What is your 2011 total portfolio rate of return?

[Storm]

I received my Fidelity 2011 reports yesterday and calculated my total return across PP and VP accounts:

25.05%

I must admit the PP helped significantly, and I also have an advantage in that I can buy company stock at a 15% discount, so this rate of return is probably not feasible for most.

[AdamA]

I received my Fidelity 2011 reports yesterday and calculated my total return across PP and VP accounts:

25.05%

I must admit the PP helped significantly, and I also have an advantage in that I can buy company stock at a 15% discount, so this rate of return is probably not feasible for most.

Congrats on the great year!

What percentage of your portfolio is invested in your company stock?

[Storm]

I received my Fidelity 2011 reports yesterday and calculated my total return across PP and VP accounts:

25.05%

I must admit the PP helped significantly, and I also have an advantage in that I can buy company stock at a 15% discount, so this rate of return is probably not feasible for most.

Congrats on the great year!

What percentage of your portfolio is invested in your company stock?

It was about 40% of my portfolio, but in the last year I have drawn it down to about 20% and put it into the PP.  A big part of the returns are that I'm selling company stock purchased in 2009/2010 at a 35-40% premium over the purchase price.  It's time to diversify and the PP gives me a great way to diversify out of being equity heavy.

[AdamA]

It was about 40% of my portfolio, but in the last year I have drawn it down to about 20% and put it into the PP.  A big part of the returns are that I'm selling company stock purchased in 2009/2010 at a 35-40% premium over the purchase price.  It's time to diversify and the PP gives me a great way to diversify out of being equity heavy.

Sounds like good plan (good timing too). 

Do you plan to draw down your ownership in company stock any further?

[Lone Wolf]

Congratulations!  That is a great year!

My annual returns are eerily similar to those of the Permanent Portfolio.