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May 22, 2015
1:08
:52
pm
kimdaddy35
Acceptable but not great-we have had a bull market
and you are making barely above the historical average.
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kimdaddy35
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kimdaddy35
Joined
Aug 23, 2010
Last login
Mar 28, 2024
Total posts
45,432 (1,466 FO)
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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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