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Investing/Strategies / Retirement Investing
|Subject: Re: Year End Results...||Date: 1/6/2004 9:09 PM|
|Author: TTRoberts||Number: 38390 of 78143|
situate, you wrote:
<< "I was just wondering what everyone's return was on their 401(k) or other investment accounts was for the year."
FWIW, my rollover IRA's return for 2003 was 40.52%. My wife's and my Roth IRAs' returns (we have the same holdings) were 44.26%.
The lifetime CAGR of the rollover account (since April, 2001) is 6.60%.
The lifetime CAGR of the IRAs (since July, 1998) is 3.18%.
I've been pretty slothful in these accounts since their inceptions. I may be a little more active in these accounts once the bulls have had their run. >>
Hmmmmm??? Just think how much less stress there might have been if one had simply put the funds into an interest bearing position starting in 1998 and got a guaranteed 5%. Sometimes, less volatile interest returns rather than the stock market can feel good, huh???
And guess where one could have found such guarantees . . . ? Dare I say the "A" word? <VBG>
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