First Quarter, 2007 Investment Returns

[justin]

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%).

 

[Sam]

3.0%

 

[eridanus]

Roth: +4.3%, all equity

Mostly on the back of XLU, a utility ETF.

 

[HFWR]

401k up 2.8%

 

[Deetso]

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...

 

[babyape]

1.5%

 

[Mwsinron]

2.6 %

 

[d]

2.27%; 64.5% equities

 

[2B]

2.6% -- 95% equities

 

[mickj]

3.2%

 

[martyb]

TSP invested in the L-2030 Lifecycle Fund. Up 2.09.

 

[Spanky]

1.3% (50% equity) - lower than money market.

 

[dmpi]

1.1%

 

[LOL!]

2.6%, 78% equities

 

[citril]

This forum is like Lake Wobegon. Everybody is above average,

 

[Mwsinron]

This forum is like Lake Wobegon. Everybody is above average,

What is the average return rate?

 

[fire5soon]

What is the average return rate?

Somewhere around the middle

 

[citril]

What is the average return rate?

VTSMX was about 1.4%

 

[Mwsinron]

VTSMX was about 1.4%

I would suspect the majority of people have international exposure.

 

[justin]

International index is up around 4% for Q1 2007. I know I have a large allocation to international.

 

[Jake46]

2.69%, thanks mostly to Dodge & Cox International.
Jake46

 

[kaudrey]

About 2%.

 

[Coach]

3%, thanks to a nice boost from TIAA Real Estate.

Coach

 

[Andre1969]

I'm up about 2.8% for the first quarter. I'm not complaining, especially after that little hiccup we had back in late Feb!

 

[uncledrz]

Don't know. Only check returns yearly when I draw out the funds needed and rebalance.