how did your portfolio perform 2012? Poll

How did your portfolio perform in 2012?

  • -4,-3%

  • -2,-1%

  • 0,1%

  • 2,3%

  • 4,5%

  • 6,7%

  • 8,9%

  • 10,11%

  • I don't have one


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mizzou

Diamond Member
Jan 2, 2008
9,734
54
91
Tax season is almost passed us, wondering how everyone did. I love reading these financial articles about how to save for retirement, and many still state some hilarious things like, "You need xxxxxx, expecting a 6% annual return"

Well it seems the average portfolio return is somewhere around there, but it can vary wildly of course.

Money in your pocket per year is losing buying power due to inflation -2% a year
Money in cash accounts will keep you about even with inflation 0% a year
Money in a well balanced portfolio may net you 3% in gains, with inflation
Maybe you are well versed in stocks, and you net a 5% gain, with inflation.

I remember double digit gains in the 90's, like that was "normal" :awe:
 

Vic Vega

Diamond Member
Sep 24, 2010
4,535
4
0
2012 was a lot better than I was expecting, I'll say that much. Put another way, I didn't lose money and I have a little more wiggle room than I did this time last year. All that said, I doubt too many folks here will get real specific.
 

rcpratt

Lifer
Jul 2, 2009
10,433
110
116
My cash investment portfolio did very well (20%+). Don't keep track of it very closely, but that's a rough number from when I did my taxes.

My 401(k) also did very well in 2012:

capturevsx.png


(white - my overall portfolio, green - s&p500, blue - my company stock, red/orange - mutual funds/target funds)

+22.756% overall in 2012, compared to +14.952% for the S&P 500 (assuming my contribution schedule). Company stock did very well this year, which made most of the difference.
 
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