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.