Returns include all dividends, capital gains and interests on cash balances (before taxes). The brokerage and Janus accounts are the only taxable accounts.
In 2007, the S&P500 was up 5.49% including dividends (3.53% before dividends).
The Janus account consists of just 2 mutual funds, the Contrarian and the Overseas. Needless to say I am very pleased with the 24% return.
On the other hand, I am disappointed by the performance of my 401k. My company decided in November to move the 401k to a new platform with a set of different mutual funds. Let’s hope for better results in 2008.
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