What is the YTD return so far in your 401k or IRA?

[FelixDeCat]

This doesnt take into account annual bonuses of 15-20% of base/year. Factoring that in, its been about 18-23% per year last three years.

 

[Cattlegod]

-0.2 % for the year.

no idea what i'm doing, looks like it shows.

 

[NL5]

10.8 - Vanguard 401k

 

[Noirish]

Lifetime (5 years) :: up 13% (401K)
Out of dotbomb hole!!!

 

[abc]

i have to check but it's about 15% this yr.

 

[abc]

thanks to last two weeks bloodletting, i'm down to like 8% now.

 

[Savij]

I started 2 months ago and am at -5% for lifetime.

 

[Legend]

Started last November with a Roth IRA into Vanguard Wellington. Something like 8% since November, 4.05% since Jan 1st, which is considerably more than average for this fund. I'd expect about 8.5-9% in the next 40 years.

I'm going to expand my portfolio to Vanguard International Value later this year. Then probably US small-cap. Then emerging markets/REITs.

 

[Engineer]

Originally posted by: Savij
I started 2 months ago and am at -5% for lifetime.

Remember, don't worry about short term losses like that. Just look at it as a buying opportunity. Buy when going up, when going down, everywhere in between. The numbers will take care of themselves over the long run. Patients wins the game.

 

[FelixDeCat]

Holy old thread batman!

 

[Zolty]

12.5% its been a good year for my company

 

[Engineer]

Originally posted by: FelixDeKat
Holy old thread batman!

Felix, I guess you were right on that "Sell in May and walk away"!

 

[FelixDeCat]

Originally posted by: Engineer

Originally posted by: FelixDeKat
Holy old thread batman!

Felix, I guess you were right on that "Sell in May and walk away"!

Actually its "sell in May and take a holiday". Its off about 6.5% from where I sold in late April (I have another thread documenting this).

Last year we had a rare summer rally. Could it happen again? Possibly. Im very tempted. But I was waiting for a full 10% correction to run its course. Typically summers are slow or flat due to low volume, then comes Aug/Sept with some whipsaw action. Then of course the "usual" October crash, the best time to get in, late October to ride the holiday rallies of Thanksgiving and Christmas (Santa Claus rally). Watch the January effect and decide by March or April.

Now, all that being said, this isnt always as easy at it seems. And looking back at the very market I concentrate on the Wilshire 4500 or 400 midcap, I actually lost about five points trying to time it over the last three years. But any arm chair qb will tell you hindsight is 20/20. Who knew at the time which way to go? Just over the past 30 days, it looks like I got my 5% back - and then some!!

The best advice is to diversify and pick the style your comfortable with. Since I get my bonus in January, I go all in at that time. I like to actively manage as thats my style.

Good luck. :beer:

 

[Engineer]

Originally posted by: FelixDeKat

Originally posted by: Engineer

Originally posted by: FelixDeKat
Holy old thread batman!

Felix, I guess you were right on that "Sell in May and walk away"!

Actually its "sell in May and take a holiday". Its off about 6.5% from where I sold in late April (I have another thread documenting this).

Last year we had a rare summer rally. Could it happen again? Possibly. Im very tempted. But I was waiting for a full 10% correction to run its course. Typically summers are slow or flat due to low volume, then comes Aug/Sept with some whipsaw action. Then of course the "usual" October crash, the best time to get in, late October to ride the holiday rallies of Thanksgiving and Christmas (Santa Claus rally). Watch the January effect and decide by March or April.

Now, all that being said, this isnt always as easy at it seems. And looking back at the very market I concentrate on the Wilshire 4500 or 400 midcap, I actually lost about five points trying to time it over the last three years. But any arm chair qb will tell you hindsight is 20/20. Who knew at the time which way to go? Just over the past 30 days, it looks like I got my 5% back - and then some!!

The best advice is to diversify and pick the style your comfortable with. Since I get my bonus in January, I go all in at that time. I like to actively manage as thats my style.

Good luck. :beer:

You too! :beer:

 

[Scouzer]

0

dont have one