My 2017 Investment Returns

Continuing the tradition from last year where I posted my 2016 investment returns, here’s an update for 2017.

Returns By Account

  • Capital One 360 Taxable Investment Account. 12.33%
  • Capital One 360 Roth IRA Account. 19.66%
  • TradeKing (now Ally Invest) Taxable Investment Account. 21.74%
  • Charles Schwab 401(k) Retirement Account.  19.80%
  • Vanguard Taxable Investment Account. 10.0%
  • Fundrise Income eREIT.  10.22%
  • DiscoveryBenefits Health Savings Account. 18.67%

Index Funds I Own

  • Vanguard Total Stock Market ETF (VTI).  This ETF represents 99.5% or more of publicly traded U.S. common stocks.
  • Vanguard 500 Index Fund (VOO).  This fund tracks the S&P 500 and is highly correlated with VTI.
  • Vanguard REIT Index Fund (VNQ).  Although a bit volatile, this index fund pays about 4% in dividends each year.
  • Vanguard High Dividend Yield ETF (VYM).  This fund tracks mostly blue chip stocks like Microsoft, Johnson & Johnson, JPMorgan Chase, etc.  Dividends aren’t as high as VNQ but the fund is also much less volatile.
  • Vanguard 500 Index Fund Investor Class (VFINX). This is just the mutual fund version of the VOO ETF.
  • Vanguard Small Capitalization Index Fund Investor Shares (NAESX).  This mutual fund tracks U.S. small cap stocks.
  • Vanguard Mid-Cap Index Fund Investor Shares (VIMSX).  And this one tracks U.S. mid cap stocks.
  • Vanguard Institutional Index Fund Institutional Shares (VINIX).  Like VFINX and VOO, this mutual fund tracks the S&P 500.
  • Vanguard Extended Market Index Fund Investor Shares (VEXMX).  This mutual fund tracks both U.S. small cap and U.S. mid cap stocks.
  • Vanguard Wellington Fund Admiral Shares (VWENX).  This mutual fund invests a large percentage of its assets in dividend-paying and non-dividend-paying blue chip companies.
  • Schwab International Index Fund (SWISX).  This index fund tracks the returns of foreign blue chip stocks.
  • FTSE Pacific ETF (VPL).  This index fund has exposure to Japan, Korea, Singapore, Hong Kong, and New Zealand.
  • Small-Cap Value ETF (VBR).  This is another index fund that tracks U.S. small cap funds.
  • Utilities ETF (VPU).  This index fund tracks the performance of utilities stocks.

Stocks I Own

  • Omega Healthcare Investors, Inc. (OHI).  This REIT pays over 9% annually in dividends and has recently dropped in stock price.
  • Fundrise Income eREIT.  This is another REIT that pays high dividends.
  • Hemispherx BioPharma, Inc (HEB).  Same story as before.  As a rookie investor, I bought this penny stock for $100 in 2010 as an experiment.  Well that experiment failed and the stock is now worth only $5.39 in my account (down from $9.63 last year).  Lesson here?  Avoid penny stocks unless you’re just trading for fun.

Well that about wraps it up.  With more than $200,000 invested in the stock market I’m most definitely still in it for the long run.




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