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Investing/Strategies / Retirement Investing
|Subject: Re: Help Dad with Retirement||Date: 8/8/2013 1:06 PM|
|Author: TwoCybers||Number: 72737 of 74484|
Investing in stocks, as I see it, is almost like playing the lottery. Today hedge funds worry if they are located closer to the exchanges than the competition -- closer means faster transmission over the internet for trading. Myself I just don't have the latest information and living in Atlanta I am certainly seconds if not minutes from making trades. Add to that any company can have a shot in the night and risks or loss are not trivial. So I have decided it is mutual funds or ETFs.
I want something simple. After a lot of looking and reading the Morningstar Premium analysis, I have put the majority of our retirement into VWENX. It is a record that is hard to beat. You might check the 3, 5 and 10 year returns of your mix and compare that to VWENX.
VWENX returns have been 12.26%, 8.42% and 8.81% for 3, 5 & 10 years. Note - be very careful with your 5 year comparison. 5 years ago was 2008 and the market moved a lot. If you are off even 4 or 5 days with data, you can get seriously distorted 5 year returns.
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