B**********r
发帖数: 7517 | 1 Another good is expected. |
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J******s
发帖数: 913 | 2 It is better than most mutual funds.
My portfolio performance is a little better, as follows:
12/31/2010 value: 100%
YTD New contribution: 3.96%
YTD market appreciation: 13.09%
Current holding is as follows (I have both TIAA-CREF and Vanguard):
VCVLX: 25%
VUVLX: 11%
TRLCX: 40%
Cash: 24%
During the past 4 months, I did several adjustments among stocks/bonds/cash. |
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J******s
发帖数: 913 | 3 I just switched among those stocks/bonds mutual funds. But it is important
to time the market, and switched in/out.
VCVLX and VISGX are both my popular holdings at times. Check their
performances during the past 2+ years, and they have been up 3x to 4x. |
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w****n
发帖数: 1737 | 4
important
你没搞错吧。 annual return ave 11-12% in 3 years. 如果你
popular holding是这两个，3年ave annual return 不可能是 30%,这样 （1+30%）^3=
2.2,
你是不是像KennyD说的。 ave annual return 跟 total 3 yr return搞混了。
1 Year 3 Year 5 Year Since
Incep.
VCVLX +20.85% +12.70% +4.76% +5.73%
Category +14.52% +1.98% +2.13% --
Index +15.65% +2.35% +2.62% +10.31%
1 Year 3 Year 5 Year 10 Year
VISGX +32.55% +11.69% +5.92% +10.14%
Category +29.11% +8.77% +3.56% +6.69%
Index +15.65% +2.35... 阅读全帖 |
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T*********e
发帖数: 9208 | 5 DCA的计算方法不一样, 他总的return 可能只有60%, 但是等价的3年rate可能有就又30%
另外他选的股票也比较risky
VCVLX
Beta 1.41
R2 0.91
Standard Deviation 32.53
VISGX
Beta 1.23
R2 0.89
Standard Deviation 28.64
都是直上直下型的small/middle cap
warren估计比较保守一些，长期我还是看好warren的投资策略
almost
warren |
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f*********7
发帖数: 1040 | 7 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
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f*********7
发帖数: 1040 | 8 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
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发帖数: 1 | 9 widemouth大牛，我是在vanguard开的户。你说的那两个指数，具体是下面的哪一个啊？
Mutual funds
General attributes
Name (Minimum)Sort TickerSort Asset
ClassSort Fund No. Expense ratio
Federal Money Market ($3,000 minimum) VMFXX Money Market 0033
0.11%
Prime Money Market ($3,000 minimum) VMMXX Money Market 0030
0.16%
Treasury Money Market ($50,000 minimum) VUSXX Money Market
0011 0.09%
California Municipal Money Market ($3,000 minimum) VCTXX Money
Market... 阅读全帖 |
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J******s
发帖数: 913 | 10 From
almost 100% VMGRX
to
70% VCVLX + 30% Bond |
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J******s
发帖数: 913 | 11 Very good. My 401K fund VCVLX will do well. |
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