went the other way. I wanted to do the transfer "in kind" but it was not allowed.
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12-31-2012, 11:56 PM
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#17
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Thinks s/he gets paid by the post
Join Date: Oct 2012
Location: Reno
Posts: 1,331
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Up 10.7% on a 50-30-20 portfolio. Very satisfied.
I'm rebalancing over the next few weeks and am aiming to put 1/3 of the cash to work over the next month or two, probably in Europe, international stock/bonds, and floating rate funds.
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12-31-2012, 11:59 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Jul 2003
Location: Pasadena CA
Posts: 3,340
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11.7% , 7 cash, 39 FI, 54 equities, fine by me.
__________________
T.S. Eliot:
Old men ought to be explorers
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01-01-2013, 05:59 AM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2005
Posts: 6,115
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10.5% all bond funds and income funds.
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01-01-2013, 06:14 AM
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#20
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Recycles dryer sheets
Join Date: Oct 2011
Location: Upstate Ruralia
Posts: 356
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UP 12.4%....last day of work Jan 4, 2013....I hope 2013 and forward does this well!!!!
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