real-time show of my 401K account YTD.

本帖于 2013-02-17 15:05:04 时间, 由普通用户 snowboy128 编辑
Personal Rate of Return from 01/01/2013 to 02/14/2013 is 5.8%*
Beginning Balance as of 01/01/2013 $686,568.90
Employee Contributions $2,553.42
Employer Contributions $667.03
Exchange In $415,886.07
Exchange Out -$415,886.07
Change in Market Value $39,981.07
Current Balance as of 02/14/2013 $729,770.42*

 

 

I had 26% return on my 401k last year. The goal for this year is 15%.  So far so good (5.8% YTD). 

I have taken 60% fund out, waited for next entry point.  

所有跟帖: 

比我钱多。但是牛肉还没吃完,就走了? -Tianyazi- 给 Tianyazi 发送悄悄话 Tianyazi 的博客首页 (0 bytes) () 02/16/2013 postreply 16:30:09

回复:比我钱多。但是牛肉还没吃完,就走了? -faseb- 给 faseb 发送悄悄话 (20 bytes) () 02/16/2013 postreply 16:39:15

Can wait to the end of March. -Tianyazi- 给 Tianyazi 发送悄悄话 Tianyazi 的博客首页 (0 bytes) () 02/16/2013 postreply 16:53:52

right. it is my plan. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 16:56:35

Of course, it is your plan. Never follow any any one's tip: the -Tianyazi- 给 Tianyazi 发送悄悄话 Tianyazi 的博客首页 (0 bytes) () 02/16/2013 postreply 16:58:43

I listen to reasonable opinins. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 17:06:04

假的,因为IRA 规定自己不能放钱一年》两万二。他放3万多 -ypxl- 给 ypxl 发送悄悄话 (0 bytes) () 02/16/2013 postreply 17:05:40

where did you see 3万多? -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 17:07:42

每月2553 X 12 =3万多 -YPXL- 给 YPXL 发送悄悄话 (0 bytes) () 02/16/2013 postreply 17:13:10

1. my pay is biweekly. that is three payment so far. 2. you can -faseb- 给 faseb 发送悄悄话 (81 bytes) () 02/16/2013 postreply 17:19:27

回复:That is a bad move -ZhangZhouDaTou- 给 ZhangZhouDaTou 发送悄悄话 ZhangZhouDaTou 的博客首页 (173 bytes) () 02/16/2013 postreply 17:24:09

回复:回复:That is a bad move -faseb- 给 faseb 发送悄悄话 (119 bytes) () 02/16/2013 postreply 17:59:51

回复:Thanks for the update -ZhangZhouDaTou- 给 ZhangZhouDaTou 发送悄悄话 ZhangZhouDaTou 的博客首页 (173 bytes) () 02/16/2013 postreply 19:51:05

yes, total contribution including company's match. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 20:03:40

Thanks. My goal is to seek reasonable percentage gain -faseb- 给 faseb 发送悄悄话 (22 bytes) () 02/16/2013 postreply 20:11:51

I still have time to adjust after AIP in April. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 18:02:49

你多大?如果不到50, 一年只是16500. 还是过了。 -YPXL- 给 YPXL 发送悄悄话 (43 bytes) () 02/16/2013 postreply 17:24:24

last year someone asked me same question, I told my age. -faseb- 给 faseb 发送悄悄话 (46 bytes) () 02/16/2013 postreply 17:52:41

$17,500 for the year 2013. -whatday- 给 whatday 发送悄悄话 (105 bytes) () 02/16/2013 postreply 20:19:20

年轻人,如果人家 -让股票飞- 给 让股票飞 发送悄悄话 让股票飞 的博客首页 (70 bytes) () 02/17/2013 postreply 07:38:01

below the average index fund return YTD: 7-9% -Tianyazi- 给 Tianyazi 发送悄悄话 Tianyazi 的博客首页 (0 bytes) () 02/16/2013 postreply 17:33:45

I want to be more safe than higher return. So I was out a little -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 17:55:48

支持同样的401k投资policy。 -green35- 给 green35 发送悄悄话 (0 bytes) () 02/16/2013 postreply 20:11:54

你买etf还是fund? -green35- 给 green35 发送悄悄话 (0 bytes) () 02/16/2013 postreply 20:03:01

company's 401k plan,funds only. no etf. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/16/2013 postreply 20:06:51

可否透露是哪方面的fund,small cap,,,,, -green35- 给 green35 发送悄悄话 (0 bytes) () 02/16/2013 postreply 20:14:56

回复:可否透露是哪方面的fund,small cap,,,,, -faseb- 给 faseb 发送悄悄话 (77 bytes) () 02/17/2013 postreply 05:16:42

比俺挣的多。 -arizona001- 给 arizona001 发送悄悄话 (0 bytes) () 02/16/2013 postreply 22:14:24

Anyone can contribute as much as 50% of his base salary by law, -talkatwxc- 给 talkatwxc 发送悄悄话 (446 bytes) () 02/17/2013 postreply 09:35:55

Thanks. I thought my yearly return is on average side. -faseb- 给 faseb 发送悄悄话 (132 bytes) () 02/17/2013 postreply 09:43:33

Last year my 401k followed weekly chart half-heartedly, -LAChinese- 给 LAChinese 发送悄悄话 (625 bytes) () 02/17/2013 postreply 11:22:28

what is your YTD so far? close to 10% -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/17/2013 postreply 13:36:24

No, only about 7.4%. ARTMX 6.63%, -LAChinese- 给 LAChinese 发送悄悄话 (32 bytes) () 02/17/2013 postreply 13:53:43

What's your past 5 years return each year? -FaCai168- 给 FaCai168 发送悄悄话 FaCai168 的博客首页 (0 bytes) () 02/17/2013 postreply 11:43:59

回复:What's your past 5 years return each year? -faseb- 给 faseb 发送悄悄话 (132 bytes) () 02/17/2013 postreply 12:15:09

I don't have the data for each year's return of past 5 years. -faseb- 给 faseb 发送悄悄话 (0 bytes) () 02/17/2013 postreply 13:12:02

I started to record net total household asset in 2010 -faseb- 给 faseb 发送悄悄话 (85 bytes) () 02/17/2013 postreply 13:21:20

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