January 4, 2012

2011 Total Returns for my Stock / Retirement Investments

My stock investments are all in my retirement accounts.   In total my retirement accounts are up 3.9% for the year 2011.    Thats not bad.

I have retirement spread over 3 accounts :
Roth IRA +3.7%
401k -7.6%
Company retirement +6.9%

The Roth IRA and the 401k are controlled by myself and the company retirement money is managed by my employer.  

I did fair with my Roth IRA money but I didn't do very well with my 401k investments for the year.   Combined the Roth & 401k are up 2.3% total.    I didn't have much of a strategy for my 401k.   Much of the year I wasn't paying a lot of attention to my Roth or 401k investments.  

Most of the money is in the company retirement account.   I'm fortunate that my employer did a pretty good job of handling that investment on my behalf. 

If I had put all my money in the Vanguard S&P 500 ETF (VOO) then it would be up about 1.3% for the year total.

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