Search found 4 matches

by postselect
Tue Jun 12, 2018 2:56 pm
Forum: Investing - Theory, News & General
Topic: Interesting video from Ramsey today [How Ramsey Outperforms The Stock Market]
Replies: 134
Views: 12751

Re: Interesting video from Ramsey today [How Ramsey Outperforms The Stock Market]

Jebediah wrote: ↑
Tue Jun 12, 2018 11:40 am
AIVSX returns after-tax are 8.91% since inception (per morningstar), and it trails the market by over 2% over the last 15 years.

VFINX (Vanguard 500) has a 9.58% after-tax return since inception.

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by postselect
Tue Jan 09, 2018 3:18 pm
Forum: Investing - Theory, News & General
Topic: Year 2000 retirees using the '4% rule' - Where are they now?
Replies: 363
Views: 44672

Re: Year 2000 retirees using the '4% rule' - Where are they now?

I follow a 70/30 allocation for my portfolio and in mid 40's. I am curious what Warren Buffets recommendation of 90/10 allocation would look like.
by postselect
Thu Sep 28, 2017 7:35 pm
Forum: Investing - Help with Personal Investments
Topic: Does the performance of a mutual fund include the expense ratio?
Replies: 5
Views: 1031

Re: Does the performance of a mutual fund include the expense ratio?

Welcome, Total return is always shown after fees have been taken. Fees are extracted almost on a daily basis. The expense ratio according to the prospectus is 0.79%. Here's M*'s explanation of fees. http://quicktake.morningstar.com/DataDefs/FundNutsAndBolts.htm Paul Thanks. This is very useful info...
by postselect
Thu Sep 28, 2017 5:07 pm
Forum: Investing - Help with Personal Investments
Topic: Does the performance of a mutual fund include the expense ratio?
Replies: 5
Views: 1031

Does the performance of a mutual fund include the expense ratio?

I have some fockx in my 401k account. Does the fund performance include the expense ratio? http://performance.morningstar.com/fund/performance-return.action?t=FOCKX®ion=usa&culture=en-US Also what does the below fees mean? Other Fees/Expenses FOCKX Net Expense Ratio: Annual Report 07/31/2016 0.79...