I*******d
发帖数: 748 | 1 发现还是定期放实在。倒来倒去常常自己搬石头砸自己。 |
f******e
发帖数: 6488 | |
y*****l
发帖数: 5997 | 3 我的401K有几个GROWTH FUND，每个大板块选一个就可以了，我选了大、中、小3个
GROWTH，国际和债券，比例每隔几个月调整一下。
还有两个推荐：能源基金FSENX，和ASTON/Optimum Mid Cap Fund：CHTTX。
http://finance.yahoo.com/q?s=FDSVX,MACGX,FCPGX,FEMKX,FAGI
请教一下，你401k现在怎么分配的，多长时间调整一次？可以按波浪来调整吗？
调整时是卖掉涨得多的买入涨得少的吗？假如你有我的5个，起初每个20%，怎么调整？
【在 f******e 的大作中提到】
: but i enjoy it :)
|
I*******d
发帖数: 748 | 4 去年好像是SMALL CAP 的涨的比较好，可惜好几次都觉得要回调了，就出来了，然后错
过大好时光 |
c**u
发帖数: 374 | |
f******e
发帖数: 6488 | 6 i do not have that much choice
only bond/cash/big cap stock/small cap fund
i hold bond now
BTW: i opened a self-trading account within 401k
【在 y*****l 的大作中提到】
: 我的401K有几个GROWTH FUND，每个大板块选一个就可以了，我选了大、中、小3个
: GROWTH，国际和债券，比例每隔几个月调整一下。
: 还有两个推荐：能源基金FSENX，和ASTON/Optimum Mid Cap Fund：CHTTX。
: http://finance.yahoo.com/q?s=FDSVX,MACGX,FCPGX,FEMKX,FAGI
: 请教一下，你401k现在怎么分配的，多长时间调整一次？可以按波浪来调整吗？
: 调整时是卖掉涨得多的买入涨得少的吗？假如你有我的5个，起初每个20%，怎么调整？
|
L*********n
发帖数: 1225 | 7 I took out most of the many from mutual funds last Sept. and started to buy
the stocks which I think would be long term holder in my 401k. So far the
return is almost 40%, beating these funds by a bunch. For stock trading,
401k account has a huge advantage: no tax to be paid :-). |
f**********g
发帖数: 2252 | 8 I have 40% bond and 60% ETF now.
How to open a self-trading account within 401k? 3x.
【在 f******e 的大作中提到】
: i do not have that much choice
: only bond/cash/big cap stock/small cap fund
: i hold bond now
: BTW: i opened a self-trading account within 401k
|
I*******d
发帖数: 748 | |
L*********n
发帖数: 1225 | 10 My 401k is in Fidelity and there is a brokerage account within the 401k and
has an extra annual charge for this too. It depends upon how the employer
makes the arrangement.
However, most of the IRA accounts could trade stocks but no margin and
options. |
S*P
发帖数: 7575 | 11 My IRA has options
and
employer
【在 L*********n 的大作中提到】
: My 401k is in Fidelity and there is a brokerage account within the 401k and
: has an extra annual charge for this too. It depends upon how the employer
: makes the arrangement.
: However, most of the IRA accounts could trade stocks but no margin and
: options.
|
f**********g
发帖数: 2252 | 12 Can ROTH accounts buy stocks?
IRA is A-share or B-share? I.E. Load or no-load?
American FUND has 5.75% front fee.
B-share is becoming unpopular now, and companies are starting to not
offering the B-sahres. I attached a picture, share in club only, no FW
please.
and
【在 L*********n 的大作中提到】
: My 401k is in Fidelity and there is a brokerage account within the 401k and
: has an extra annual charge for this too. It depends upon how the employer
: makes the arrangement.
: However, most of the IRA accounts could trade stocks but no margin and
: options.
|
f******e
发帖数: 6488 | 13 check with your company policy
I'm with Fidelity-lots of restriction in the self-trading account
【在 f**********g 的大作中提到】
: I have 40% bond and 60% ETF now.
: How to open a self-trading account within 401k? 3x.
|
L*********n
发帖数: 1225 | 14 I have no ROTH accounts. In the Fidelity IRA account, I have just two funds:
Fidelity value and Fidelity Dividend growth. No clue if they are loaded or
not. I even consider now to get out both funds and buying some more stocks
if we have a correction. |
