z****l
发帖数: 5282 | |
K****D
发帖数: 30533 | 2 Can't connect to my office computer. Has to do it on next tuesday, //sigh.
【在 z****l 的大作中提到】
: to be continued
|
z****l
发帖数: 5282 | 3 Can't wait for yours.
My 401K is 12.5% YTD.
I have been doing rebalance when Dow swings every 400 - 600 points.
A few lessons:
1. in bull trend, should have unloaded less at high and reloaded more at low.
2. have been holding too much cash.
Overall 50% in cash on average through the year.
3. should have not bought fixed income earlier.
Money from fixed income can't go back to Money Market.
I had to exchange into stock first and it was locked for 90 days.
This made me fail to unload any profit in early Nov.
This cost me at least 1%.
【在 K****D 的大作中提到】
: Can't connect to my office computer. Has to do it on next tuesday, //sigh.
|
j*a
发帖数: 14423 | 4 pretty decent return. cong.
low.
【在 z****l 的大作中提到】
: Can't wait for yours.
: My 401K is 12.5% YTD.
: I have been doing rebalance when Dow swings every 400 - 600 points.
: A few lessons:
: 1. in bull trend, should have unloaded less at high and reloaded more at low.
: 2. have been holding too much cash.
: Overall 50% in cash on average through the year.
: 3. should have not bought fixed income earlier.
: Money from fixed income can't go back to Money Market.
: I had to exchange into stock first and it was locked for 90 days.
|
k***n
发帖数: 3158 | 5 Roth 55.21%
regular investment account 18.70%
most stocks I am holding made a nice stride in the last two weeks
hopefully the momentum keeps going into 2011 |
s********u
发帖数: 1054 | 6 very impressive returns. But to be honest, I am wondering how much risk you
have taken with your roth account.
【在 k***n 的大作中提到】
: Roth 55.21%
: regular investment account 18.70%
: most stocks I am holding made a nice stride in the last two weeks
: hopefully the momentum keeps going into 2011
|
k***n
发帖数: 3158 | 7 the risk for individual stock is high, 10%+ swing for most stocks in my
account is unrare
I tried to keep diversification among a broad basket of commodities to
reduce
the overall risk. Also try to do some rotation among different commodities
based on strength/weakness. For example, sold some uranium stocks at high
a few weeks ago and bought rare earth stocks at the low. Will sell some
of these and buy agriculture and energy stocks in the next two months on
weakness.
the biggest risk is a repeat of a commodity selloff like 2008. but I would
rather gamble it not to happen. But you never know.
you
【在 s********u 的大作中提到】
: very impressive returns. But to be honest, I am wondering how much risk you
: have taken with your roth account.
:
|
s********u
发帖数: 1054 | 8 Thanks for sharing! And best wishes for a very sucessful year of 2011!
【在 k***n 的大作中提到】
: the risk for individual stock is high, 10%+ swing for most stocks in my
: account is unrare
: I tried to keep diversification among a broad basket of commodities to
: reduce
: the overall risk. Also try to do some rotation among different commodities
: based on strength/weakness. For example, sold some uranium stocks at high
: a few weeks ago and bought rare earth stocks at the low. Will sell some
: of these and buy agriculture and energy stocks in the next two months on
: weakness.
: the biggest risk is a repeat of a commodity selloff like 2008. but I would
|
f**********8
发帖数: 2276 | 9 My 401K 1-year return is 15.4% |
y****e
发帖数: 23939 | 10 “Money from fixed income can't go back to Money Market.
I had to exchange into stock first and it was locked for 90 days.
This made me fail to unload any profit in early Nov.
This cost me at least 1%.”
这个是哪家的规矩，还是所有的都一样？你用的是哪家？
low.
【在 z****l 的大作中提到】
: Can't wait for yours.
: My 401K is 12.5% YTD.
: I have been doing rebalance when Dow swings every 400 - 600 points.
: A few lessons:
: 1. in bull trend, should have unloaded less at high and reloaded more at low.
: 2. have been holding too much cash.
: Overall 50% in cash on average through the year.
: 3. should have not bought fixed income earlier.
: Money from fixed income can't go back to Money Market.
: I had to exchange into stock first and it was locked for 90 days.
|
|
|
g********x
发帖数: 4671 | 11 401K:Your account activity summary from the beginning of the calendar year
is shown below.
Personal Rate of Return from 01/01/2010 to 12/30/2010 is 20.5%*
85/15 stock/bond split
Taxable retirement account is about 18%. |
m**********r
发帖数: 887 | |
y****e
发帖数: 23939 | 13 401K 14.5%
regular investment account 18.1% |
T*******t
发帖数: 9274 | 14 可怜的Ken DD
【在 K****D 的大作中提到】
: Can't connect to my office computer. Has to do it on next tuesday, //sigh.
|
T*******t
发帖数: 9274 | 15 wa.....高手啊...
【在 k***n 的大作中提到】
: Roth 55.21%
: regular investment account 18.70%
: most stocks I am holding made a nice stride in the last two weeks
: hopefully the momentum keeps going into 2011
|
l******g
发帖数: 81 | 16 401K
Personal Rate of Return from 01/01/2010 to 12/31/2010 is 20.7%
【在 z****l 的大作中提到】
: to be continued
|
t*******d
发帖数: 2570 | 17 Mutual fund: 12.08%
Stock: 50.54%
Will not participate in the showoff anymore.
Here is my current mutual fund portfolio, did not make any adjustment during
the past year, completely buy and hold:
EGLRX (3%), PRLAX(10%), PRASX (10%), VWAHX (24%), VGTSX (26%), VTSMX (27%).
Current stock portfolio, actively managed but only made 12 transactions last
year:
DSX, FTR, HNR, INTC, NXG, TC, VZ, WX.
Stocks used to have, ACAS, AGNC, CBAK, OVTI.
This is not a recommendation for any of the stocks I own. Just to fulfill a
promise I made to someone since some are interested in my stock portfolio
because of my YTD number. Actually if I used the cost based return my return
will be much lower, since most of them crashed in 2008. Just buy holding
them and let them recover I can get a pretty good YTD number. Does not mean
I made any more money. Many of the picks are not found by myself, quite a
few are copies of other people's pick in the stock or investment board in
years before.
I don't ever consider myself a high hand. Just an average investor and
sometimes I get lucky. Hopefully by going through the crisis I get make more
rational decisions next time, but it is never a sure thing. |
T*******t
发帖数: 9274 | 18 hoho...我就知道你一定有HNR....我2010年也就交易了11次，
其中两次还是买错了东西，于是又卖掉...ai...
during
.
last
【在 t*******d 的大作中提到】
: Mutual fund: 12.08%
: Stock: 50.54%
: Will not participate in the showoff anymore.
: Here is my current mutual fund portfolio, did not make any adjustment during
: the past year, completely buy and hold:
: EGLRX (3%), PRLAX(10%), PRASX (10%), VWAHX (24%), VGTSX (26%), VTSMX (27%).
: Current stock portfolio, actively managed but only made 12 transactions last
: year:
: DSX, FTR, HNR, INTC, NXG, TC, VZ, WX.
: Stocks used to have, ACAS, AGNC, CBAK, OVTI.
|
s**********d
发帖数: 36899 | 19 12.5%
annualized 6.2% since 2006. |
s**********n
发帖数: 868 | 20 12.7%.
Compared with SP500's 12.78% and Hengseng's 5.32%.
I ended the year with an 8-week losing streak compared with SP500, and
eventually blew up the lead over SP500.
【在 z****l 的大作中提到】
: to be continued
|
|
|
a**n
发帖数: 2431 | 21 I am 12%
So after a whole year of active management I am losing to sp500
this is life
【在 s**********n 的大作中提到】
: 12.7%.
: Compared with SP500's 12.78% and Hengseng's 5.32%.
: I ended the year with an 8-week losing streak compared with SP500, and
: eventually blew up the lead over SP500.
|
k***e
发帖数: 7933 | 22 my 401K is 19% for 2010. no balance for alomst 3 years.
low.
【在 z****l 的大作中提到】
: Can't wait for yours.
: My 401K is 12.5% YTD.
: I have been doing rebalance when Dow swings every 400 - 600 points.
: A few lessons:
: 1. in bull trend, should have unloaded less at high and reloaded more at low.
: 2. have been holding too much cash.
: Overall 50% in cash on average through the year.
: 3. should have not bought fixed income earlier.
: Money from fixed income can't go back to Money Market.
: I had to exchange into stock first and it was locked for 90 days.
|
K****D
发帖数: 30533 | 23 6.45% vs S&P 500's 12.78%.
Roughly half the yield. Fortunately it's not my worst year.
I lost 7% in 2006 (9% vs 16%), //sigh.
My portfolio volatility is roughly the same as S&P 500.
The reason for underperformance:
1) the No.1 and No.2 holdings both underperformed the index for
most part of the year.
2) My 50% cash position, including 100% cash in 401k.
In 2011, I will show off monthly instead of weekly and will set
my target to above S&P to make up the losses.
【在 z****l 的大作中提到】
: to be continued
|
D********n
发帖数: 1595 | 24 也来show off一下。
2010年基本上是我历史上最好的一年。
401K： 26%
Roth: 203%
Stocks: 240%
不指望今年能再爽一把。 |
h****a
发帖数: 2095 | 25 Copy 一下。2010年基本上也是我历史上最好的一年.
401K： 25.8%
Roth: 210%
IB: 382.96%
http://www.mitbbs.com/article_t0/Stock/33212111.html
【在 D********n 的大作中提到】
: 也来show off一下。
: 2010年基本上是我历史上最好的一年。
: 401K： 26%
: Roth: 203%
: Stocks: 240%
: 不指望今年能再爽一把。
|
D********n
发帖数: 1595 | 26 呵呵。同喜。
best luck for 2011.
【在 h****a 的大作中提到】
: Copy 一下。2010年基本上也是我历史上最好的一年.
: 401K： 25.8%
: Roth: 210%
: IB: 382.96%
: http://www.mitbbs.com/article_t0/Stock/33212111.html
|
T*******t
发帖数: 9274 | 27 你们太猛了。呵呵
【在 D********n 的大作中提到】
: 也来show off一下。
: 2010年基本上是我历史上最好的一年。
: 401K： 26%
: Roth: 203%
: Stocks: 240%
: 不指望今年能再爽一把。
|
