My Quarterly Returns

[Midpack]

Was finishing my quarterly review and thought I'd post this graph just for yucks. My actual net quarterly portfolio returns (not annualized %) since 2003. I'm not a trader by any means, I rebalance and over this period I've slowly gone from 70:30:0 to about 56:38:6 currently. May not be of interest to others, some might think this is too volatile and others may think it's conservative, but for me it's Baby Bear's porridge. Even in 2008-2009 I never made any AA changes and never lost any sleep...

 

[Alan]

I don't keep quarterly historic IRR's.

I do have annual figures going back to 1995. (I started saving for ER in '94). I started at 80/20/0, was at 35/50/15 when we ER'ed at start of 2010, and am currently at 40/50/10.

 

[ratto]

Midpack, thanks for sharing. Did your broker firm keep track of quarterly returns for you over years, or you did just by yourself?

 

[Midpack]

Midpack, thanks for sharing. Did your broker firm keep track of quarterly returns for you over years, or you did just by yourself?

Both. My "broker" is Vanguard.

 

[Spanky]

I don't keep quarterly historic IRR's.

I do have annual figures going back to 1995. (I started saving for ER in '94). I started at 80/20/0, was at 35/50/15 when we ER'ed at start of 2010, and am currently at 40/50/10.

Your returns are quite respectable.

 

[FIREd]

No quarterly data for me, but I do have annual IRR data going back to 2000, when we invested our first dollar.

 

[ratto]

Thanks, Midpack. My retirement investment is scattered around among a few institutions, including Vanguard and TIAA. I don't have historic data like yours. Based on TIAA (the active one), my 1st quarter return of 2012 is 5.3%. My current allocation at TIAA is: 28% guaranteed, 35% equity, 14% real estate, and 22% fixed income. My portfolio may look very conservative, considering my age (39). I might tweak it a little later on, but now it's my baby bear's porridge.