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。
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m**********e 发帖数: 80 | |