K****D 发帖数: 30533 | 1 日期(MM/DD/YY):
04/02/10
YTD:
9.47%
S&P 500: 5.65%
备注:
Lost to index by 0.2% (+0.8% vs +1.0%). I guess it\'s just normal
fluctuation.
Haven\'t done anything since I adjusted my portfolio to \"home made\"
indexing
mode 4 weeks ago. |
K****D 发帖数: 30533 | 2 First quarter yield chart is attached.
For the 2nd year in a row, I've had a great Q1. Better yield and
less volatility, cannot complain.
【在 K****D 的大作中提到】 : 日期(MM/DD/YY): : 04/02/10 : YTD: : 9.47% : S&P 500: 5.65% : 备注: : Lost to index by 0.2% (+0.8% vs +1.0%). I guess it\'s just normal : fluctuation. : Haven\'t done anything since I adjusted my portfolio to \"home made\" : indexing
|
t*******d 发帖数: 2570 | 3 Mutual fund: 3.73%
Stock: 22.50%
Got lucky on one of the stock holdings. |
a**n 发帖数: 2431 | 4 Personal Rate of Return from 01/01/2010 to 04/01/2010 is 3.3%
继续落后大盘
【在 K****D 的大作中提到】 : 日期(MM/DD/YY): : 04/02/10 : YTD: : 9.47% : S&P 500: 5.65% : 备注: : Lost to index by 0.2% (+0.8% vs +1.0%). I guess it\'s just normal : fluctuation. : Haven\'t done anything since I adjusted my portfolio to \"home made\" : indexing
|
s**********n 发帖数: 868 | 5 +1.0%.
Eventually I ended my losing streak to the index. +1.9% this week.
【在 K****D 的大作中提到】 : 日期(MM/DD/YY): : 04/02/10 : YTD: : 9.47% : S&P 500: 5.65% : 备注: : Lost to index by 0.2% (+0.8% vs +1.0%). I guess it\'s just normal : fluctuation. : Haven\'t done anything since I adjusted my portfolio to \"home made\" : indexing
|
r****e 发帖数: 867 | 6 Personal Rate of Return from 01/01/2010 to 04/01/2010 is 3.9% |