K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
07/30/10
YTD:
-4.37%
S&P 500: -1.21%
备注:
Tied with index (+0.0% vs -0.1%). Such a flat week... |
t*******d
发帖数: 2570 | 2 mutual fund: 1.0%
Stock: 18.24% |
W***i
发帖数: 833 | 3 401k %; S&P -1.12%
A share -3.66%; Shanghai Index -19.5%
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
W***i
发帖数: 833 | 4 401k %; S&P -1.12%
A share -3.66%; Shanghai Index -19.5%
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
z****l
发帖数: 5282 | 5 肯弟，你是不是被动投资?
今年开始，俺开始主动re-balance 401K，YTD 5.7% as of today.
What I did:
beginning of the year,
25% REIT, 50% Conserv fixed income,
15% Money Market, 10% employer stock
got a good ride with REIT until Dow hit 10800, sold all REIT.
at 10300, 20% in internation stock
at 9700, 30% in REIT again
days ago at 10500, sold international and employer stock
today 30% REIT, 25% Conserv fixed income, 45% MM.
Near term, democrats are likely to lose control of House.
The uncertainty is a potential risk. I wou
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
s*******2
发帖数: 21 | 6 you sure S&P 500 number is right?
VFINX YTD is -0.18%
edit: you probably missed the dividend
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
s*******2
发帖数: 21 | 7 博士用401k做trading..厉害
【在 z****l 的大作中提到】
: 肯弟，你是不是被动投资?
: 今年开始，俺开始主动re-balance 401K，YTD 5.7% as of today.
: What I did:
: beginning of the year,
: 25% REIT, 50% Conserv fixed income,
: 15% Money Market, 10% employer stock
: got a good ride with REIT until Dow hit 10800, sold all REIT.
: at 10300, 20% in internation stock
: at 9700, 30% in REIT again
: days ago at 10500, sold international and employer stock
|
z****l
发帖数: 5282 | 8 房奴没钱玩taxable
state capital gain tax rate is 12% I can't afford
【在 s*******2 的大作中提到】
: 博士用401k做trading..厉害
|
K****D
发帖数: 30533 | 9 I never counted dividend since day 0.
There is no easy way to count dividend from S&P.
I may consider switching target to (S&P 500 + 2.0%) next year.
【在 s*******2 的大作中提到】
: you sure S&P 500 number is right?
: VFINX YTD is -0.18%
: edit: you probably missed the dividend
|
s*******2
发帖数: 21 | 10 oh. why not use a S&P500 mf then? You can't invest in an index anyway. :)
【在 K****D 的大作中提到】
: I never counted dividend since day 0.
: There is no easy way to count dividend from S&P.
: I may consider switching target to (S&P 500 + 2.0%) next year.
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K****D
发帖数: 30533 | 11 I have been pretty much 被动投资 for 4 months now. (Turnover ratio
duirng this period should be below 20%.)
And my home-made index fund lost about 7% to S&P in this period...
【在 z****l 的大作中提到】
: 肯弟，你是不是被动投资?
: 今年开始，俺开始主动re-balance 401K，YTD 5.7% as of today.
: What I did:
: beginning of the year,
: 25% REIT, 50% Conserv fixed income,
: 15% Money Market, 10% employer stock
: got a good ride with REIT until Dow hit 10800, sold all REIT.
: at 10300, 20% in internation stock
: at 9700, 30% in REIT again
: days ago at 10500, sold international and employer stock
|
s*******2
发帖数: 21 | 12 俺这里攒钱准备downpay当房奴，啥都不敢玩。。
【在 z****l 的大作中提到】
: 房奴没钱玩taxable
: state capital gain tax rate is 12% I can't afford
|
K****D
发帖数: 30533 | 13 In excel sheet it is diffidult to compute the real return. I use web
query which can only get the closing price (NAV) everyday.
【在 s*******2 的大作中提到】
: oh. why not use a S&P500 mf then? You can't invest in an index anyway. :)
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s*******2
发帖数: 21 | 14 excel! that's why you are so fast every time.
I have no idea what my ytd is..
【在 K****D 的大作中提到】
: In excel sheet it is diffidult to compute the real return. I use web
: query which can only get the closing price (NAV) everyday.
|
z****l
发帖数: 5282 | 15 是啊，就因为此，错过了2009大跌和大涨
【在 s*******2 的大作中提到】
: 俺这里攒钱准备downpay当房奴，啥都不敢玩。。
|
s*******2
发帖数: 21 | 16 what web query did you use? you should be able to get a MF ytd easily, right?
【在 K****D 的大作中提到】
: In excel sheet it is diffidult to compute the real return. I use web
: query which can only get the closing price (NAV) everyday.
|
z****l
发帖数: 5282 | 17 I have to count on Fidelity's YTD
difficult to do own math.
【在 s*******2 的大作中提到】
: excel! that's why you are so fast every time.
: I have no idea what my ytd is..
|
s*******2
发帖数: 21 | 18 fidelity 401k ytd is always one day late..
【在 z****l 的大作中提到】
: I have to count on Fidelity's YTD
: difficult to do own math.
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K****D
发帖数: 30533 | 19 MSN. I forgot the exact URL.
I usually run the excel about 20 minutes after market close and get
an up-to-date YTD. (I currently have 0 MFs in my portfolio. If I do
I have to run the query at around 2 hrs after market close.)
right?
【在 s*******2 的大作中提到】
: what web query did you use? you should be able to get a MF ytd easily, right?
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z****l
发帖数: 5282 | 20 yes. but the change in value is available late in the night.
you can get good estimate easily.
My YTD as of yesterday was 5.5%.
I add the diff myself, get 5.7% YTD for today.
【在 s*******2 的大作中提到】
: fidelity 401k ytd is always one day late..
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a*****s
发帖数: 3643 | |
k***n
发帖数: 3158 | 22 be careful with it
long bond is close to form the triple top at 129
I almost pulled triger for TBT today towards the close
【在 a*****s 的大作中提到】
: Bond is the way to go.
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s*******2
发帖数: 21 | 23 hehe. got it.
【在 K****D 的大作中提到】
: MSN. I forgot the exact URL.
: I usually run the excel about 20 minutes after market close and get
: an up-to-date YTD. (I currently have 0 MFs in my portfolio. If I do
: I have to run the query at around 2 hrs after market close.)
:
: right?
|
s**********n
发帖数: 868 | 24 -0.7%
lost 1% this week.
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
a**n
发帖数: 2431 | 25 Around 4.9% YTD
For the past 8 months, Roughly 60% in a causality insurance corp and 40% in
a MF with OK history record
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 07/30/10
: YTD:
: -4.37%
: S&P 500: -1.21%
: 备注:
: Tied with index (+0.0% vs -0.1%). Such a flat week...
|
t***s
发帖数: 163 | 26 second this.
No long term bond
【在 k***n 的大作中提到】
: be careful with it
: long bond is close to form the triple top at 129
: I almost pulled triger for TBT today towards the close
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d*****1
发帖数: 1837 | 27 Taxable: 1.00%
Retirement: 8.82% |
s*******2
发帖数: 21 | 28 you TA gods and market timers know everything. :P
【在 t***s 的大作中提到】
: second this.
: No long term bond
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