What are your winners & losers today?

[fenders53]

(10-30-2021, 09:31 AM)ken-do-nim Wrote: My overall performance is much more sedate.  My 401k is entirely the S&P 500 index, with a few stumbles mixed in now & then.  17.46% annual return averaging the last 3 years.  (Also, it's still not back up to where it was prior to the divorce split.)  My company stock, which still outnumbers my E*Trade account 2:1, is back to where it was a year ago.  I'm still playing in the little sandbox, eventually it will overtake the others but I'm not sure when.

Leave some of your port boring and feed it.  SPY might only yield 5% for a decade but it will still be a good anchor.  My 401K SPY position did about nothing from 2000-2010, but I fed it through those down years and came out the other end fine.  Russell 2K was also in the mix but it only outperforms by a little over time.  I think one of those times is coming again as it is way undervalued vs SPY.  Things circle back around.   The faster you can get company stock into indexes the better IMO.  That is the better base position.  

I recently saw a survey of investors.  They expect a return of 17.5% from SPY the next five years. We can hope for that but I doubt it.  That is some serious recency bias.