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What is your 2011 total portfolio rate of return?
Posted: Tue Jan 24, 2012 10:33 am
by 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.
Re: What is your 2011 total portfolio rate of return?
Posted: Tue Jan 24, 2012 10:36 am
by AdamA
Storm wrote:
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?
Re: What is your 2011 total portfolio rate of return?
Posted: Tue Jan 24, 2012 10:42 am
by Storm
AdamA wrote:
Storm wrote:
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.
Re: What is your 2011 total portfolio rate of return?
Posted: Tue Jan 24, 2012 10:49 am
by AdamA
Storm wrote:
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?
Re: What is your 2011 total portfolio rate of return?
Posted: Tue Jan 24, 2012 11:31 am
by Lone Wolf
Congratulations! That is a great year!
My annual returns are
eerily similar to those of the Permanent Portfolio.
