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Brown Cafe UPS Forum
UPS Retirement Topics
The 25 Worst 401(k) Plans
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<blockquote data-quote="Catatonic" data-source="post: 1262113" data-attributes="member: 7966"><p>Hmmm ... maybe.</p><p>I was more bearish back in the summer of 2012 and removed about 50% from the stock market and put it in money market.</p><p>By the end of 2012, I was almost 100% back in the stock market and some bonds.</p><p>I sold all my leftover UPS stock and reinvested and made only 2% less than UPS did in 2013.</p><p>My total ROI including dividends was 39% this year in my outside investments and 29% in my 401k.</p><p>My UPS pension was flat this year with 0% growth.</p><p>My wife's IRA investments returned over 20% as well.</p><p>My real estate investments were up about 10% for 2013 - hard to tell until you sell.</p><p>Private equity investments were about 10% as well.</p><p>By years end 2013, I have readjusted my investments again keeping almost 90% in the stock market and moving another 5% from bonds into hedge funds and reallocating the type of bonds I have.</p><p></p><p>Even though I am retired, I don't plan on touching my outside investments or my 401k for another 10 years.</p><p>That's why I feel fairly comfortable being almost totally in Stocks but they are lower risk and high dividend stocks.</p><p>Bonds look poor for the next couple of years at least.</p></blockquote><p></p>
[QUOTE="Catatonic, post: 1262113, member: 7966"] Hmmm ... maybe. I was more bearish back in the summer of 2012 and removed about 50% from the stock market and put it in money market. By the end of 2012, I was almost 100% back in the stock market and some bonds. I sold all my leftover UPS stock and reinvested and made only 2% less than UPS did in 2013. My total ROI including dividends was 39% this year in my outside investments and 29% in my 401k. My UPS pension was flat this year with 0% growth. My wife's IRA investments returned over 20% as well. My real estate investments were up about 10% for 2013 - hard to tell until you sell. Private equity investments were about 10% as well. By years end 2013, I have readjusted my investments again keeping almost 90% in the stock market and moving another 5% from bonds into hedge funds and reallocating the type of bonds I have. Even though I am retired, I don't plan on touching my outside investments or my 401k for another 10 years. That's why I feel fairly comfortable being almost totally in Stocks but they are lower risk and high dividend stocks. Bonds look poor for the next couple of years at least. [/QUOTE]
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