CardsFan
Thinks s/he gets paid by the post
Year end is 14.6% (AA currently at 56/36/8)
Looks like everyone has had a great year with 15-20%+ returns. I'm curious, for those with bonds in their portfolio's, what returns did you see from them? Any bond or bond funds that stood above the rest?
For me, I have none, but do have $400K in a pension fund with 4.5% minimum return rate (adjustable to 1 year TBill + 1%, so 4.5% for quite some time to come). Just curious if I should move this to a bond fund for a bit higher rate.
Looks like everyone has had a great year with 15-20%+ returns. I'm curious, for those with bonds in their portfolio's, what returns did you see from them? Any bond or bond funds that stood above the rest?
For me, I have none, but do have $400K in a pension fund with 4.5% minimum return rate (adjustable to 1 year TBill + 1%, so 4.5% for quite some time to come). Just curious if I should move this to a bond fund for a bit higher rate.
Are you sure it is 1 year? My cash balance is 10 year +1%... but that still means minimum for now...
The values shown are daily data published by the Federal Reserve Board based on the average yield of a range of Treasury securities, all adjusted to the equivalent of a one-year maturity. The current 1 year treasury yield as of December 29, 2017 is 1.72%.
Are you sure it is 1 year? My cash balance is 10 year +1%... but that still means minimum for now...
+2........ 1 year TBill is 1.72% so +1% would be 2.72%, not 4.5%
Guess I can't be too unhappy with the 4.5% return.My bonds returned 3.15% in aggregate in 2017.
YTD DEC 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)YTD NOV 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)
401(k) Personalized Rate of Return is 24.57%.
- 11.83% YTD Weighted Performance overall for the whole pie.
From 01/01/2017 to 12/30/2017
Overall increase from previous month
- 12.71% American Funds American Balanced R6 Fund
- 28.99% American Funds New World R6 Fund
- 1.73% (not XIRR)