Search


Subscribe to AFM


Subscribe to AllFinancialMatters
by Email

All Financial Matters

Promote Your Page Too

The American's Creed

Site Sponsors

Books I Recommend


AFM in the Media


Money Magazine May 2008

Real Simple March 2008

Blogroll (Daily Reads)

« | Main | »

Retirement Portfolio Update

By JLP | December 28, 2006

Here’s how the Retirement Portfolio has performed so far this year:

Retirement Portfolio Update 12/28/2006

One important thing to note is the difference in fee structure. I reduced the amount of fees that I would charge on this sort of portfolio. The new total fee is now .62% (FOLIOfn fee of .27% and a management fee of .35%). The net return on the retirement portfolio for 2006 is 12.90%. Not too shabby. This compares with a 5.23% net return for 2005. Once 2006 has closed out, I’ll update the portfolio for 2007 using the final 2006 numbers.

For more information on this portfolio, check out these posts:

Looking at an Investment Strategy For Retirement – January 4th, 2006

Updating the Portfolios – November 14th, 2006

Topics: Exchange-Traded Funds, Investing, Retirement Planning | 8 Comments »


8 Responses to “Retirement Portfolio Update”

  1. Jersey Jen Says:
    December 29th, 2006 at 1:53 am

    hey there, great effort with $1,000,000 portfolio! it seems like you have ETF on every industry, perhaps just having a SPY would be sufficient?

  2. Wanda Says:
    December 29th, 2006 at 5:53 am

    Congrats on your return and your $1 million+ portfolio. I can’t wait til I get there. One step at a time, right? ;) But seriously, it’s a great motivator to see people who’ve done it and know that it’s possible for me.

  3. Mike Says:
    December 30th, 2006 at 1:28 am

    Holy crap!

    I thinks that about sums it up. Great job!

    Happy New Year

  4. yabadaba Says:
    December 31st, 2006 at 10:52 am

    I think JLP is trying to illustrate the growth in a hypothetical retirement portfolio invested in ETFs.

  5. » Weekly Blog Roundup and New Year’s Eve Plans on Consumerism Commentary: A Personal Finance Blog Says:
    December 31st, 2006 at 12:42 pm

    [...] AllFinancialMatters provides an update on his retirement portfolio performance. Speaking of retirement portfolios, Blueprint for Financial Prosperity asks if yours is tax-efficient. Five Cent Nickel provides a calendar of important 2007 tax filing deadlines. [...]

  6. moneymonk Says:
    January 2nd, 2007 at 3:30 pm

    I see you are a ETF lover. What a success in all industries.

  7. Mark Says:
    April 24th, 2007 at 2:19 pm

    If I am reading it correctly, this portfolio underperformed SPY in everything but costs for CY06. Sometimes, simpler is better.

  8. Retirementsketch.com - Retirement plan, Retirement benefit, Retirement investing, social security retirement, retirement investment Says:
    November 6th, 2008 at 4:25 am

    [...] stocks to a retirement portfolio can boost your returns without exposing you to reckless risk. “If you have a portfolio with [...]

Comments