Good mutual funds....post 'em
11-27-2006, 07:42 PM
#11
Have Roth in:
FLPSX
FEXPX
FSMKX
Have 401(k) in:
TRRCX
Have Fidelity 401(k) in:
FFTHX
Looking at some small cap exposure for my '07 contribution.
Anyway, information about S&P 500 index fund is good information. Any broad-based market index fund will be good over the long haul due to low expenses and the inability of most actively managed funds to beat their respective index over a long time horizon.
FLPSX
FEXPX
FSMKX
Have 401(k) in:
TRRCX
Have Fidelity 401(k) in:
FFTHX
Looking at some small cap exposure for my '07 contribution.
Anyway, information about S&P 500 index fund is good information. Any broad-based market index fund will be good over the long haul due to low expenses and the inability of most actively managed funds to beat their respective index over a long time horizon.
11-27-2006, 08:11 PM
#13
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[QUOTE=QUIKAG,Nov 27 2006, 08:42 PM]Have Roth in:
FLPSX
FEXPX
FSMKX
Have 401(k) in:
TRRCX
Have Fidelity 401(k) in:
FFTHX
Looking at some small cap exposure for my '07 contribution.
Anyway, information about S&P 500 index fund is good information.
FLPSX
FEXPX
FSMKX
Have 401(k) in:
TRRCX
Have Fidelity 401(k) in:
FFTHX
Looking at some small cap exposure for my '07 contribution.
Anyway, information about S&P 500 index fund is good information.
11-28-2006, 12:28 PM
#16
Originally Posted by magician,Nov 27 2006, 09:11 PM
If your goal is having all your funds growing as quickly as possible - and if you're not worried about all of them dropping simultaneously - you may have a good mix here, although for the most part FEXPX isn't adding much value unless you're very aggressive.
If your goal is a well-diversified portfolio, these mutual funds aren't doing it.
The three in your Roth have average correlations of returns of about 80%; throw in those in your 401(k)s and that rises to over 90%: great when everything's going up together, terrible when everything's going down together.
If your goal is a well-diversified portfolio, these mutual funds aren't doing it.
The three in your Roth have average correlations of returns of about 80%; throw in those in your 401(k)s and that rises to over 90%: great when everything's going up together, terrible when everything's going down together.
What tool did you use to test the correlation of my investments?
11-28-2006, 12:36 PM
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Originally Posted by QUIKAG,Nov 28 2006, 01:28 PM
What tool did you use to test the correlation of my investments?
11-28-2006, 12:51 PM
#19
I'll look forward to it. I'm taking Part I of the CFA this Saturday. This stuff interests me personally.
11-28-2006, 12:54 PM
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Originally Posted by QUIKAG,Nov 28 2006, 01:51 PM
I'm taking Part I of the CFA this Saturday.
Seven of my students took a practice exam last Saturday; even more will be taking their Level I exam this Saturday.
Get a good night's sleep on Friday.