Question

What was your average return on investments for 2019?!  

Answer 1

9. 3 for me but im 61 and a little more scared of risk than i used to be

Comments

Fortunately I will prolly never touch this nest egg. I still dollar cost average into it even after 10 yrs of retirement

Answer 2

Around 8-10% I think without doing lots of calculations

Answer 3

Yikes, what were you guys invested in to get those kinds of returns? 8-12% when the S&P returned in the 20’s hurts my wallet.  

Comments

@iconostasis23 I think a lot of folks on here are more diversified than s&p. I have most in s&p so I get the highs and lows of it. I assume based on how Andrew invests, many folks here are ok with out the highest highs to avoid the lows. Just my speculation.  

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@iconostasis23 I’m diversified so also my investments won’t fall massive amounts in bad years

Answer 4

~26%. I have most in s&p tracking index fund, a little in small cap and international.  

Answer 5

24% - I typically perform a little lower in very bullish markets like we’ve had the past few years

Answer 6

26% for my 401k  

Answer 7

30% for 401k, S&P index and growth indexes as well as around 25% of the portfolio in individual stock like Adobe

Answer 8

However the REI side was a different story

Answer 9

%17 on IRA. 401k was like 15%, calculation looked kind of funky on that one. It's all at 90/10 split stocks/bonds. 40% international, 60% us only.  

Answer 10

12% 401K 15% Roth 37% Taxable

Answer 11

Just calculated. Total 26. 4%, Roth IRAs 35%

Answer 12

I invest in the s&p asx200 - australia, its been great. 31% including dividends. australian companies pay good dividends, and we have franked dividends too

Answer 13

23%. S&P500 did 28%. I messed up in Jan. When the mkt was goin bk up, I got out of all my high flying tech stocks, plus some ETFs (not everything, thxfully). I thought we were going to retest the bottom of Dec '18. This is why they say dont time the mkt. I finally got bk in, losing valuable gains. My portfolio is 65% stocks/ETFs, 35% fixed income, sm amt in money mkt. I'm close to retiring.  

Answer 14

14. 6% IRA (my first year managing this, cant complain), and 11. 5% on ground floor investments

Answer 15

24. 6%, vrs my Personal Capital @iconostasis23chmark of 22. 8%. So I call that a win!  

Answer 16

Individual stocks 43%. 401k 23%