K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
08/07/09
YTD:
Overall: 11.53%
备注:
S&P 500: 11.87%
Trading: 27.09%
I am finally back to the normal mode -- below S&P. Before today, I was
below S&P for 2 days during 2009. Lost to index by 2% this week. |
b*****e
发帖数: 1125 | 2 Then you should know it's not easy to be a portfolio manager.
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 08/07/09
: YTD:
: Overall: 11.53%
: 备注:
: S&P 500: 11.87%
: Trading: 27.09%
: I am finally back to the normal mode -- below S&P. Before today, I was
: below S&P for 2 days during 2009. Lost to index by 2% this week.
|
K****D
发帖数: 30533 | 3 Why is that? I beat the index 96% of the time this year, no?
Even if I lose to it everyday after today, I am still more than
50%, no?
My goal is to beat S&P on 12/31/09. Right now the gap is still
not big enough for me to start doing things yet, hehe. I see an
exact 50% chance for me to achieve that.
The difference this year is that I got bored to track the index
3 months ago and my portfolio is no longer an index portfolio.
i.e., my portfolio lagged not due to bad picks, but due to too
high cas
【在 b*****e 的大作中提到】
: Then you should know it's not easy to be a portfolio manager.
|
s**********n
发帖数: 868 | 4 21.9%, back to the level two weeks ago, so I lost to SP500 by 3% in the two
weeks, due to FSLR's selloff, close to 20% cash level and close to 15%
holding in I-don't-move WMT.
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 08/07/09
: YTD:
: Overall: 11.53%
: 备注:
: S&P 500: 11.87%
: Trading: 27.09%
: I am finally back to the normal mode -- below S&P. Before today, I was
: below S&P for 2 days during 2009. Lost to index by 2% this week.
|
j****h
发帖数: 219 | 5 YTD 14.96% with one of my investment account.
Allocation (%) Fund
3.86% Fidelity America Fund
3.06% Fidelity Emerging Markets Fund
4.03% Fidelity Euro Balanced Fund
9.90% Fidelity Euro Currency Fund
2.76% Fidelity Euro Stoxx 50 Fund
63.44% Fidelity European Growth Fund
1.61% Fidelity FE Pacific Fund
0.77% Fidelity International Bond Fund
1.30% Fidelity International Fund
3.53% Fidelity Sterling Currency Fund
0.86% Fidelity US Dollar Bond Fund
4.88% Fidelity US Dollar Cash |
b*****e
发帖数: 1125 | 6 From what you said here, you have a long way to go to understand the art of
investment. (sorry, no offence.)
Although you beat the index 96% of time, what ppl usually care the most is
the final result, not the interim process. I dont mean the interim process
is not important, but the praise only goes to the final winner.
【在 K****D 的大作中提到】
: Why is that? I beat the index 96% of the time this year, no?
: Even if I lose to it everyday after today, I am still more than
: 50%, no?
: My goal is to beat S&P on 12/31/09. Right now the gap is still
: not big enough for me to start doing things yet, hehe. I see an
: exact 50% chance for me to achieve that.
: The difference this year is that I got bored to track the index
: 3 months ago and my portfolio is no longer an index portfolio.
: i.e., my portfolio lagged not due to bad picks, but due to too
: high cas
|
k***n
发帖数: 3158 | 7 when is final?
the day people die?
of
【在 b*****e 的大作中提到】
: From what you said here, you have a long way to go to understand the art of
: investment. (sorry, no offence.)
: Although you beat the index 96% of time, what ppl usually care the most is
: the final result, not the interim process. I dont mean the interim process
: is not important, but the praise only goes to the final winner.
|
K****D
发帖数: 30533 | 8 I thought I said "I see an exact 50% chance for me to achieve that."
of
【在 b*****e 的大作中提到】
: From what you said here, you have a long way to go to understand the art of
: investment. (sorry, no offence.)
: Although you beat the index 96% of time, what ppl usually care the most is
: the final result, not the interim process. I dont mean the interim process
: is not important, but the praise only goes to the final winner.
|
K****D
发帖数: 30533 | 9 12/31/2009 in my dictionary.
【在 k***n 的大作中提到】
: when is final?
: the day people die?
:
: of
|
a******o
发帖数: 7982 | 10 好多欧洲，international呀
【在 j****h 的大作中提到】
: YTD 14.96% with one of my investment account.
: Allocation (%) Fund
: 3.86% Fidelity America Fund
: 3.06% Fidelity Emerging Markets Fund
: 4.03% Fidelity Euro Balanced Fund
: 9.90% Fidelity Euro Currency Fund
: 2.76% Fidelity Euro Stoxx 50 Fund
: 63.44% Fidelity European Growth Fund
: 1.61% Fidelity FE Pacific Fund
: 0.77% Fidelity International Bond Fund
|
a**e
发帖数: 5794 | 11 1.7%
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 08/07/09
: YTD:
: Overall: 11.53%
: 备注:
: S&P 500: 11.87%
: Trading: 27.09%
: I am finally back to the normal mode -- below S&P. Before today, I was
: below S&P for 2 days during 2009. Lost to index by 2% this week.
|
f****t
发帖数: 1063 | 12 100% cash?
【在 a**e 的大作中提到】
: 1.7%
|
j****h
发帖数: 219 | 13 The 2008 yield is -41.66% for this account. Now it is still underwater -32%.
【在 j****h 的大作中提到】
: YTD 14.96% with one of my investment account.
: Allocation (%) Fund
: 3.86% Fidelity America Fund
: 3.06% Fidelity Emerging Markets Fund
: 4.03% Fidelity Euro Balanced Fund
: 9.90% Fidelity Euro Currency Fund
: 2.76% Fidelity Euro Stoxx 50 Fund
: 63.44% Fidelity European Growth Fund
: 1.61% Fidelity FE Pacific Fund
: 0.77% Fidelity International Bond Fund
|
f****t
发帖数: 1063 | 14 you are in Euro?
how come we cannot see the ticket and buy it for some of funds?
for example, Fidelity Sterling Currency Fund, is not on the fidelity list.
【在 j****h 的大作中提到】
: YTD 14.96% with one of my investment account.
: Allocation (%) Fund
: 3.86% Fidelity America Fund
: 3.06% Fidelity Emerging Markets Fund
: 4.03% Fidelity Euro Balanced Fund
: 9.90% Fidelity Euro Currency Fund
: 2.76% Fidelity Euro Stoxx 50 Fund
: 63.44% Fidelity European Growth Fund
: 1.61% Fidelity FE Pacific Fund
: 0.77% Fidelity International Bond Fund
|
