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Trailing S&P by 6.35%..Normal?

The S&P is up 13.24% year to date, but my 401k is only up 6.9% year to date. I am diversified across USA, International and Bonds so I do expect a divergence from S&P but a 100% difference seems extreme. My current allocation is SSgA Russell 3000 Fund 50% SSgA MSCI EAFE Fund 25% SSgA MSCI Em...
by flyingby
Tue Jul 02, 2013 7:37 am
 
Forum: Investing - Help with Personal Investments
Topic: Trailing S&P by 6.35%..Normal?
Replies: 18
Views: 2105

Re: New York city chapter

I would be interested as well. I live on uws.
by flyingby
Mon May 27, 2013 11:38 am
 
Forum: Local Chapters and Bogleheads Community
Topic: New York City Local Chapter established
Replies: 100
Views: 10302

401k 3 Fund Portfolio: No Vanguard

I am trying to create a 3 fund portfolio but my 401k does not have Vanguard funds. I'm looking for confirmation that the below three index funds would be equivalent to the funds available in Vanguard. Russell 3000 Fund 50% Does this = Total US Market? MSCI EAFE Fund 30% Does This = Total Internation...
by flyingby
Mon Jun 04, 2012 5:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: 401k 3 Fund Portfolio: No Vanguard
Replies: 2
Views: 297

Re: Starting Stages: Improvements?

I've been researching recharacterizing the contributions for last year which I made a couple weeks ago. The difference in tax is $2,841! I qualify for additional deductions with lower income. I am definitely going through with this and submitting an amended tax return. Thanks for pointing this out. ...
by flyingby
Tue Apr 03, 2012 11:11 am
 
Forum: Investing - Help with Personal Investments
Topic: Starting Stages: Improvements?
Replies: 11
Views: 760

Re: Starting Stages: Improvements?

When I referred to 25%, I meant just the federal rate. I'm not familiar with the 17% federal bracket, because according to the government, it doesn't exist! Check out this link and see where you fall: http://en.wikipedia.org/wiki/Income_tax ... _tax_rates I determined the 17% by dividing total fede...
by flyingby
Sat Mar 31, 2012 5:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: Starting Stages: Improvements?
Replies: 11
Views: 760

Re: Starting Stages: Improvements?

I would assume from the way you phrase this that all of this money in the taxable account is to be set aside for a house down payment, and is not for long term investing. Is that correct? I have the thought of a purchasing property at some point. However, I will only do it if it's a good deal compa...
by flyingby
Sat Mar 31, 2012 11:44 am
 
Forum: Investing - Help with Personal Investments
Topic: Starting Stages: Improvements?
Replies: 11
Views: 760

Re: Starting Stages: Improvements?

You did not post the expense ratios nor the ticker symbols for your mutual fund holdings and 401k fund options. Please post these! I posted the expense ratios but can not find the Ticker Symbols. Any idea how to get these? They are not on the Morning Star fund sheets. With a time frame of only 5 ye...
by flyingby
Sat Mar 31, 2012 11:40 am
 
Forum: Investing - Help with Personal Investments
Topic: Starting Stages: Improvements?
Replies: 11
Views: 760

Starting Stages: Improvements?

Hello, I am in my early 20s and looking to perform a financial review/analysis. I seem to be doing OK but I have a feeling I can improve it before my expenses increase in a year. Currently I live at home but I expect to move within 12-16 months and expenses will increase by $1,700 a month. (I live i...
by flyingby
Fri Mar 30, 2012 12:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Starting Stages: Improvements?
Replies: 11
Views: 760

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