My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Saturday, July 2, 2011
ELS 401k to IRA from 6-30-1980 to 6-30-2011
This marks the 32nd year of my 401k to IRA portfolio covering twenty-five working years and seven retirement years. The portfolio of course has changed over the years with the market and with my investment goals. The early years came during a long bull market but the last ten years have been more challenging as the chart shows. I wanted to share this with visitors and hope it helps others set expectations during the transition from 401k to IRA when retireing. To quote Ben Graham one more time " In the end, how your investments behave is much less important than how you behave."
No comments:
Post a Comment