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May 22, 2015
1:17
:22
pm
BertoChavez
I should add that I believe the stocks in my fund tend to be less volatile
So in my case (and yours if you're trying to reduce risk) it's a very good return.
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BertoChavez
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BertoChavez
Joined
Feb 1, 2012
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Jan 15, 2020
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Messages
Author
Time
I have averaged 13.4% growth in investments for last 5 years, would you say that
BYUfan92
5/22/15 1:06pm
Depends on what you're benchmarking against
RyneK
5/22/15 1:07pm
Acceptable but not great-we have had a bull market
kimdaddy35
5/22/15 1:08pm
S&P is up 14.35% per year in last 5 years
RyneK
5/22/15 1:10pm
Exactly, that is why I would say acceptable
kimdaddy35
5/22/15 1:13pm
Shouldn't asset allocation & risk taken factor into your analysis somewhere?
babybroker
5/22/15 1:21pm
Of course, but in the absence of that information I gave him
kimdaddy35
5/22/15 1:23pm
About what my 401k has been averaging over the last ~3 years (90% stocks)
BertoChavez
5/22/15 1:11pm
I should add that I believe the stocks in my fund tend to be less volatile
BertoChavez
5/22/15 1:17pm
I'm 25 years from retirement age so I dont mind risk...
BYUfan92
5/22/15 3:55pm
Make him nervous. Ask him to provide you with comparisions to major benchmarks.
Acorn
5/22/15 1:11pm
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