- Joined
- Dec 26, 2000
- Posts
- 13,852
Hey, everyone. It felt like a good time to revive the financial thread. I figure some of us here are actually milling over their strategies, watching the markets roller-coaster this year, and planning on squeezing at least some gain out of 2014.
I'm still full-balls-deep in the stock market. I completely removed all bond holdings, thanks to the almost daily bleeding. They were a constant drain on any sort of return, and as of this spring I did the deep-sigh and moved over to 100% invested for my 401K and personal investment account.
That will likely change once the FED starts to pull back and allow interest rates to rise, which many believe will happen in the Spring.
I'll believe it when I see it. It feels like this market has been on life support for so long that it's going to take some serious nerves for the FED to rip the band-aid off as soon as that.
Anyway, here's how I've fared so far.
401K - YTD Return: 5.98% [Thanks, yesterday...]
POSITIONS:
30% Mid cap
30% Small cap
30% Large cap [Broken up into 15% Institutional and 15% Growth/Research]
10% International
Personal Investments - YTD Return: 9.72%
POSITIONS:
50% - Total Stock Market Index
18% - Strategic Capital Investments
17% - Growth Stock Index
15% - Health Industry [NEW for me and unproven. Reduced Total Stock Market exposure to buy it]
Older 401K - YTD Return: 5.76%
POSITIONS:
100% - Target account for 2045
Home - 8.16% increase since purchase in May of this year
Woo, I finally have a real asset worth paying debt on. The market in LA, especially in Downtown, is going nuts, so I'm riding a bit of a bubble at the moment. Only time will tell where I entered it.
So, it's no 2013 up in here, but I've been lucky with some of the above. Personal investing has favored heavily thanks to the exposure in mid and large cap stocks, and the position into the Health sector is new. Only time will tell if that pays off.
So, how is everyone else faring? Want to share how you've done, what your positions are, what you're thinking for strategies for this and next year?
I'm still full-balls-deep in the stock market. I completely removed all bond holdings, thanks to the almost daily bleeding. They were a constant drain on any sort of return, and as of this spring I did the deep-sigh and moved over to 100% invested for my 401K and personal investment account.
That will likely change once the FED starts to pull back and allow interest rates to rise, which many believe will happen in the Spring.
I'll believe it when I see it. It feels like this market has been on life support for so long that it's going to take some serious nerves for the FED to rip the band-aid off as soon as that.
Anyway, here's how I've fared so far.
401K - YTD Return: 5.98% [Thanks, yesterday...]
POSITIONS:
30% Mid cap
30% Small cap
30% Large cap [Broken up into 15% Institutional and 15% Growth/Research]
10% International
Personal Investments - YTD Return: 9.72%
POSITIONS:
50% - Total Stock Market Index
18% - Strategic Capital Investments
17% - Growth Stock Index
15% - Health Industry [NEW for me and unproven. Reduced Total Stock Market exposure to buy it]
Older 401K - YTD Return: 5.76%
POSITIONS:
100% - Target account for 2045
Home - 8.16% increase since purchase in May of this year
Woo, I finally have a real asset worth paying debt on. The market in LA, especially in Downtown, is going nuts, so I'm riding a bit of a bubble at the moment. Only time will tell where I entered it.
So, it's no 2013 up in here, but I've been lucky with some of the above. Personal investing has favored heavily thanks to the exposure in mid and large cap stocks, and the position into the Health sector is new. Only time will tell if that pays off.
So, how is everyone else faring? Want to share how you've done, what your positions are, what you're thinking for strategies for this and next year?