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Your 2013 Investment Return
12-31-2013, 02:02 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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Your 2013 Investment Return
The stock market has a great run in 2013, with DJIA returned over 26% and the S&P 500 returned over 29%. How did you do this year? Mine did not come close to just putting everything in the bench marks because the fixed income portion pulled the returns down, but at around 18% in 2013, I'll take it any day. While no one can expect as lucrative a return year after year, I wish everyone another happy, safe and prosperous New Year.
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12-31-2013, 02:20 PM
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#2
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Recycles dryer sheets
Join Date: Aug 2013
Posts: 275
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Came in around 12%.. My AA for 2013 was 50/20/30... Will doing DCA to get to desired AA to 65/20/15 in 2014. I'm hoping for some corrections in 2014 for buying opportunities  ....
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12-31-2013, 02:31 PM
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#3
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Recycles dryer sheets
Join Date: Mar 2012
Posts: 125
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I'm very very happy with our return of 11.5%. Our AA is 45/55
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12-31-2013, 02:32 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Aug 2012
Posts: 1,862
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My 401(k) did 23%. DH's only gave us 11% with the limited investment options he has. He's retired, so we could roll it over somewhere else, but I sure do like the ERISA protection one gets with a 401(k) in the event of a lawsuit.
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12-31-2013, 02:33 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,985
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Quite a bit more than I had last year this time, which gives me a good cushion over my FI number. The percentage is not relevant to me at this stage
__________________
Took SS at 62 and hope I live long enough to regret the decision.
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12-31-2013, 02:53 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,393
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23.4% total return. Yippee!! Only spent divs of about 3.9% 100% Cdn equities. Last year about 14% certainly due for a drop or at least flattening out.
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12-31-2013, 03:24 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 2,288
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19.5%
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12-31-2013, 04:05 PM
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#8
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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41.1% for us. Big boost from biotech this year.
We had a roughly 50/50 portfolio but pretty much barbell-shaped for most of the year. Heavy tilt to a high beta, small cap biotech stock on the equity side, and loads of CDs, i-bonds and cash on the fixed income side.
Return by asset class:
Cash 0%
CDs +4%
i-bonds +2%
Intermediate bonds -2%
Large value US equities +27%
Large int'l equities (including emerging markets) +14%
Biotech stock +89%
Precious metals -27% (ha-hum, but I only have a smidgen)
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12-31-2013, 04:27 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: Jan 2006
Location: Rio Grande Valley
Posts: 38,154
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Looks like around 16.6% on a 53/47 equity/FI portfolio. I'll know better in a few days - still have some end of year distributions coming in.
__________________
Retired since summer 1999.
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12-31-2013, 04:28 PM
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#10
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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: 38,154
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 Quote:
Originally Posted by bondi688
The stock market has a great run in 2013, with DJIA returned over 26% and the S&P 500 returned over 29%. How did you do this year? Mine did not come close to just putting everything in the bench marks because the fixed income portion pulled the returns down, but at around 18% in 2013, I'll take it any day. While no one can expect as lucrative a return year after year, I wish everyone another happy, safe and prosperous New Year.
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The S&P500 has returned 31.85% as of yesterday so it probably beat 32%. You have to include the dividends and look at total return.
Looks like its going to be a 32.39% total return for the S&P500 for 2013!
__________________
Retired since summer 1999.
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12-31-2013, 05:06 PM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2009
Posts: 5,308
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16.76% with a 55/45 allocation. I'm very content with it.
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12-31-2013, 05:09 PM
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#12
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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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What? Nobody was invested in intermediate-term bonds and emerging markets this year? The bond index was down about 2% and the emerging markets index was down more than 5%.
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12-31-2013, 05:13 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: Jan 2006
Location: Rio Grande Valley
Posts: 38,154
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Quote:
Originally Posted by LOL!
What? Nobody was invested in intermediate-term bonds and emerging markets this year? The bond index was down about 2% and the emerging markets index was down more than 5%.
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Sure I was - but only 37% in intermediate bond funds and those broke even for the year.
__________________
Retired since summer 1999.
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12-31-2013, 05:14 PM
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#14
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Administrator
Join Date: Apr 2006
Posts: 23,041
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20.1% on a 65/35 allocation
__________________
Living an analog life in the Digital Age.
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12-31-2013, 05:37 PM
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#15
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2007
Posts: 13,228
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19.1% according to Vanguard. Reduced a bit by the small amount I had in my savings account at the bank and my 2% return on my small HSA, but it still probably rounds up or down to 19%. 63/37 AA.
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12-31-2013, 06:23 PM
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#16
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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My total return from everything in 2013 was about 19.5%
My best return was in my trading account where I had a 41.5% gain even though I kept half of that account in cash for most of the year waiting for a big drop that never happened.
Worst account was a Roth in EM
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12-31-2013, 06:25 PM
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#17
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Recycles dryer sheets
Join Date: Jun 2010
Posts: 456
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+ 19.75 63/30/7
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...open up your mind and see like me...
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12-31-2013, 06:46 PM
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#18
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Recycles dryer sheets
Join Date: Nov 2002
Location: Alajuela, Costa Rica
Posts: 222
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Net nominal annual return 2013 = 13.3%. CAGR = 8.6% with GSD = 18.7% over the last 8 years.
__________________
KISS & STC.
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12-31-2013, 07:14 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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15% on a 50/50 AA. Pretty satisfied
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12-31-2013, 07:14 PM
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#20
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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: 9,072
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You guys are awesome.  I just don't have an appetite for a hefty equity allocation.
Not sure what my return is as there is a several day delay in the calculation at Fidelity at month end and I am too lazy to recap it all. I do know it will be in the single digits with a 30/70 AA.
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Retired 3/31/2007@52
Investing style: Full time wuss.
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