401k

[Some guy]

I got out of realestate funds this year.

4 funds max.

The Real Estate fund (unless I am misinformed) includes all Real Estate, new and existing home sales, apartment stuff, leasing, and other stuff. So even if the housing market isn't doing well, the fund may still be doing good. And checking now, that fund has had a YTD return of 32.25% as of the close of business yesterday. I might hang on to this one a little while longer.

Good luck!
SG

 

[SwissAviator]

50 funds is quite a broad plan. Sounds like a good deal. Lots of options for your money.

 

[Hawk Driver]

Sorry to Trump you!

Your Personal Rate of Return This Period 25.7%

Time period used: 01/01/2006 - Present

Two funds:

Latin America since June last year, International Real Estate since August this year.

HD

 

[wolfpackpilot]

Good Topic 9.8%. I am stupid and need to learn more.

No your not......


4.9%

Alright smart *ss Gold Ties, give up the funds and ratio's!

Now.... Im over 1/2 way to retirement

 

[JustInfo]

I dumped about 1/2 of mine into the Latin America Fund as well last year, it has been great, haven't looked at my Personal Return lately, was around 16% a month or so ago.

 

[Diesel]

Hey wolf we get the higher percentage because we don't have to give half of it to the ex wife.

 

[gunfyter]

Gun,

Im only at 11.6. What funds are you mainly in?

I'm in about 8. Mainly low price stock, Natural Resources, and Canada.

LARGE CAP
FID FIDELITY 10%
MID-CAP
FID VALUE 10%
FIDELITY LOW PR STK 20%
SMALL CAP
FID SM CAP INDEPEND 20%
INTERNATIONAL
FID DIVERSIFIED INTL 10%
FIDELITY EMERG MRKTS 5%
FID LATIN AMERICA 10%
SPECIALTY
FID REAL ESTATE INVS 10%
FID SEL NATURAL RES 5%

Your mileage may vary...

 

[gunfyter]

Last 12 months is 20.5%


But when I put in last 24 months I get:




Your Personal Rate of Return
This Period37.4%


Not sure what this number means.

 

[Fozzy]

to quote myself...

5 funds. Rebalanced yearly.

16.1% YTD

Div Intl
Low PR Stk
Real Estate Invs
Equity Income
Strategic Income

20% in each

 

[puttin4doh]

Dartboard works every time:

Your cumulative personal rate-of-return during this period: 25.4%

or luck of the Irish perhaps?

Puttin...