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First Quarter, 2007 Investment Returns
04-02-2007, 04:01 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 4,005
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First Quarter, 2007 Investment Returns
What was the return on your investment portfolio from 1/1/2007 to 3/31/2007?
I'm at 2.1%. That's with a mostly stock portfolio (~90-95%).
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 04:05 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
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Re: First Quarter, 2007 Investment Returns
3.0%
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 04:14 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Jan 2004
Posts: 2,049
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Re: First Quarter, 2007 Investment Returns
Roth: +4.3%, all equity
Mostly on the back of XLU, a utility ETF.
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 04:26 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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Re: First Quarter, 2007 Investment Returns
401k up 2.8%
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 04:50 PM
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#5
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Recycles dryer sheets
Join Date: Dec 2006
Posts: 84
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Re: First Quarter, 2007 Investment Returns
Roth- with two mutual funds (one a target date and one an international equity- only slight redundancy) brought me 2.3%.
-------------------------------------------------(Cheating edit)---------------------------------
(if you read below there will be discussion of "cheaters" waiting and counting a few good days- made me curious and now Ive gone and edited my post...)
postdating (as of 4/9/07) just 5 days into the second quarter has added 1.5%! For a YTD of 3.8%!
now i cant help but wonder what sort of horrible irony awaits me for posting such nonsense...
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:34 PM
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#6
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Confused about dryer sheets
Join Date: Mar 2007
Posts: 7
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Re: First Quarter, 2007 Investment Returns
1.5%
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:43 PM
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#7
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Full time employment: Posting here.
Join Date: Jun 2006
Posts: 718
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Re: First Quarter, 2007 Investment Returns
2.6 %
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:44 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,489
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Re: First Quarter, 2007 Investment Returns
2.27%; 64.5% equities
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:49 PM
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#9
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 4,337
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Re: First Quarter, 2007 Investment Returns
2.6% -- 95% equities
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:54 PM
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#10
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Recycles dryer sheets
Join Date: Apr 2005
Posts: 406
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Re: First Quarter, 2007 Investment Returns
3.2%
__________________
-----------------------------------------------------
Whatever you do will be insignificant, but it is very important that you do it.
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:56 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Location: Bossier City
Posts: 2,183
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Re: First Quarter, 2007 Investment Returns
TSP invested in the L-2030 Lifecycle Fund. Up 2.09.
__________________
“Change is the law of life. And those who look only to the past or present are certain to miss the future.”
-John F. Kennedy
“Hard work never killed anybody, but why take a chance?” - Edgar Bergen
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 05:58 PM
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#12
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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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Re: First Quarter, 2007 Investment Returns
1.3% (50% equity) - lower than money market. 
__________________
May we live in peace and harmony and be free from all human sufferings.
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 07:14 PM
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#13
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Full time employment: Posting here.
Join Date: May 2006
Posts: 763
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Re: First Quarter, 2007 Investment Returns
1.1%
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:12 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: Jun 2005
Posts: 10,252
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Re: First Quarter, 2007 Investment Returns
2.6%, 78% equities
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:18 PM
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#15
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Dryer sheet wannabe
Join Date: Mar 2007
Posts: 20
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Re: First Quarter, 2007 Investment Returns
This forum is like Lake Wobegon. Everybody is above average,
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:19 PM
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#16
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Full time employment: Posting here.
Join Date: Jun 2006
Posts: 718
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Re: First Quarter, 2007 Investment Returns
 Quote:
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Originally Posted by citril
This forum is like Lake Wobegon. Everybody is above average,
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What is the average return rate?
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:22 PM
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#17
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Recycles dryer sheets
Join Date: Jan 2004
Posts: 147
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Re: First Quarter, 2007 Investment Returns
Quote:
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Originally Posted by Mwsinron
What is the average return rate?
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Somewhere around the middle :-)
__________________
Enjoy your own life without comparing it with that of another. ~ Marquis de Condorcet
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:26 PM
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#18
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Dryer sheet wannabe
Join Date: Mar 2007
Posts: 20
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Re: First Quarter, 2007 Investment Returns
Quote:
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Originally Posted by Mwsinron
What is the average return rate?
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VTSMX was about 1.4%
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Re: First Quarter, 2007 Investment Returns
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04-02-2007, 08:29 PM
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#19
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Full time employment: Posting here.
Join Date: Jun 2006
Posts: 718
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Re: First Quarter, 2007 Investment Returns
Quote:
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Originally Posted by citril
VTSMX was about 1.4%
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I would suspect the majority of people have international exposure.
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Re: First Quarter, 2007 Investment Returns
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04-03-2007, 06:51 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 4,005
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Re: First Quarter, 2007 Investment Returns
International index is up around 4% for Q1 2007. I know I have a large allocation to international.
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