Retirement Portfolio Update

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 RetirementJanuary 4th, 2006

Updating the PortfoliosNovember 14th, 2006

8 responses to Retirement Portfolio Update

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

  3. Holy crap!

    I thinks that about sums it up. Great job!

    Happy New Year

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

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

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

Trackbacks and Pingbacks:

  1. » Weekly Blog Roundup and New Year’s Eve Plans on Consumerism Commentary: A Personal Finance Blog - December 31, 2006

    […] 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. […]

  2. - Retirement plan, Retirement benefit, Retirement investing, social security retirement, retirement investment - November 6, 2008

    […] stocks to a├é┬áretirement portfolio├é┬ácan boost your returns without exposing you to reckless risk. “If you have a portfolio with […]