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

N

Night201

Diamond Member
My 401k return is 3.2% so far...just wondering what everyone elses is....

Edit: Please tell if it's a 401k or IRA as well.
 
6.24%, investing very aggressive

i'm glad it's still positive considering last years return for me was nearly 40%
 
Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.
 
Originally posted by: isasir
Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.
Click to expand...

I just changed some numbers around about an hour ago. I like to do it about 1-2x year.

Maybe this thread was a good reminder for you...
 
I changed the original post, its FSENX, Fidelity Select Energy Mutual Fund. For idiot proof investing, go to Fidelity, Select Mutual funds( Select Funds are sector based), pick a hot sector (energy, housing, defense), profit 20-30%/year.

 
Originally posted by: Night201
Originally posted by: isasir
Damn guys, I'm at a measly 3.24%. My rate last year was a nice 17.60%. Maybe I need to shake things up a bit.
Click to expand...

I just changed some numbers around about an hour ago. I like to do it about 1-2x year.

Maybe this thread was a good reminder for you...
Click to expand...

The only thing I had done up until this point was re-balance it so my initial percentage distribution was set. I see my conservative funds are doing crappy, so maybe I should get more aggressive the rest of this year.
 
So I just moved about $5k from a conservative fund into a more aggressive fund (and restructured future contributions). Let's hope this turns out good for me. 🙂 :thumbsup:
 
14.5%.

IRA. I manage my own via stocks. Nowhere near 131% I did last year but I don't have stock like Apple this year. Phillip Morris and Merck aren't exactly highfliers. But they provide good steady dividend. AMD has done well for me though.
 
Personal Rate of Return from 01/01/2005 to 09/26/2005 is 17.7%, 401k through Fidelity.

for my current plan, i have another one i never rolled over, not sure what it's making.
 
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