|
|
01-02-2020, 06:43 PM
|
#661
|
Moderator
Join Date: Oct 2010
Posts: 10,723
|
Quote:
Originally Posted by NW-Bound
Whoa, it so happens that I just checked the stable value fund in my wife's 401k. Its return in 2019 was 4.7%.
Too bad that this fund is only 11% of what I consider my cash holdings.
|
That's a great return on the SVF. My SVF turned in 3.73% in 2019, and I thought that was pretty good.
|
|
|
|
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
01-02-2020, 07:37 PM
|
#662
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
|
Quote:
Originally Posted by sengsational
That's a great return on the SVF. My SVF turned in 3.73% in 2019, and I thought that was pretty good.
|
My SVF yielded a net 3.83% in 2019.
The yield was changed on 12/31 to a net 3.50%. Still pretty good and represents 48% of my Fixed Income portfolio.
__________________
TGIM
|
|
|
01-02-2020, 09:49 PM
|
#663
|
Full time employment: Posting here.
Join Date: Oct 2007
Posts: 621
|
I am 63
Total Vanguard Return - 18.5 %
Started the year at 50% Stocks & ending at 56%, due to increasing Market returns.
Bank Savings & CDs which are 5% of overall AA managed around 2+% return.
Probable a great year of Investment returns for me
|
|
|
01-03-2020, 05:13 AM
|
#664
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
I did not know that the 4.7% return of the SVF in my wife's 401k is exceptional and not the norm. I usually never paid much attention to it.
I looked back and just saw that the return in 2018 was 5.4%. In 2017, it was 4.5%.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
|
|
|
01-03-2020, 05:42 AM
|
#665
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
|
Quote:
Originally Posted by NW-Bound
I did not know that the 4.7% return of the SVF in my wife's 401k is exceptional and not the norm. I usually never paid much attention to it.
I looked back and just saw that the return in 2018 was 5.4%. In 2017, it was 4.5%.
|
Yes, currently anything over 3% is fairly good and anything over 4% is exceptional.
__________________
TGIM
|
|
|
01-03-2020, 06:46 AM
|
#666
|
Recycles dryer sheets
Join Date: Mar 2010
Location: Just south of Rochester
Posts: 119
|
50/50...….17.4%... A very nice year.
|
|
|
01-03-2020, 08:29 AM
|
#667
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,719
|
Quote:
Originally Posted by target2019
November 2019- +19.27% Total Portfolio Value increase YTD (30-Nov-2019)
- +12.91% Estimated YTD Performance (30-Nov-2019), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
YTD Benchmark for managed 50/50 portfolio:- 50/50 American Funds American Balanced Fund 14.68%
YTD Benchmark for indexed 50/50 portfolio:- Russell 2000 19.87%
- Bloomberg Barclays U.S. Aggregate Bond 7.40%
- 50/50 Benchmark 13.64%
|
December 2019- +28.10% Total Portfolio Value increase YTD (31-Dec-2019)
- +16.83% YTD Performance (31-Dec-2019), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
YTD Benchmark for managed 50/50 portfolio:- 50/50 American Funds American Balanced Fund 19.55%
|
|
|
01-03-2020, 08:46 AM
|
#668
|
gone traveling
Join Date: Jan 2019
Location: NW Ohio
Posts: 1,156
|
PLCGX https://www.morningstar.com/funds/xnas/plcgx/quote I was 100% in this fund for most of the year, but pulled in early September, and back in in October. I should have stayed the course, I only made 30%.
Already up 1.37% this year.
|
|
|
01-03-2020, 12:50 PM
|
#669
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
|
__________________
TGIM
|
|
|
01-03-2020, 02:30 PM
|
#670
|
Recycles dryer sheets
Join Date: Apr 2005
Posts: 415
|
Up 120% last year, up about 5% so far this year.
It makes me feel weird.
__________________
-----------------------------------------------------
Whatever you do will be insignificant, but it is very important that you do it.
|
|
|
01-03-2020, 02:46 PM
|
#671
|
Recycles dryer sheets
Join Date: Jul 2008
Location: .
Posts: 398
|
+16.77
__________________
__________________________________________
"If things go wrong, don't go with them" -Roger Babson
|
|
|
01-04-2020, 08:19 AM
|
#672
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,677
|
Without final quarter reports for 2 private equities (probably close to zero), 15.4% on a 44/56 AA.
__________________
For the fun of it...Keith
|
|
|
2019 YTD Investment Performance Thread
01-05-2020, 04:07 PM
|
#673
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
|
2019 YTD Investment Performance Thread
Following robnplunder’s suggestion to post what investments work/worked for you: the highest-returning fund in my portfolio for 2019 was Vanguard US Growth (VWUAX, 33.51%).
__________________
|
|
|
01-05-2020, 04:55 PM
|
#674
|
Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,539
|
I’ll ‘fess up to what didn’t work. My less than 1% bet on weed stocks. I’m hanging on to them to remind me not to pick individual stocks.
__________________
Wisdom starts with wonder
|
|
|
01-05-2020, 04:59 PM
|
#675
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Quote:
Originally Posted by steelyman
Following robnplunder’s suggestion to post what investments work/worked for you: the highest-returning fund in my portfolio for 2019 was Vanguard US Growth (VWUAX, 33.51%).
|
That is not bad, but I am still not impressed. Not in a year when S&P returns more than 31%.
A growth fund has to be significantly higher. I think the MF manager was too timid. Pedal to the metal if you call yourself a growth fund.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
|
|
|
01-05-2020, 05:06 PM
|
#676
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 13,227
|
I hesitate to name my big gainer, trying to keep it a secret.
OK, it's VTSAX, Vanguard Total Stock Index. 30.8%. The secret is out.
Not too exciting, huh?
|
|
|
2019 YTD Investment Performance Thread
01-05-2020, 05:37 PM
|
#677
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
|
2019 YTD Investment Performance Thread
Quote:
Originally Posted by RunningBum
I hesitate to name my big gainer, trying to keep it a secret.
OK, it's VTSAX, Vanguard Total Stock Index. 30.8%. The secret is out.
Not too exciting, huh?
|
I don’t think it’s a competition, just reporting. Excitement/happiness apart from investment returns is what is fun about retirement!
__________________
|
|
|
01-05-2020, 05:45 PM
|
#678
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 13,227
|
Quote:
Originally Posted by steelyman
I don’t think it’s a competition, just reporting. Excitement/happiness apart from investment returns is what is fun about retirement!
|
Certainly didn't mean it any other way, just making a little joke about having one of the most widely held funds (around here anyway) be my big gainer, and acting like it's a secret.
|
|
|
01-05-2020, 06:32 PM
|
#679
|
Recycles dryer sheets
Join Date: Feb 2015
Posts: 215
|
35.0% portfolio return for 2019.
78/22 Stocks/Bonds overall.
We have a big chunk in Apple, which soared last year.
for comparison:
2017: 20.3%
2018: -7.9%
|
|
|
01-05-2020, 07:33 PM
|
#680
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2007
Location: Independence
Posts: 7,297
|
I just look at overall. For us property increase in value (homes and rental), gold, bank accounts, CDs, contracts, loans, stocks, funds,ETFs, bonds - everything - we are up 10.74% in net worth for the year. Pretty paltry compared to you all. OTOH, that increase is equal to about seven years of expenses for us (not figuring any inflation) and I'm 70 now, so I'm thinking we'll be ok.
__________________
"Be kind whenever possible. It is always possible." Dalai Lama
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
|
Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|