My Vanguard Account on 05/09/2015 shows the following information
Month
|
Net transactions
|
Portfolio gains/loss
|
Earnings
|
Overall change
|
May 2015
|
$0.00
|
$252.92
|
$0.00
|
$252.92
|
So right now my totals are
| Beginning balance | $0.00 |
| Net transactions | $10,041.76 |
| Investment return | $979.09 |
| Ending balance | $11,020.85 |
Which makes my overall Rate of Return as 9.75% since February 2013. So I am going to refine a little to break 10% and keep a close eye on it all.
Now in my Wife's Account, not in Vanguard, I have not been so focused so by sticking with a Targeted Retirement Fund up until just very recently she has been obtaining the following rates of return.
| Date | Rate of Return | |
| 05-08-2015 | 1.14% | |
| 12-31-2014 | 6.04% | |
| 12-31-2013 | -1.92% | |
| 12-31-2012 | 4.34% | |
| 12-31-2011 | 8.05% | |
| 12-31-2010 | 6.10% | |
| 12-31-2009 | 0.08% | |
Now that I am taking a very active hand in our funds, using advice I am pulling from multiple Trading Websites as well as the tips (Primary Source) found in the book Money: Master The Game by Tony Robbins, I am adjusting what her investments are to include also Large Cap and Index Funds to assist in diversification.
Some decent rates of return, but not consistent. So that is my first priority for her account, as well as increasing the rate of returns for her.
So onto more research and diversification.
Coming up are what I have in my account right now (Only Vanguard Options as that is where my Employer is enrolled at).
