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Welcome to Flightinfo.com

  • Register now and join the discussion
  • Modern secure site, no 3rd party apps required
  • Invite your friends
  • Share the passion of aviation
  • Friendliest aviation community on the web
Personal Rate of Return from 01/01/2006 to 12/08/2006 is 17.4%


I haven't had this mix all year as I reallocate several times a year.

LARGE CAP
SPARTAN US EQ INDEX 20%
MID-CAP
FIDELITY LOW PR STK 20%
INTERNATIONAL
FID DIVERSIFIED INTL 10%
INT'L SPECIALTY
FID INTL REAL ESTATE 10%
SPECIALTY
FID REAL ESTATE INVS 20%
FID SEL NATURAL RES 5%

Bond Investments
INCOME
FIDELITY US BD INDEX 10%

Short Term Investments
FIDELITY RETIRE MMKT 5%

Total 100%
 
Update

Looks like that market is treating us well...

Personal Rate of Return from 01/01/2006 to 12/18/2006 is 33.3%

HD
 

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