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Investment版 - 今年到目前为止401K的收益率应该多少算可以?
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相关话题的讨论汇总
话题: 401k话题: bonds话题: 2014话题: single话题: small
进入Investment版参与讨论
1 (共1页)
y***n
发帖数: 114
1
我才small single digit。想参考一下看看是不是要调整一下组合。
r****m
发帖数: 1204
2
这个要看你怎么投的, benchmark会不一样的。
p****4
发帖数: 517
3
Single digit is not bad. The following are comparison (2013 vs 2014)between
%return by the end of May for the six funds I have had invested in my IRA
account.
2013/2014
Small Cap Value 19.61%/2.89%
S&P 500 Index 15.37%/4.96%
Company Stock fund 20.71%/5.56%
REIT 6.33%/16.28%
H/Y Bonds 3.11%/4.00%
Global Conv Bonds 12.09%/4.38%
I would be very happy if I can get 10% overall in 2014.
i**********o
发帖数: 5993
4
我401K 6.44% so far. 每月底自动投.
S**C
发帖数: 2964
5
I only care about at least peak-to-peak and trough-to-trough time frame,
anything less than that is just noise.
If one so inclined to compare, here we go
http://news.morningstar.com/index/indexReturn.html

【在 y***n 的大作中提到】
: 我才small single digit。想参考一下看看是不是要调整一下组合。
m**********e
发帖数: 80
6
今年的行情应该很不错吧。
1 (共1页)
进入Investment版参与讨论
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roth ira 买municipal bond是不是亏了?reits index在MF portfolio里的位置
请教Roth IRA为什么最近REIT跌这么多?
From Tax perspective, Invest in REIT in traditional IRA a good strategy?个人测算 Roth ira > 现金账户 > 401k
Self-Directed IRA 投资ICROSS FUND, Bond,請教一下sharebuilder的Buy Stock for $4 with automatic investing適不適合我
相关话题的讨论汇总
话题: 401k话题: bonds话题: 2014话题: single话题: small