How are your investments doing so far in 2007?

[disneysteve]

I just checked the 1-year performance of my 7 equity funds as of 5/31. They are having a banner year:

22.62%
19.48%
27.96%
19.59%
18.22%
22.46%
29.42%

If numbers like that could keep up, I'd be retired in no time.

[safari]

Are you sure those numbers are for 2007 (YTD) as opposed to the last 12 months?

[safari]

Here is the list of my mutual funds:

FUND YTD 1-year
----------------------------
FICDX 20.81% 28.65%
FLVCX 21.02% 32.25%
FSDAX 11.04% 25.53%
FSLBX 4.06% 25.77%
FVDFX 11.61% 23.46%
JAOSX 14.34% 45.47%
MCHFX 28.85% 63.73%
MPYMX 9.25% 35.68%
MUHLX 6.10% 15.54%
RYVPX 13.27% 23.18%
WWNPX 10.16% 25.25%

The 1-year numbers are as of 05/31/2007.

I also have a bunch of individual stocks, which I didn't include here.

[Coleroo]

In my 403b, I have a mix of growth, moderate and conservative (85%, 10%, and 5% respectively).

The growth's past 12 months return is 23.94%
There are 10 funds in the growth -
American funds Europacific A
Am. Fnds Growth
Am. Fnds Fundamental Inv
American Funds New Perspective
Columbia Acorn Fund
Lord Abbett Mid Cap Value Fund
Davis New York Venture
JP Morgan Small Cap Value
Am. Funds Small Cap World


Year to date its only done 10.57%


The past 12 months on my roth (retirement target fund 2045 TRRKX) has done 11.74%


My stock picks have done terrible though. lol Ford, SCANA, and Vonage have gone down since my purchases. I dont like purchasing individual stock right now... kinda sends my confidence level plummeting.

[disneysteve]

Are you sure those numbers are for 2007 (YTD) as opposed to the last 12 months?

Sorry if that wasn't clear. They are 1-year performance as of 5/31, not YTD.

[MonkeyMama]

Oh thanks for clarifying, I was REALLY blown away - LOL.

FDVLX 24.99%
DODFX 28.25%
BRUFX 11.00%
*VGSTX 16.78%
VGTSX 28.15%
VTSMX 22.47%

*Balanced Fund which is doing darn good...

I unfortunately have not held all of these assets for the entire last year. Bummer. Then again I have held all of the index funds since most of these returns have hit, and all the international ones for a while, so have seen much of it. Retirement would certainly be a pinch with returns like this all the time.

[jmjj215]

VTIVX - 24.2%

COP is up 19% since I bought it in Jan.
AAPL is up 56%, but that includes a position I just bought a few weeks ago. Some of my base in that is up almost 100%.
GE is up about 5% since I bought it in Dec of 2006.

[jIM_Ohio]

1yr as of 5/31/07, indexes in bold

PRWCX YTD 6.64% 1 yr 19.66%
PRFDX YTD 7.21% 1 yr 24.31%
RPMGX YTD 13.60% 1 yr 20.77%
PREMX YTD 1.88% 1 yr 16.14%*
PRNHX YTD 8.27% 1 yr 13.99%
PRIDX YTD 13.92% 1 yr 28.40%*

TRIGX YTD 9.66% 1 yr 28.69%
TROSX YTD 9.30% 1 yr N/A

VFINX 8.70% 22.62
VWNFX 11.08 26.19
VEXMX 11.70 21.46
VEXPX 12.27 17.66
RYTFX 9.79 18.70
VTRIX 10.98 26.95

* I sold all but $1000 of the position in PREMX and added to PRIDX in May, so YTD returns mean little to me in both cases.

[Scanner]

Well, well, well. . .just look at all of you overdiversified investors and your umpteen funds out there.

Here is mine:

JAOSX (Janus Overseas) - YTD: 14.06% 1 Year: 45.47%
TRBCX (T Rowe Price Blue Chip) - YTD: 9.18% 1 Year: 21.72%
SLV (Ishares Silver Trust ETF) - YTD/1 Year: -7.84%


Oops. . .looks like you guys are dong better than me. 055:

[kv968]

As of 6-28:

YTD/1 YR

401k
FUSEX - 7.08/23.01
FDGRX - 9.07/22.55
FPURX - 5.83/19.64
VGSTX - 11.21/34.96
RERFX - 11.15/33.23
NSIDX - 7.00/22.93
FBIDX - 0.61/6.26
Company Stock - 22.70/24.71

IRA
TRRJX - 8.73/25.46
PRIDX - 14.68/39.18

Wish I had a little more in company stock, but I've been burned with "too many eggs in one basket" before

[disneysteve]

look at all of you overdiversified investors and your umpteen funds out there.

I wish there were fewer funds, but it is a function of different company retirement plans and having to pick from the available options. I definitely have overlap as far as fund types but it was pretty much unavoidable. With DW starting a new job next week and a new 401K, we will be adding at least one more fund to the mix.

[usnavy_233]

TRRDX: 9.49% YTD, 22.33% 1-Year 17.12% 4-Year ('03-'06)
CGMFX: 17.75% YTD, 19.46% 1-Year 17.60% 5-Year


CHTR: Held for 14 weeks, 22% Profit at sell

IRBT: Held for 6 weeks, 27% Profit at sell


LVLT: Currently down 3%


And for fun!

FCCN.PK: Just bought on Monday. Currently down around 15%

[jIM_Ohio]

I find it interesting two of us have PRIDX and we each have different numbers!!!

[jmjj215]

VTIVX - 24.2%

COP is up 19% since I bought it in Jan.
AAPL is up 56%, but that includes a position I just bought a few weeks ago. Some of my base in that is up almost 100%.
GE is up about 5% since I bought it in Dec of 2006.

I forgot to mention my Merrill Lynch 401k fund. I have no idea what it's done.

[kv968]

I find it interesting two of us have PRIDX and we each have different numbers!!!

I was wondering the same thing Jim but then I looked at the numbers. You used T Rowe's website and I used Morningstar. Your YTD is up to the current day whereas Morningstar's is a trailing YTD. Morningstar also shows 13.3% YTD. And your "1 Year" ended on 5-31 whereas Morningstar's is current at 6-28 and trailing also.

Either way we both did pretty good so far with it