K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
03/05/10
YTD:
3.29%
S&P 500: 2.12%
备注:
Lost to index by 1.3% this week (1.8% vs 3.1%).
Switched to a portfolio that tracks index earlier this week. Hope it
can keep my slight advantage over the index for some time.
Pumped some cash into portfolio on Thursday after budgeting. Portfolio
size increased approx. 9%. |
t*******d
发帖数: 2570 | 2 Stock: 14.69%
Mutual fund: 0.96%
Sold a covered call on Monday, which is not included in the calculation. |
a**n
发帖数: 2431 | 3 Personal Rate of Return from 01/01/2010 to 03/05/2010 is -0.2%
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 03/05/10
: YTD:
: 3.29%
: S&P 500: 2.12%
: 备注:
: Lost to index by 1.3% this week (1.8% vs 3.1%).
: Switched to a portfolio that tracks index earlier this week. Hope it
: can keep my slight advantage over the index for some time.
: Pumped some cash into portfolio on Thursday after budgeting. Portfolio
|
s**********n
发帖数: 868 | 4 -0.5%
Lost another 0.8% to index this week (2.3% vs 3.1%).
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 03/05/10
: YTD:
: 3.29%
: S&P 500: 2.12%
: 备注:
: Lost to index by 1.3% this week (1.8% vs 3.1%).
: Switched to a portfolio that tracks index earlier this week. Hope it
: can keep my slight advantage over the index for some time.
: Pumped some cash into portfolio on Thursday after budgeting. Portfolio
|
J******s
发帖数: 913 | 5 My 401K was in TRVRX on 12/31, I moved to money market on 1/8. +3.5% gain
I moved it back to TRGMX on 1/22, and it is still in it. +7.5%
So this year I got 11% for my 401K.
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 03/05/10
: YTD:
: 3.29%
: S&P 500: 2.12%
: 备注:
: Lost to index by 1.3% this week (1.8% vs 3.1%).
: Switched to a portfolio that tracks index earlier this week. Hope it
: can keep my slight advantage over the index for some time.
: Pumped some cash into portfolio on Thursday after budgeting. Portfolio
|
s**********d
发帖数: 36899 | 6 market timing.
【在 J******s 的大作中提到】
: My 401K was in TRVRX on 12/31, I moved to money market on 1/8. +3.5% gain
: I moved it back to TRGMX on 1/22, and it is still in it. +7.5%
: So this year I got 11% for my 401K.
|
r****e
发帖数: 867 | 7 Personal Rate of Return from 01/01/2010 to 03/05/2010 is 0.3% |
m**********w
发帖数: 4161 | 8 没看懂。401k能这么跳来跳去？
另外什么基金一周就涨3.5%？
【在 J******s 的大作中提到】
: My 401K was in TRVRX on 12/31, I moved to money market on 1/8. +3.5% gain
: I moved it back to TRGMX on 1/22, and it is still in it. +7.5%
: So this year I got 11% for my 401K.
|
a**e
发帖数: 5794 | 9 TIAA两个基金，数据是对的。
同样时间点对SPY操作的话会有7.5%。基金比大盘波动大是正常的。
有些基金持有30天就可以卖出，但是卖出后30天内不能买入，所以他
买了另一种基金。
【在 m**********w 的大作中提到】
: 没看懂。401k能这么跳来跳去？
: 另外什么基金一周就涨3.5%？
|
