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Subject:  Re: Year End Results... Date:  1/6/2004  9:09 PM
Author:  TTRoberts Number:  38390 of 81338

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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