[原创] 半年表现

day_trade

找对的基金，buy and hold this year

Your Personal Rate of Return from 01/01/2014 - 07/02/2014
11.30%

同期spy 仅为4.79%

aimei

which one?

qzhou3

回复 1# day_trade

Can you share the names of the mutual funds? Thanks

风吹

回复 3# qzhou3


    你好像有投不完的钱？

感觉比我还有钱！

day_trade

Fidelity Advisor® Leveraged Company Stock Fund - Class I

Swing过一次。 年初持有JPMorgan Core Bond Fund Select Class, 二月份，83%换成的上述 Fund.

qzhou3

回复 4# 风吹

Hehe, 401K... and saving... I did not pay off my mortgage...
All money earned from working in companies in US... Clean

qzhou3

回复 5# day_trade

Thanks! The holdings are interesting.
Last time I tried to buy Vanguard Wellington investor Fund (VWELX), but it is closed to new investors.

Trinity

回复 2# aimei

FSAGX (Gold), FSELX (Electronics), FSESX (energy), FSPHX(health)
FNARX(natural resources), FRESX(real estate), FPHAX(pharmaceuticals),
and FSUTX (utilities) YTD all > 15% so far.

All depend on your timing of entry. Last year FSAGX might be one of the worst fund. energy, utilities and real estate are all worse than SPX.

qzhou3

回复 8# Trinity

Trinity,
Nice picks! is it too late to buy these right now? Thanks

oldhorse

不错。
买好了就不用操心，等着收郑租。
炒股票虽然可能多赚点，但那是操着卖白粉的心，挣着卖白菜的钱啊！

Trinity

回复 9# qzhou3

I really do not know the answer. From the quarterly fund report, the top sector funds  in the past Q belong to precious metal, energy, natural gas, health care, biotech, transport and electronics. overall mid cap is better than large and small cap. Gold and oil fires up.

Energy funds are slower down in the past a few days and I moved a little bit to retailing, financial, china region and mid cap value funds.

Diversification and risk control is important. Investing with DRIPs also help for the long run especially in this kind of bull market. I hedge my 401K positions with short term trading account if it needs.

YMYD

Trinity

回复 10# oldhorse

Yes, I agree with you. "炒股票虽然可能多赚点，但那是操着卖白粉的心，挣着卖白菜的钱啊！" Exactly right. I try to avoid overtrading.

I only used about 10% for my trading account and 5% for hedge by trading ES when it needs.

Happy Holiday!

day_trade

周五调整４０１ｋ，全部换成JPMorgan Core Bond Fund Select Class

day_trade

放一段时间再说。