b**e
发帖数: 88 | 1 Moderate Risk Portfolio
40% S&P 500, iShare IVV or Fidelity FUSEX/FSGDX ($10k+)
30% SmallCap, iShare IJR (preferred because it uses S&P 600 index, which
performs better than other SmallCap index historically) or Fidelity FSSPX/
FSSVX.
30% International Large Cap, ishare IXUS, or Fidelity FSGUX/FSGDX ($10k+)
High Risk Portfolio that I can tolerate
25% S&P 500
25% S&P SmallCap 600
25% Developed Market Large Cap, iShare IEFA or Fidelity FSIIX/FSIVX
25% Emerging Market,iShare IEMG
If you can tolerat... 阅读全帖 |
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b**e
发帖数: 88 | 2 Moderate Risk Portfolio
40% S&P 500, iShare IVV or Fidelity FUSEX/FSGDX ($10k+)
30% SmallCap, iShare IJR (preferred because it uses S&P 600 index, which
performs better than other SmallCap index historically) or Fidelity FSSPX/
FSSVX.
30% International Large Cap, ishare IXUS, or Fidelity FSGUX/FSGDX ($10k+)
High Risk Portfolio that I can tolerate
25% S&P 500
25% S&P SmallCap 600
25% Developed Market Large Cap, iShare IEFA or Fidelity FSIIX/FSIVX
25% Emerging Market,iShare IEMG
If you can tolerat... 阅读全帖 |
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p**i
发帖数: 163 | 3 小白。
长期看好股票， 如果想投75%的stock是选”LargeCap S&P 500 Index Separate
Account“吗？
还有25%买什么比较好？
Morley Capital Management
Principal Stable Value Sig Fund
$0.00
0.00%
%
Fixed Income BlackRock Financial Mgmt, Inc.
Inflation Protection Separate Account
$0.00
0.00%
%
Fixed Income Mellon Capital Mgmt
Bond Market Index Separate Account
$0.00
0.00%
%
Fixed Income Principal Global Investors
High Yield Separate Account
$0.00
0.00%
%
Fixed Income Principal Global Investors
Income Separate ... 阅读全帖 |
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d******8
发帖数: 1972 | 4 非常感谢onceaweek的回答，但我还是不知道怎么选？不知道那个与指数最密切，附上
VOYA可选
的投资：
006 Voya Long-Term Guaranteed Accumulation Account
003 Voya Money Market Portfolio - Class I
005 Guaranteed Accumulation Account (GAA)
Bonds
1001 American Century Investments® Inflation-Adjusted Bond Fund -
Investor Class
1003 American Funds The Bond Fund of AmericaSM - Class R-4
7576 Metropolitan West Total Return Bond Fund - Class M Shares
6571 Nuveen U.S. Infrastructure ... 阅读全帖 |
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S******t
发帖数: 8388 | 5 (A couple of these haven't started trading yet and a few
just started trading and therefore don't have much volume yet,
but special mention should be made for the new 300%
Russell ETFs which will make great trading vehicles once
volume picks up.) **trader168-David Liu**
US Indexes
DIA Dow30
DDM Dow30 2x long
DOG Dow30 short
DXD Dow30 2x short
ONEQ Nasdaq
QQQQ Nasdaq100
QLD Nasdaq100 2x long
PSQ Nasdaq100 short
QID Nasdaq100 2x short
OE... 阅读全帖 |
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u*****n
发帖数: 778 | 6 Sam Stovall, Chief Investment Strategist: Much to the surprise of many,
operating earnings for the large-, mid- and small-cap components of the S&P
Composite 1500 came in better than expected last quarter. The S&P 500
recorded a 51% increase in year-over-year results, while the S&P MidCap 400
saw a 45% rise. But the S&P SmallCap 600 wowed everybody by recording a 134%
surge in year-over-year results. This quarter, S&P is forecasting operating
results for the S&P 500, MidCap 400 and SmallCap 600 ... 阅读全帖 |
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y***q
发帖数: 4147 | 7 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: ShortCut (总想偷懒), 信区: Stockcafeteria
标 题: Re: 底部探明了没有？？？
发信站: BBS 未名空间站 (Thu Jun 10 11:40:46 2010, 美东)
过去收藏的:
US Indexes
DIA Dow30
DDM Dow30 2x long
DOG Dow30 short
DXD Dow30 2x short
ONEQ Nasdaq
QQQQ Nasdaq100
QLD Nasdaq100 2x long
PSQ Nasdaq100 short
QID Nasdaq100 2x short
OEF SP100
IOO SP100 Global
SPY SP500
SSO SP500 2x long
SH SP500 short
SDS SP500 2x short
IVV ... 阅读全帖 |
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B**********r
发帖数: 7517 | 8 Take it easy. Many of you positions are smallcaps, and some of them are bad
stocks. Smallcaps were down 2% today.
Some recommendations of deep value stocks:
C MS DB. MT HIG. PL. LNC. RAS NRF XIN. NM CIS |
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t*m
发帖数: 4414 | 9 the equivelant of VBR at fidelity is IJS (ISHARES S&P SMALLCAP 600 VALUE
INDEX FUND)
do some research (for at least a month) before jumping in. |
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w********o
发帖数: 10088 | 10 公司刚把账户从nationwide转到ING，这两天log in一看，可以选择的fund太少了，就
下面这么点。虽然费率低，但比nationwide可以挑的少的不是一点半点，而且好像都是
他们自己的产品。大家都是只买这几样么？谢谢！
STABILITY OF PRINCIPAL
4062 ING Fixed Account
BONDS
0787 ING PIMCO High Yield Portfolio Srv
1828 RidgeWorth Total Return Bond Fund R
ASSET ALLOCATION
1162 ING Index Solution 2055 Port Srv
1537 ING Index Solution 2015 Port Srv
1540 ING Index Solution 2025 Port Srv
1543 ING Index Solution 2035 Port Srv
1546 ING Index Solution 2045 Port Srv
1549 ING Index Solution Inc Portfolio Srv
B... 阅读全帖 |
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c*****e
发帖数: 1106 | 11 建议先投Putnam Stable Value Fund，你也可以直接投Vanguard Institutional
equity funds 到你能够承受的风险，我个人觉得股市年底前会很动荡，建议先存在
Stable Value Fund，股市走低时逐渐转进。不建议买Bond fund， FED QE 导致价值
严重扭曲。
T. Rowe Price Retirement 2045 Trust 也不错，但expense比较高。
既然有Vanguard Institutional class，不如自己组合。
Equity Allocation:
Total Intl ： Index : MidCap : SmallCap
40% : 30% : 15% : 15% |
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l******l
发帖数: 209 | 12 多谢 csmdude 同学，先投Putnam Stable Value Fund了， 从Vanguard 的官网上大概
了解了下 基本信息， 你给的组合挺不错的， expense也不高，股市好一点就调整：
Total Intl ： Index : MidCap : SmallCap
40% : 30% : 15% : 15% |
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s********n
发帖数: 1962 | 13 今天早晨刚看到的文章，说smallcap已经比2000年时还泡沫了。
做 investment 一定要风险和回报一起看。单纯的看回报是没有意义的，去年涨40%，
今年
就可能跌40%。
你的钱可以先放在一个 money market fund里面，就跟一个checking account 类似。
以后可以随时转到别的fund.
pick |
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n********e
发帖数: 1789 | 14 有这些选择，现在30+，还有30多年才退休。如何选择比较好啊？感觉没有几个好的
fund啊。Expense Ratio都很高。还有很多都是很新的fund。谢谢
EQUITY/STOCK Symbol ER(%) 1YR 10YR Life From
ALLIANCE BERNSTEIN GLBL ANAIX 0.59 -0.25 5.32 2007
BLACKROCK EQUITY IND NON BEMMT 0.04 21.87 17.67 2012
BLACKROCK MSCI ACWI EXUS BIMIT 12.86 2011
DODGE & COX INTERNATIONA DODFX 0.64 25.25 9.25 9.15 2001
HARTFORD SMALLCAP GROWTH HISCX 0.67 27.95 9.86 10.17 1994
SSGA RUSSELL SMALL/MID C YDSAT ... 阅读全帖 |
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s******e
发帖数: 2181 | 15 上半年抓住一匹黑马，是一个做international投资的stock fund。此外还买了1个
large cap1个midcap1个smallcap，都是stock fund，表现一般般好。
除了黑马，我公司提供的20多只fund没一个能跑赢大盘。上半年的rebalance比较频繁
，几乎每月一次，都是在大涨的当天清仓，等下一次回调又满舱进入。但是
internatioanl investment在7月因欧洲债务危机被重创，所以俺的唯一一匹黑马也不
会再黑了，已于7月初soldout。
上半年6个月的Cumulative Rate of Return: 9.40%
个人感觉下半年不会出现持续增长，只会震荡小幅上涨抑或震荡走低，所以走短线尤为
重要。不可再采用过去几年闭着眼睛随它涨的态度。
前6个月大盘曾一度增长至10%，您手中的fund跑赢大盘了吗？ |
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n********e
发帖数: 1789 | 16 公司的401K是American Funds管理的
大致信息如下，后面是Expense Ratio，请问选择哪些Fund组合比较好？谢谢
American Funds AMCAP, 0.72%
American Funds EuroPacific Growth, 0.84%
American Funds New Economy Fund, 0.81%
American Funds New Perspective Fund, 0.80%
American Funds SMALLCAP World Fund, 1.06%
AMG Managers Skyline Special Equities, 1.47%
Hartford Core Equity R4, 1.04%
Janus Enterprise S, 1.17%
Janus Triton S, 1.18%
Oppenheimer Developing Mar... 阅读全帖 |
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发帖数: 1 | 17 4月13日Direxion出了个消息，停止JNUG creation。原话是这么说的：
Direxion announced today thateffective immediately, daily creation orders in
the Direxion Daily Junior Gold Miners Index Bull 3X Shares leveraged
exchange traded fund(Ticker: JNUG) are temporarily suspended until further
notice. The suspensionis due to the limited availability of certain
investments or financialinstruments used to provide requisite exposure to
the MVIS Global Junior GoldMiners Index. Redemption orders for the Fund
will not be affected... 阅读全帖 |
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f***o
发帖数: 13 | 18 近来biotech 轮涨， 我也给出自己已经观察了半年的一个股票 OXGN
Pipeline 很强， 1个phase3， 3个phase2. 很多trial都临近出结果的日期.
http://www.oxigene.com/pipeline.php
二月三号有OXGN和VXGN合并议案的VXGN股东投票。这是VXGN第二次为与其它公司合并而
进行的股
东投票，如果通过，将会给oxgn带来$33的cash，但股价稀释的代价很小(增发15.6m)。
如果没有
通过，VXGN也会付给OXGN$1.4m。
http://www.reuters.com/finance/s ... tamp=20091117173000
因为临近VXGN合并案的投票，OXGN很有可能会放出好的消息来推动议案通过。最有可能
的是
OXI4503 trial(Primary completion date Dec 2009)
http://clinicaltrials.gov/ct2/sh ... =oxi4503&rank=2
和
PCV ophthalmology trial (Primary completio |
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T**4
发帖数: 92 | 21 Bought 2K today.
Just no brain follow :). |
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s*****1
发帖数: 430 | 22 Active Mutual Fund Managers Still Can't Beat Indexes
Posted by: Lauren Young on April 20
To paraphrase Joan Baez, where have all the active managers gone?
During the five-year market cycle from 2004 to 2008, the S&P 500
outperformed 72% of actively managed large-cap funds, the S&P MidCap 400
outperformed 76% of mid-cap funds, and the S&P SmallCap 600 outperformed 86%
of small-cap funds. (For small-company investors, that’s a huge difference
!)
These results are similar to the five-year cycle fro |
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y******z
发帖数: 491 | 23 今天一个新闻：(DGIT) will take Zenith National's place in the S&P SmallCap
600 after the close of trading today.
应该是bullish。估计机构在换手吧 |
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k********n
发帖数: 18523 | 24 泰然处之，别被花街忽有了就是了。
http://seekingalpha.com/article/260320-nokia-presents-rewarding
Investors have all but left Nokia (NOK) for dead. The shares recently
plumbed to new lows, hitting $7.73. Shares rebounded last week, closing
Friday at $8.35. By the looks of the stock performance you would think Nokia
can't sell a single phone. It was not too many years ago that Nokia made
the most popular phones.
Investor sentiment on the stock has reached ultimate pessimism. Nokia
continues to lose share to Apple... 阅读全帖 |
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L**J
发帖数: 606 | 25 看图的话，smallcap已经出了翻转信号
但是largecap 稳固+ 周五 + 三连阳profit taking + 今天下午犹太节日+周一节日
似乎另这个信号不那么可靠阿。
讨论一下？ |
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h***z
发帖数: 170 | 26 Santarus Inc. reported it will join the S&P SmallCap 600 after the close on
Oct. 1, and Trovagene Inc. reported the issuance of a U.S. patent pertaining
to Nucleophosmin protein mutants, according to company announcements, SEC
filings and Bloomberg News. |
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B*******n
发帖数: 20645 | 27 short IWM @ 114.64
野轮大妈已经给出了信号，SmallCap估值过高。 |
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g****t
发帖数: 31659 | 29 check smallcap 600 index
目测不少人401k > 16% |
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发帖数: 1 | 30 4月13日Direxion出了个消息，停止JNUG creation。原话是这么说的：
Direxion announced today thateffective immediately, daily creation orders in
the Direxion Daily Junior Gold Miners Index Bull 3X Shares leveraged
exchange traded fund(Ticker: JNUG) are temporarily suspended until further
notice. The suspensionis due to the limited availability of certain
investments or financialinstruments used to provide requisite exposure to
the MVIS Global Junior GoldMiners Index. Redemption orders for the Fund
will not be affected... 阅读全帖 |
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i******r
发帖数: 1175 | 32 为啥？显然相反，先撤的是smallcap，所以多虑了。牛市远没有结束 |
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c*******h
发帖数: 1096 | 33 you are really making things complicated... nevertheless i appreciate your
work.
after a careful look at the bbl file, i realize that the search-and-replace
method is not that simple. for most style files, bibtex produces those old
and nasty font shape commands, such as \em, \sc, instead of \emph, \textsc,
in the bbl file. so suppose that the author names are typeset in smallcap,
and guess what happens when you decorate your name by \bf? unlike nfss,
those latex209 commands (\sc and \bf) do not |
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N***i
发帖数: 2063 | 34 Best-Rated Financial Stocks Updated June 23, 2010
http://www.nasd100.com/2010/06/bestrated-financial-stocks-updated-june-23-2010.html
Ranking | Company (Ticker) | Average Rating Value | Average Rating
1 IRSA Inversiones Representaciones (ADR) (NYSE:IRS) 1.00 Strong Buy
2 Primus Guaranty, Ltd. (NYSE:PRS) 1.00 Strong Buy
3 China Life Insurance Company Ltd. (ADR) (NYSE:LFC) 1.00 Strong Buy
4 National Bank of Greece (ADR) (NYSE:NBG) 1.00 Strong Buy
5 HDFC Bank Limited (ADR) (NYSE:HDB) 1.00 ... 阅读全帖 |
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s********u
发帖数: 1054 | 35 发信人: stocksguru (guru), 信区: Investment
标 题: 给你的股票贴个标签---学习 LYNCH 读书笔记 (1)
发信站: BBS 未名空间站 (Wed Dec 29 11:27:59 2010, 美东)
我读过的教人如何投资股市的书籍里，对我影响最大的是 PETER LYNCH 的两本介绍他
自己投资心得的书：ONE UP ON WALL STREET 和 BEAT THE STREET。 前者重点介绍是
他自己在投资生涯里面总结出来的投资理念，后者则更多的介绍了一些具体的投资案例。
这里我和大家分享一下PETER LYNCH 在投资股市的时候， 如何给美股分类。这样可以
帮助我们明了我们要投资的股票面临的风险究竟多大，以及我们应预期怎样的回报。
1：THE SLOW GROWERS： 这里面主要是一些成熟的高红利的大公司， 年增长略高于
GNP的增长。通常的UTILITY 股票属于这个类别。购买这类股票的主要目的是降低整个
投资组合的风险。在熊市的时候这类股票比较抗跌。这类股票是可以超长线持有的。像
今年这样的年景每年的股票大概有5%或者1... 阅读全帖 |
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