c******g
发帖数: 2323 | 1
Wellington
赞！能解释一下你推荐的这两个的原因吗？ |
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s*****3
发帖数: 1673 | 2 好详细的回复，非常感谢!
你说的fund,stock都是401k里面的么
因为公司用的是massmutual, plan里面没有个股的,现在投的好像都是stock。。。
Large Cap Value, Mid Cap Growth, Small Cap Value之类
比如
Select Fundamental Value (Wellington)
Vanguard Balanced Index Fund
Advantage Dow Jones Target 20xx II (Wells Fargo)
MM S&P 500 Index (Northern Trust)
Select Mid Cap Growth II (TRP/Frontier)
New Horizons (T. Rowe Price)
贴个New Horizons (T. Rowe Price)的 Portfolio Analysis, 不太明白这个算什么。
。。
2013 Q1 存了2k,挣了60差不多...
券。 |
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S**C
发帖数: 2964 | 3 A few allocation funds such as Vanguard Wellington would likely serve you
well since you tend to looking for the problem child(ren) in your portfolio,
which often times leads to buy-high-and-sell-low. |
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S**C
发帖数: 2964 | 4 The Prophet recently speaks of dividend equities, he does not rebalance,
uses both index funds and actively managed funds such as Wellington. I do
not know if he times the market sometime, but he certainly sound very very
bearish in April 2000, right before bubble bursting. I suspect he did, maybe
a little earlier.
The Prophet is less dogmatic than his acolytes - sounds familiar in the
history of religion. |
|
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a*******a
发帖数: 1336 | 6 谁都能买
想省事的话这些都行
target retirement fund
star fund
Wellington
Wellesley |
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k*****k
发帖数: 78 | 7 我朋友是财务顾问，她建议我在401K里100%投到 American Century One Choice 2045
Portfolio Fund (ARORX) ，但是我看了YTD Return 似乎并不理想，背后的理由是什么？
我是菜鸟，谢谢各位指导啦！
American Funds Balanced Fund (RLBBX) 12.25%
American Century One Choice 2045 Portfolio Fund (ARORX) 11.75%
American Century One Choice 2050 Portfolio Fund (ARFWX) 12.06%
Select Fndmntl Val Fd (Wellington) (MFUAX) 22.07%
Mutual Financial Services Fund (TFSIX) 16.35%
Select Focused Value Fund (Harris) (MFVAX) 23.53%
MM S&P 500 Index Fund (MIEAX) ... 阅读全帖 |
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d**********g
发帖数: 227 | 8 刚毕业第一份工作，完全对怎么分配401没概念，现在公司提供一下选项，请大家帮忙
看看该选哪几项，该如何分配比例？我算是一个比较保守的人，不求赚太多，希望不赔
吧。
多谢大家！
BlackRock LifePath Index Ret
BlackRock LifePath Index 2015
BlackRock LifePath Index 2020
BlackRock LifePath Index 2025
BlackRock LifePath Index 2030
BlackRock LifePath Index 2035
BlackRock LifePath Index 2040
BlackRock LifePath Index 2045
BlackRock LifePath Index 2050
BlackRock LifePath Index 2055
BlackRock US Debt Index Fund
BlackRock Russell 1000 Index
BlackRock Russell 2000 Index
BlackRock MSCI... 阅读全帖 |
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s*********0
发帖数: 2045 | 9 你父母的钱，交什么税？根本不用考虑。
另外5年的horizon，80%股票风险太大，最多像Wellington那样的分配。 |
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M******7
发帖数: 84 | 10 好像是vangard最老的fund了，大概65%stock,35%bond。对6-10年的投资期限，是不是
少操心的一个选择呢？大家还有什么好的index fund推荐呢？ |
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S**C
发帖数: 2964 | 11 A very good choice to gain exposure to US mega cap and investment grade
corporate bonds. You may want to supplement it with international equities. |
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a*w
发帖数: 4495 | 12 这个是委托给Vanguard创始人的老东家管理的active fund。 |
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D*****t
发帖数: 558 | 13 why do you have to trade? buy a vanguard taget date fund, or vanguard star
fund, or vanguard wellington fund. then forget about it. you pay next to
nothing and will beat most people using advisory service. |
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D*****t
发帖数: 558 | 14 I have the view that 70/30 or 60/40 portfolios are universally appropriate
for any long term investors regardless of age. I can totally see your point
(imagine the folks at Permanent Portfolio who are sitting on a pile of
long term treasuries. You have to admire their strong stomach.) But just
look at the performance of those well estabilished balnced portfolio, such
as Vang. Wellington Fund. VWELX has followed the same balanced strategy
since its inception in 1929. It has endured i don't know ... 阅读全帖 |
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S**C
发帖数: 2964 | 15 In the process leave out Wellington and Wellesley and many other low cost
active managed funds. I guess take a all-or-nothing approach has its
limitations. |
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S**C
发帖数: 2964 | 16 You can hardly find a combination of index funds to beat Wellington over
long-term (at least a market cycle) with similar allocation (60-65% large/
mega cap, mostly US, and 35-40% investment grade corporate bonds), which
carries a ER of 0.26%, and you filter it out since 0.26% > 0.2%.
Same for Wellesley. |
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S**C
发帖数: 2964 | 17 http://finance.yahoo.com/news/vanguard-seeks-sec-permission-iss
Interesting.
"In a March 7 filing with the U.S. Securities and Exchange commission,
Vanguard said it was seeking permission to issue active ETFs on existing
funds.
These could include its Vanguard Explorer Fund, Vanguard Wellington Fund,
bond index and municipal bond funds." |
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g*********e
发帖数: 14401 | 18 我也是schwab 这个样子如何？ 今年ytd大概是4.8% 不过我本金比较小了
Schwab S&P 500 Index 61%
Vanguard Mid Cap Index Adm 20%
Vanguard Wellington Admiral 19% |
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w**1
发帖数: 1014 | 19 我觉得可以，你们有没有international index fund?
Wellington是65/35(stock/fixed income)，你可以先考虑一下overall asset
allocation, 然后within stock, US/international. 找low ER的，完了一年调整一
次就行了。 |
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h***n
发帖数: 1600 | 20 Schwab S&P 500 Index: domestic large blend
Vanguard Mid Cap Index Adm: domestic mid cap
Vanguard Wellington Admiral: 65% S&P 500 Index and 35% Barclays U.S. Credit
A or Better Bond Index |
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f*********7
发帖数: 1040 | 21 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
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M********r
发帖数: 278 | 22 皇上固执归固执，但总心平气和的，这点我喜欢。 ok, 前面解释了tracking error,
自己去查查数据。我来解释7%的事。buy and hold a balanced portfolio, 长期下来
（〉十年）， 年化回报率6-7% 甚至更高（after fund ER, before tax on dividend
and share sales, nominal return)同样有据可查。最简单的办法你去查查vanguard
的那些balanced fund， 比如star fund, balanced index fund, wellington, 以及那
些asset allocation funds and target date fund.更不用说那些有名的asset
allocation models, 比如 coffee house, couch potato, Aronson family
http://www.marketwatch.com/lazyportfolio
我自己的60/40 portfolio (all VG funds, index an... 阅读全帖 |
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gr
发帖数: 2958 | 23 老牌fund 最近十年也能beat 所有的 target life fund 感觉是个不错的balance fund
VWELX，适合投401啊，大家怎么看？ |
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n********e
发帖数: 1789 | 24 401k里面有这些选择， 请问选择哪个/哪些比较好啊？ 谢谢
[Balanced]
(1) Vanguard Wellington Admiral Fund, ER=0.16%
(2) Vanguard Target Fund (2015 ~ 2060), ER=0.16%
(3) PIMCO All Asset Institutional Fund, ER=1.07%
[Large Cap]
(1) Equity Income Inst Fund by (Principal Global Investors), ER=0.52%
(2) Vanguard 500 Index Admiral Fund, ER=0.04%
(3) MFS Growth R6 Fund by (Mass Financial Svc Co), ER=0.62%
[Small/Mid Cap]
(1) Vanguard Mid Cap Index Admiral Fund, ER=0.06%
(2) MidCap Inst Fund by (Principal Global Investors), ER=0.... 阅读全帖 |
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E*******r
发帖数: 2710 | 25 All in Vanguard Wellington and than adjust your portfolio after you figure
out whether/how much Mid Cap and/or Small Cap and/or International Vanguard
fund you want. |
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u****e
发帖数: 99 | 26 Wellington or target, set and forget if you don't want to learn financial
planning.
You are lucky to have so many vanguard funds. Excellent choices. |
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n********e
发帖数: 1789 | 27 401k里面有这些选择， 请问选择哪个/哪些比较好啊？ 谢谢
[Balanced]
(1) Vanguard Wellington Admiral Fund, ER=0.16%
(2) Vanguard Target Fund (2015 ~ 2060), ER=0.16%
(3) PIMCO All Asset Institutional Fund, ER=1.07%
[Large Cap]
(1) Equity Income Inst Fund by (Principal Global Investors), ER=0.52%
(2) Vanguard 500 Index Admiral Fund, ER=0.04%
(3) MFS Growth R6 Fund by (Mass Financial Svc Co), ER=0.62%
[Small/Mid Cap]
(1) Vanguard Mid Cap Index Admiral Fund, ER=0.06%
(2) MidCap Inst Fund by (Principal Global Investors), ER=0.... 阅读全帖 |
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E*******r
发帖数: 2710 | 28 All in Vanguard Wellington and than adjust your portfolio after you figure
out whether/how much Mid Cap and/or Small Cap and/or International Vanguard
fund you want. |
|
u****e
发帖数: 99 | 29 Wellington or target, set and forget if you don't want to learn financial
planning.
You are lucky to have so many vanguard funds. Excellent choices. |
|
z****e
发帖数: 54598 | 30 凤凰科技 2015/10/22 07:48
Dropbox CEO德鲁·休斯顿去年参加在都柏林举行的一个科技大会。他在2007年创建了
这家公司
凤凰科技讯 北京时间10月21日消息，美国《华尔街日报》网络版今日撰文指出，在科
技行业繁荣时期，创业公司可以轻松拿到融资，而且估值还高得离谱。但是，随着曾经
火热的风投市场风光不再，科技公司IPO（首次公开募股）市场也开始跟着降温。数据
显示，进入今年以来，只有14%的美国IPO交易来自于科技公司，占比创下20年来的最低
点。
以下为文章全文：
去年，在线存储服务提供商Dropbox轻而易举便将自己的估值从40亿美元推高至100亿美
元，该公司CEO也由此成为硅谷新晋亿万富翁之一。
然而，围绕Dropbox的热度已开始消退。据多位知情人士透露，多家投资银行担心，这
家总部设在旧金山的公司可能无法以100亿美元的估值上市，这不啻于给最近入股
Dropbox的投资机构以及希望借上市发财的员工们泼了一盆冷水。
IPO交易占比为20年来最低
Dropbox向监管部门提交的文件显示，贝莱德集团已将其对Dropbox每股收益预期下调24
%。贝莱德集团... 阅读全帖 |
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a****3
发帖数: 1 | 31 My name is XI SHA. I am an expirenced piano teacher with more than 14
years teaching experience. I had taught at China Conservatory for 7 years
before I came to America , and now I am persuing a master degree in New
England Conservatory.
The piano lesson will be delivered at my home at Medford ( 5 minutes
from Orange line Wellington station). If you are looking for a piano teacher
, please contact me for more information, 781-985-9660 |
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c*****l
发帖数: 631 | 32 Texas
Lewisville Isd
Denton County
Elementary: Wellington Elementary School
Middle School: Mckamy Middle School
High School: Flower mound high school
could you send me at k****[email protected]
Thanks a lot! |
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v***o
发帖数: 1542 | 33 Flower Mound 的wellington所有学校都是exemplary! 而且Flower Mound治安很好， 基本没有apartment.
Plano 以前学区很好，但现在好多学校都不是exemplary了，主要是3所高中都不是了。
另外提到的几个区学校比Plano都要差一些。 |
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s******y
发帖数: 53 | 34 I live in Lexington, don't buy this one. I recommend som where near beaumont
or wellington area. |
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f*********7
发帖数: 1040 | 35 请高手指点：vanguard Roth IRA 买哪个funds 比较合适？
PS：新手，对股票知识是白痴 （也 不准备买）。准备３０年后退休，可以承担low－
moderate risk。 可供选择的below： thanks
Mutual funds
General attributes
Name (Minimum)
Ticker
Asset
Class
Fund No.
Expense ratio
Admiral Treasury Money Market
VUSXX
Money Market
0011
0.09%
Federal Money Market
VMFXX
Money Market
0033
0.11%
Prime Money Market ($3,000 minimum)
VMMXX
Money Market
0030
0.16%
Short-Term Bond Index ($3,000 minimum)
VBISX
Bond - Short-term Investment
0132
0.20%
Short-Term Federal ($3... 阅读全帖 |
|
r*******g
发帖数: 32828 | 36 China wants 'one-child' compensation over NZ quake
(03-13) 23:45 PDT WELLINGTON, New Zealand (AP) --
A Chinese official said Monday that New Zealand should consider special
compensation to parents of Chinese students killed in an earthquake last
month because their loss was magnified under the country's one-child policy.
Seven students from China have been identified among the 166 confirmed
deaths in the quake that devastated Christchurch city on Feb. 22, and as
many as 20 others are still missi... 阅读全帖 |
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c***m
发帖数: 2630 | 37 http://www.nvidia.com/object/wetadigital_avatar.html
nvidia and Avatar.
Avatar, the breakthrough stereoscopic 3D feature film from James Cameron and
Twentieth Century Fox opened on December 18, 2009 with a record breaking
opening weekend of over $77 million for any 3D movie, and grossing over $1
billion worldwide since then. The film features lushly detailed scenes and
an extensive cast of virtual characters set in computer generated (CG)
environments.
Wellington, NZ-based Weta Digital, the prim |
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c*****r
发帖数: 8227 | 38 O8这又是要唱哪一出？搞出大规模赎回就不好玩儿了。
HFs & MFs Subpoenaed (for insider trading investigation) so far:
Diamondback Capital Management
Level Global Investors LP
Janus Capital Group Inc
Wellington Management Co
SAC Capital Advisors
Citadel Asset Management
Millennium Management LLC
Maverick Capital |
|
h******i
发帖数: 643 | 39 大holder 里面没看见MS呀，倒是有chase
-----------------------------------------
Holder Shares % Out
STATE STREET CORPORATION 460,496,575 4.54
VANGUARD GROUP, INC. (THE) 375,365,877 3.7
BlackRock Institutional Trust Company, N.A. 256,552,573 2.53
JP MORGAN CHASE & COMPANY 204,909,812 2.02
WELLINGTON MANAGEMENT COMPANY, LLP 161,691,214 1.6
Capital Research Global Investors 131,327,985 1.3
Bank of New York Mellon Corporation 116,396,174 1.15
Capital World Investo... 阅读全帖 |
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d*****d
发帖数: 10658 | 40 Which one is MM?
Name Shares Held Position Value Percentage of
Total Holdings
since 5/3/12 % Owned
of Shares
Outstanding Turnover
Rating
Fidelity ... 22.7M $1,020,024,537 +14% 14.7% Low
Stiller (Robert P) 15.0M $701,576,265 +9% 9.7% Low
Wellington ... 13.0M $582,946,217 +8% 8.4% Low
Capital Research ... 11.3M $505,439,587 +7% 7.3% Low
Magowan (Stephen P) 8.5M $381,783,562 +5% 5.5% Low
Luigi Lavazza S.p.A. 7.7M $513,171,152 +5% 5.0% Low
Columbia ... 6.1M $274,489,759 +4% 4.0% Low
Blac... 阅读全帖 |
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d*****d
发帖数: 10658 | 41 哪里查来的？cnbc的网站上显示mcp的机构持有70％。
Top Institutional HoldersConcentration of Current % Held
Top 10 Institutions: Top 20 Institutions: Top 50 Institutions: All:
Low
Avg. Turnover Rating Name Shares Held Position Value Percentage of
Total Holdings
since 5/3/12 % Owned
of Shares
Outstanding Turnover
Rating
Resource Capital ... 13.8M $331,975,835 +16% 14.4% Low
Molibdenos y ... 12.5M $361,500,000 +15% 13.0% --
Morgan Stanley ... 8.7M $207,431,340 +10% 9.0% Low
Pegasus Capital ... 8.0M $269... 阅读全帖 |
|
D******e
发帖数: 11265 | 42 http://finance.yahoo.com/news/ackman-says-believes-j-c-02432305
NEW YORK (Reuters) - Troubled J.C. Penney Co Inc (JCP.N) has hired
Blackstone Group LP's (BX.N) financial advisory arm to explore how best to
position the firm financially, three sources said on Thursday, while key
investor William Ackman said shareholders were willing to put up more
capital.
The prospect of financial backing is likely to help soothe investors rattled
by the department store chain's controversial decision this week ... 阅读全帖 |
|
t*****9
发帖数: 10416 | 43 传阿里巴巴IPO吸引美国6家大型共同基金参与
知情人士表示，富达投资、贝莱德, T. Rowe Price, Wellington Management,
Putnam Investments，Waddell & Reed 希望买入该股。知情人士称，上述六大机构投
资者都希望买入至少10亿美元阿里巴巴股票。
这样就合理了，6大总共买了将近 100密林股不卖，实际流通股220密林，trading 272
密林，充分换手了。 |
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s****h
发帖数: 3979 | 44 好久没看401k账户，今天一看，好难过。
去年2月初，SP500 2050点左右的时候，
从
100% SP500 fund
变成
30% fixed income fund, 70% balance (应该是50% bond， 50% stock) fund.
今天指数1881，比2050跌了9%左右。
这期间，bond的return应该是略大于0的。
满心以为会beat同期大盘（SP500)
fixed income能beat 9%
balanced 能beat 4.5%
可是一看，完全不是我想象啊。
这个破fund, Vanguard Wellington™ Fund Admiral™ Shares, MUTF:
VWENX
居然在同期比SP500还差2%！！！
哭死啊哭死。
现在对大盘毫无主意，求建议现在该咋办？ |
|
W***n
发帖数: 11530 | 45 How Index Funds Prevailed
Sep 6, 2016 3:52 PM EDT
By
Stephen Mihm
Forty years ago last week, Vanguard’s John Bogle created the first index
mutual fund, offering investors a guarantee: They would never outperform the
market, but nor would they underperform it. The Index Investment Trust (now
the Vanguard 500 Index Fund) simply tracked the performance of the S&P 500.
Index funds are now a huge business, accounting for trillions of dollars of
mutual fund money. And with good reason: Even though the... 阅读全帖 |
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p**r
发帖数: 5853 | 46 Apple Wellington Green
44.02 mi
Available:
Sep 21 |
|
w*********p
发帖数: 41 | 47 非常非常感谢2位的回复和详细清单， 祝愿Wellington一家拿着绿卡迎接感恩节。 |
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k****t
发帖数: 20 | 48 七天如果玩到milford sound有点太赶了吧，不过那确实是一个好地方
另外南岛的Te Annu（大概这么拼）也是个不错的去处
Xmas前后camping是不错的option，天气适宜
图便宜可以一路住backpacker，人多的话住motel会比backpacker合算
如果时间紧，但尼丁可以不用去了，没什么很特殊的
皇后城，基督城都可逗留
北岛的lake taupo也是值得看一下的，开到auckland的途中顺路
wellington也可以看一下，文化氛围还是不错的
对了，南岛的最北端，picton也是个风景不错的地方，以前tramping常去
还有北岛的east cape是个有名的景点，世界最东点，特别元旦人会很多 |
|
f******r
发帖数: 333 | 49 http://www.mercer.com/qualityoflivingpr#City_Ranking_Tables
City rankings
Top 50 cities: Quality of living ranking
Base City: New York, US (=100)
Rank 2010 City Country Qol index 2010
1 VIENNA AUSTRIA 108.6
2 ZURICH SWITZERLAND 108
3 GENEVA SWITZERLAND 107.9
4 VANCOUVER CANADA 107.4
4 AUCKLAND NEW ZEALAND 107.4
6 DUSSELDORF GERMANY 107.2
7 FRANKFURT GERMANY 107
7 MUNICH GERMANY 107
9 BERN SWITZERLAND 106.5
10 SYDNEY AUSTRALIA 106.3
11 COPENHAGEN DENMARK 106.2
12 WELLINGTON NEW ZEALAND 105.9
13 A |
|
s*********o
发帖数: 282 | 50 香港没什么特别好吃的餐厅，抢个sf等看别人推荐。我推荐两个中餐馆
1. 巴依餐厅 （water street), 新疆菜
2. 宁波同乡会(wellington street? central)，上海菜
都是物美价廉型的，欢迎推荐各种不同类型的 |
|
