How did your portfolio do in 2010 ?

[frayne]

Got a respectable 17% return, and all in only three index funds to boot.

 

[hogtied]

14.9% from my Permanent Portfolio

 

[rescueme]

Less than some, better than most ...

Does it really matter? A year is such a short term.

Now if you were to ask me what my/DW returns were since 1990 (a 21 year period), I would have to respond for our respective IRA's, we (disregarding annual contributions) have an average return of +8.90 for me, +8.06 for DW.

Ask any female (or even some guys, like me). A "slow hand" is better than a "fast Eddie" ...

Good enough for us.

 

[HFWR]

Up around 11%.

 

[RonBoyd]

Got a respectable 17% return, and all in only three index funds to boot.

Okay. Which three funds?

 

[frayne]

Okay. Which three funds?

FIDO funds, FSEVX, FSIVX, & FUSVX.

 

[utrecht]

19.9% including retirement accounts and a small amount of stock and option trading.

Funds:

FCNTX
FLPSX
PTRAX
VTSMX
JAOSX
VEIEX
VGSLX
VSMAX
PREMX

75/25...Stocks/Bonds

 

[JBmadera]

12.01%, which is better than I had expected.

 

[73ss454]

OK, anyone in a cash position, how did you do?

 

[braumeister]

13.2% overall, so not too bad. I'm allocated about 55/30/15, so I should really have done better.

 

[Midpack]

Guess I'm the laggard here at 11.9%, with 65/30/5 AA, but I sleep great.

 

[Moemg]

14% and I am happy !

 

[Alan]

I'm very happy with 9.6%. AA is 35/50/15

OK, anyone in a cash position, how did you do?

My cash portion, which includes I-Bonds, CD's and savings accounts, was 3.43%

 

[WilliamG]

9.4% on a 40/55/5 allocation.
need allocations to get a feel for comparisons.

 

[REWahoo]

I'm very happy with 9.6%. AA is 35/50/15

I had a similar AA (38/57/5) with a similar return - 10.0%.

 

[utrecht]

At the beginning of the year I also created a 50/50 portfolio with the exact funds that I plan to use in retirement in 4 years. I have a graph that shows the performance including the monthly withdrawals I plan to make. This projected retirement portfolio returned 15.5%.

 

[FIREd]

I won't reveal my exact XIRR (so I won't be called a liar or a creative accountant). Let's just say that our portfolio has done exceptionally well this year even when including the 50% of our portfolio invested in CDs, cash and bonds.

 

[Dog]

This is just my Vanguard IRA (doesn't include my small 401k, taxable savings and DH's 401k).

Performed at 7.9% for 1 year with AA of 54/45/1. Not as impressive as others on this forum it seems.

The year started with AA closer to 50/50. I'm 53 this month and wondered if I'm being too conservative, but 2007/2008 is still too fresh in my mind.

Wondering if I should shift more from Total Bond Market Index (currently at 29%) to Wellesley (currently at 9.8%)?

BTW....Happy New Year!

 

[Red_y]

OK, anyone in a cash position, how did you do?

I was 50% in cash after April...don't know how to calculate IRR but my portfolio is 5% higher than it was at the beginning of 2010, and that's AFTER withdrawing 3.5% for living expenses.

 

[NW-Bound]

My total portfolio is up 14.42% to be exact. Given that I hold about 15% of dead money in I-bonds and money market plus another 10% in bonds, I am happy with the result.

I might also have had a net withdrawal from it, because I might have overspent my part-time income this year, but I don't think it was more than 1.5%.

But all that return is past. I am already looking forward to next year to see how to cash in some of that gain.

 

[Achiever51]

Up 13.6%, allocation is 70/30

 

[freebird5825]

According to M* Portfolio tracker, 8.03 % total return 2010 on 40/60 AA (not accounting for some fund exchanges done Dec 6).

 

[piano88]

returns

11% in 2010

 

[bbbamI]

Up 8% from last year. AA 35/50/15 Both retired so takin' money out instead of puttin' money in.

 

[scrabbler1]

Similar to freebird and bbbamI, my portfolio is up about 8% and I am in about 65% bonds because I need the income for my ER 2 years ago. My IRA which is majority stocks is up about 10% while my taxable account (mostly bonds) is up about 6%.