How did your retirement portfolio do in 2009?

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JEDI

Lifer
Sep 25, 2001
29,391
2,738
126
And how did you invest?

The Dow is up 18.8% in 2009. Nasdaq is up 44% :eek:
I'm up 30%.

Portfolio
Bonds = 20%
Total Market = 40%
Small cap value 5% (Small cap growth beat value by 13%.. Doh!)
Large cap value = 5% (dropping this for Real estate for 2010)
Healthcare = 5%
International = 25% (yeah Emerging Markets up 85%! but it's just a portion of Intl)
 
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arcenite

Lifer
Dec 9, 2001
10,660
7
81
Everyone is going to be up at least 20-25%. If not, I feel for them.

Edit: 33% for me
 

Jeeebus

Diamond Member
Aug 29, 2006
9,181
901
126
up 28%.

of course, when you factor in last year, it's probably still like - 30%, but lets just ignore last year and be happy.
 

Engineer

Elite Member
Oct 9, 1999
39,230
701
126
33.2%. Still about $37,000 below my peak in 2007...and that's including over 2 years worth of 15 to 20% (+ 3.5% company match) contributions on top during that 2+ year stretch. Goes to show just how bad the end of 2007, all of 2008 and part of 2009 were.
 

JEDI

Lifer
Sep 25, 2001
29,391
2,738
126
33.2%. Still about $37,000 below my peak in 2007...and that's including over 2 years worth of 15 to 20% (+ 3.5% company match) contributions on top during that 2+ year stretch. Goes to show just how bad the end of 2007, all of 2008 and part of 2009 were.

i got somewhat lucky. i dumped $5k for Roth 2008 in March 2009, the low point of the Market crash. But it was all in european and Japan Indexes. 20/20 hindsight... should have done Nasdaq QQQQ.
 

chusteczka

Diamond Member
Apr 12, 2006
3,399
3
71
My 401k funds are equal to where there were last year at this time. However, now that they are equal and the market appears to be leveling off, I exited from the stock and bond funds this week to place my cash in a money market fund. I expect to try to time the bottom of the approaching dip in the market and buy into the stock funds again in the first two weeks of March.
 

JTsyo

Lifer
Nov 18, 2007
12,038
1,135
126
Up for the year but I haven't recovered everything from the crash.
 

OOBradm

Golden Member
May 21, 2001
1,730
1
76
we should include age in this just out of curiosity.... since different age groups tend to invent differently
 
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