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Author: madbrain Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76883  
Subject: Re: Gotta brag Date: 5/9/2006 9:20 PM
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16% is impressive !

The web site for JP Morgan won't give me any statements right now, but I think it is about 10.5%. About 140700 to start the year, 7500 of contributions so far (including match), and 164000 balance today . Still not too shabby. This looks to be the first year that my earnings will exceed my contributions, and by far.

I have about 30% in FDIVX, 20% in SSHFX , 20% in FCNTX, 20% in NBGEX, and 10% in WATFX . That last one really held me down, with a negative return YTD. I would prefer to trade one of my domestic stock funds for a small cap fund, but the only one my 401k plan offers is USRLX. I didn't go near it because it was only rated 2-star by Morningstar. But I see that it's up 14% for the year ! I really need the exposure to small cap, so I may trade SSHFX for it.
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