Question of the Day: Personal Rate of Return

May 22, 2013

We have had a good year so far in the stock market.

So, curious minds want to know…

What is your personal rate of return for 2013?

Our personal rate of return through yesterday is 16%.

We are 100% stocks:

401(k) Asset Classes (05-21-2013)

I am not recommending this route to AFM readers. It can make for a very volatile portfolio with pretty big swings. Beware.

One response to Question of the Day: Personal Rate of Return

  1. Through May 22nd: +14.3%

    8-10% Bonds, 10-15% International Stocks, Balance is Domestic Stocks.

    21.03% MAINSTAY LG CAP GR I
    16.21% ABF LG CAP VAL INST
    15.12% VANG SM CAP IDX INST
    13.08% THORNBURG INT VAL R5
    10.06% VANG MORGAN GRTH ADM
    09.01% LOOMIS SM CAP VAL I
    06.02% MELLON TR S&P 500
    05.72% PIM HIGH YIELD INST
    03.74% PIM TOTAL RT INST

    That’s my 401(k) numbers – which is the bulk of my investing funds. Everything else is cash or cash equivalents as an emergency fund.