My retirement account. company direct

来源: meowi 2023-12-08 12:04:12 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (247 bytes)

My retirement account. company direct deposit 5% of salary, all money in large caps, 100% fix time deposit, twice a month, for 20 year, now it just  reached one million.  not sure what is the average yearly return

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买了什么基金你都不知道?你也不在乎?也不想学习一下? -stop-loss- 给 stop-loss 发送悄悄话 (0 bytes) () 12/08/2023 postreply 12:21:00

large cap fund. I just called fidelity, -meowi- 给 meowi 发送悄悄话 (312 bytes) () 12/08/2023 postreply 12:28:53

选这个, 可以看到2003-2023 的资料: -yfdc- 给 yfdc 发送悄悄话 yfdc 的博客首页 (10592 bytes) () 12/08/2023 postreply 12:48:42

how to find that tab? I spent 20min and can not find it. -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:07:40

choice “ performance" first, then .... -yfdc- 给 yfdc 发送悄悄话 yfdc 的博客首页 (12872 bytes) () 12/08/2023 postreply 13:16:01

好人!手把手帮助人。 -bobpainting- 给 bobpainting 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:28:22

Thankyou.but only for individual not for work retirement acc -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:41:18

yeah that sounds correct! -CatcherInTheRye- 给 CatcherInTheRye 发送悄悄话 (0 bytes) () 12/08/2023 postreply 12:51:30

Cumulative return of S&P 500 Index is 205% for the past 10 y -稀里糊涂麻麻糊糊- 给 稀里糊涂麻麻糊糊 发送悄悄话 (14 bytes) () 12/08/2023 postreply 13:04:34

:( it seems the fund is worse than SP500, so sp 20%/yr! -meowi- 给 meowi 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:09:34

imeowww -va168- 给 va168 发送悄悄话 va168 的博客首页 (0 bytes) () 12/08/2023 postreply 12:41:07

401里可选的大fund,十年平均都在10%左右,很少例外,既然是定投,十年平均才有用,一两年或少于5年都没啥代表意义。 -trimtip- 给 trimtip 发送悄悄话 (0 bytes) () 12/08/2023 postreply 13:18:52

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