No. of Recommendations: 0
"I was thinking of maybe changing from Fid Real Estate to Legg Mason Batterymarch U.S. Small Capitalization Equity Portfolio because the YTD return was 9.19%."

Chasing good returns (or running from bad returns) is a sure way to reduce the value of your retirement savings. Past performance (even YTD performance, which is still in the past) is a poor indicator of future performance. I would look for low-cost, broad-based index funds such as the Vanguard Total Stock Market Index Fund to fill your equities allocation. You do have a desired asset allocation, don't you?

(Disclosure: I own Vanguard Total Stock Market Index Fund)

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.