Pilot2013
Full time employment: Posting here.
Not sure which way people are reporting so:
8.9% YTD through June, or;
17.8% annualized
8.9% YTD through June, or;
17.8% annualized
If I'm reading it correctly, looks as if today, the DJIA is up about 25% from a year ago on June 17.
3.75% YTD through 2/28/2017... a good start for the year, but only 2 months so it would be a little premature to get too excited.
4.63% YTD based on XIRR of beginning balance, withdrawals, cash dividends and ending balance using a 12/31/2017 date. AA of 60/35/5.
I have been rebalancing more often than normal into the rally to keep cash up giving upcoming wedding costs later this year.
5.58% YTD
6.88% YTD.... pinch me! 16.5% for the year at this pace... not that I'm counting on that but it would be nice.
Mid-2017 Investments SummaryOverall weighted performance is 4.99% for 55/45 portfolio (stocks/bonds).
Newer 401k performance is on a tear:
From 01/01/2017 to 05/31/2017
American Funds American Balanced R6 Fund: 5.05%
American Funds New World R6 Fund: 15.78%
Account Total: 14.48%
YTD (June 30, 2017) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):
7.42% VSMGX Vg LifeStrategy Moderate Growth (60/40)
7.01% VTWNX Vg Target Retirement 2020 (56/45)
6.34% VBIAX Vg Balanced Index (60/40), no foreign
6.32% DGSIX DFA Global 60/40 I, small-cap & value tilted
6.20% VWENX Vg Wellington (65/35)
7.83% VTTVX Vg Target Retirement 2025 (65/35)