l*********e
发帖数: 7492 | 1 说说吧
俺的还是早几年版上推荐..没换过..:(
dodfx
sgiix
lsbrx
fairx
mchfx
obchx
后面俩去年跌残了..:( |
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j****h
发帖数: 219 | 2 SGIIX 换了MANAGER后变差了，应该抛弃。
DODFX,LSBRX， MCHFX 我都有。
PRPFX 放在 TAXIBLE 账户。 |
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l*********e
发帖数: 7492 | 3 en.
是sgiix原来的manager跑去开了个ivwix
prpfx里面都是金子和bond? |
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S**C
发帖数: 2964 | 4 I saw your post on M* forum so I know more about you. You have a plan, and
background to be a successful investor, and good earning power. I think you
should not be too concerned on not being able to amass 2M USD inflation
adjusted before retirement. IMO you do not need to be that aggressive to
reach your goal.
Our overall bond percentage roughly equals to our age, someone may recommend
age-10, we decided given the current valuation, and the EU sovereign debt,
we would rather be more conservativ... 阅读全帖 |
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l*******x
发帖数: 49 | 5 刚接触401K, 想请教下，应该选哪种好，比例多少为好~~~十分感谢
(DBC) PowerShares DB Commodity Index
(DJP) iPath DJ-UBS Commodity Indx
(IDU) iShares Dow Jones US Utilities
(BIV) Vanguard Intrmdiate-Term Bnd
(JNK) SPDR Barclays High Yield Bond
(EFA) MSCI EAFE Index Fund
(IVV) iShares Core S&P 500 Index
(IWF) iShares Russell 1000 Growth Index
(IWD) Russell 1000 Value Index
(AGG) iShares Core Total US Bond Market
(BWX) SPDR Lehman Intl Treasury Bond
(GVI) iShares Barclay Interm Gvt/Crdt bd
(MINT) PIMCO Enhanced Short Maturity ... 阅读全帖 |
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k***e
发帖数: 7933 | 6 我的401k从2005/5/31开始到现在年收益8.35%，不过我每年放得很少，只是为了拿到公
司的match部分。
账户的asset allocation：
stock 83.20%
money market 8.40%
bonds 8.20%
other 0.20%
2007年之后就没有做过任何rebalance
IRA里面只有一个fund SGIIX，10年的平均return大概10.68% |
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b****b
发帖数: 199 | 7 yes, you can redeem and buy other funds and you need probably 2 shares of
SGIIX left to be safe. (but I remember Fidelity has a weird policy that you
need $2500 minimum even to maintain the fund, otherwise a small fund balance
fee will be charged to your account).
To avoid the transaction fee for future purchase, you may open a Roth IRA
account at first eagle and transfer some shares to the fund company, then
direct all your future contribution to first eagle only. You need to check
first eagle |
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