Exactly, that is why I would say acceptable

May 22, 2015
1:13:18pm

kimdaddy35

but not great. Being below the market average isn't great in my opinion. That being said, he is just below. I agree with you that if he has virtually no risk and is earning 13.4% that is incredible.

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kimdaddy35

Bio page: kimdaddy35
Joined: Aug 23, 2010
Last login: May 7, 2024
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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.

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