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Old 01-02-2021, 12:45 PM   #801
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16.7% ended the year at 55/45 AA. We are happy with this.
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Old 01-02-2021, 01:17 PM   #802
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16.7% ended the year at 55/45 AA. We are happy with this.
You should be very happy. That's almost twice the return we saw on 50/50.
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Old 01-02-2021, 01:21 PM   #803
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We did some heavy buying in March.
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Old 01-02-2021, 03:01 PM   #804
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Up 14% overall. Very happy with the gains, of course. Wish I understood it, but it just proves "I don't know nuthin'" and "it's not timing the market, it's time in the market" worked this year; and I'm just holding on for the ride.
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Old 01-02-2021, 07:48 PM   #805
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Up 24% in my 401K. Up 67% in some small individual investments. A good year! I hope for even half that much in the coming year!!
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Old 01-02-2021, 08:08 PM   #806
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I track total NW, not total investment returns as investment are 90% of NW.
2020 was 13.4%
35 yr running CAGR NW is 12.8%
Retired, so no work income.
60/35/5 AA
Bonds are short term investment grade ETF's 50/50 corp / US gov.
Stocks 75% USA 25% Ex-USA
Stocks split 50/50 Growth & Value
Growth vs Value is spilt equally between; small, mid, & large cap.
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Old 01-02-2021, 09:16 PM   #807
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Bizarre!
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Old 01-04-2021, 03:44 PM   #808
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Bizarre!
What do you find Bizarre
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Old 01-04-2021, 03:56 PM   #809
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Join Date: May 2013
Location: ATL --> Flyover Country
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Ended the year up @ 14.4%. This was reduced by some "panic selling" back in March when I thought the bottom would fall out. I got back in a few months later and well...lesson learned. It would have been closer to 22% had I left well enough alone.
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Old 01-06-2021, 08:57 AM   #810
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Up 14.96% on a 50/50 AA. I'm thinking Apple, Google, and Tesla were responsible for a little extra juice.
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Old 01-06-2021, 09:32 AM   #811
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A healthy 22% return based mainly on gold stock ETFs, silver stock ETFs and even the a small allocation to GBTC being the Bitcoin Trust. Cheers!
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Old 01-07-2021, 05:43 AM   #812
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Bump.
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Old 01-07-2021, 09:26 AM   #813
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Bump.
Thank you for the bump!

+9.52% as of Dec 31, 2020. It looks like tons of people here did better than me (most with more equity), but I'm happy with my number. What a rollercoaster ride it was!
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Old 01-07-2021, 10:35 AM   #814
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137% return for 2020, wow i may actually be able to retire someday
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Old 01-09-2021, 06:38 AM   #815
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11.48% return according to FIDO on the 401k rolled to IRA.

3.5% return on the as yet untouched corporate pension.

And despite all of the craziness in the world right now, January is started to look like a pretty good month.

Life is good.
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Old 01-09-2021, 03:35 PM   #816
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Join Date: Mar 2016
Location: Central CA
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Finished up 2020 with a gain of 16.7%
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Old 01-09-2021, 03:44 PM   #817
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16.5% for me. AA bounced around quite a bit during the year, between 40/60 and 60/40. I generally like it right around 50/50 but that was hard to do last year.
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Old 01-10-2021, 01:36 PM   #818
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+21.21% in the 401(k) and +21.5% in the brokerage account.

Not a bad return for the year!
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Old 01-10-2021, 04:37 PM   #819
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Looks like about 10% including taking my RMD from 401(k). Not spectacular, but I'm relatively equity light. YMMV
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Old 01-12-2021, 08:32 AM   #820
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Investment assets up 33% for the year.

Allocation was around 70/30 at the start of the year but increased to 80/20 during the spring and summer as I did a lot of buying as the market tanked. I've since pulled back to 70/30. I also own a good chunk of Netflix which certainly helped juice my returns.
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