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Posted: 12/29/2006 7:07:47 PM EST
Generic name of funds offered by my company:

Moderate Life Strateg Fund.......+13.1%
Aggressive Life Strategy Fund....+19.4%
Large Company Index..............+15.9%
Small/Mid-Cap Stock Index.......+16.5%
REIT.......................................+27.7%
Small Cap Growth Index............+8.2% (in it for 3 months)

Overall Year to Date 18.4%

Best year I had for looong time
Link Posted: 12/29/2006 7:10:17 PM EST
I don't have the breakdown handy, but my overall was 20.78% - by far the best year I've had. It wasn't formerly devalued stuff coming back either - last year I totally revamped my portfolio.
Link Posted: 12/30/2006 11:46:30 AM EST
Rate of Return from 01/01/2006 to 12/29/2006 is 17.1%


DODGE & COX STOCK +15.95%
AF GRTH FUND AMER R4 + 10.98%
FID BALANCED + 11.6%
AF EUROPACIFIC GTH A +18.37%

Works for me
Link Posted: 12/30/2006 6:10:41 PM EST

FIDO 401K says...
"Personal Rate of Return from 01/01/2006 to 12/28/2006 is 18.9%"

ps
let's not forget folks, however, that these are very abnormal gains and rainy days will cometh again -- just like they did in 2002. so plan for rain, we are starting to deserve it!

ar-jedi
Link Posted: 12/30/2006 6:24:37 PM EST
10.2%. I just restructured my portfolio, hopefully I can get a few more points next year.
Link Posted: 12/31/2006 11:37:15 AM EST
[Last Edit: 12/31/2006 3:35:02 PM EST by FALARAK]
Link Posted: 12/31/2006 2:45:28 PM EST
12.4%.....Too conservative I guess.
Link Posted: 12/31/2006 2:57:18 PM EST
Your Personalized Rate of Return from 01/01/2006 to 12/30/2006 is 25.178200%.
Link Posted: 12/31/2006 4:59:37 PM EST
Ya'll are killing me, I only managed a 13.3%.

Oh well, there's always next year.

I wish my company had a mid cap offering and a REIT. Hell I can't identify half of mine because they are special "institutional" offerings.
Link Posted: 1/2/2007 4:13:28 AM EST
For my first full year in a 401k, Fidelity says 19.9%.


Getting such a great return is kinda scary. I'm about 97% in equities, which I assume means stocks. I should probably put some more into bonds/cash, but it just seems crazy to turn down that 19.9%. Those of you seeing conservative returns will probably be sitting back relaxing when the rest of us are crying about our losses when the market declines next. That's the game we play.
Link Posted: 1/2/2007 7:43:18 AM EST
26.94%. Better than last year.
Link Posted: 1/2/2007 7:51:49 AM EST
18.4%
Link Posted: 1/2/2007 8:04:32 AM EST
[Last Edit: 1/2/2007 8:06:24 AM EST by ffhounddog]
9.6% for me. TSP folks screwed up my fund when I was in the sand pit so I got hosed.

IRA was 15.8%.

12.7% overall.

IRA has been up and down the last 3 years. Re did it after I figured out I need foreign stocks in my IRA.

2002 I made 24.6% in my IRA. Dont know how that happened.

Link Posted: 1/2/2007 8:20:54 AM EST
2005- 11.58%
2006- 17.42%

Fidelity


I'm happy
Link Posted: 1/2/2007 8:27:41 AM EST
16.8% with american funds. New perspective and growth america
Link Posted: 1/2/2007 8:42:14 AM EST
American Funds

New World 33.5%
Fundamental 19.2%
Link Posted: 1/2/2007 3:03:13 PM EST
NOt sure about the entire year returns but my folks are up 9% after 6 months w/ their next egg money they put aside after they sold their company.

I'd be happy with a 12 percent average honestly.... what usually wins in a race, the turtle or the hare?
Link Posted: 1/2/2007 4:59:14 PM EST

Originally Posted By ar-jedi:
ps
let's not forget folks, however, that these are very abnormal gains and rainy days will cometh again -- just like they did in 2002. so plan for rain, we are starting to deserve it!



quoted for truth!

ar-jedi

Link Posted: 1/3/2007 10:16:06 AM EST
17.5%, but changing the dates by just a few trading days changes that significantly both up and down...
Link Posted: 1/3/2007 10:26:04 AM EST
17.8%
Link Posted: 1/3/2007 10:49:27 AM EST


13.26%
Link Posted: 1/3/2007 12:35:26 PM EST
12.5%. Thought I was doing ok too. Too many bonds I guess.
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