As i moved to a new company i lost all my returns data ( too bad not using money or quicken ). So i am going to post only my wife's 401k data and returns. She is 30 working in a fortune 500 company.
20% AF EUROPAC GRTH R5
20% COLUMBIA ACORN Z
20% FID MID CAP STOCK
15% VANGUARD INST INDEX
13% Company Stock -- Rebalancing this year end to reduce to 7%
12% PIMCO TOT RETRN INST
Personal Rate of Return from 01/01/2005 to 12/23/2005 is 11.3%
I followed some simple steps
1. Diversify - Large, Mid, small, International , Company stock and Bonds
2. Bond's 12 to 17%
3, Low cost
4. Re-balance the Assets twice a year
5. Re-balance the Funds once a year
Question: How do you guys maintain 401k transactions, returns etc..?
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