4 ms·
Ah, yes. I forgot to mention that; the "fund controllers" take 1.25% of my portfolio. The last 5 years it seems to have increased 12,6% in average, though, so I
by thatwasunusual 9y ago
Ah, yes. I forgot to mention that; the "fund controllers" take 1.25% of my portfolio. The last 5 years it seems to have increased 12,6% in average, though, so I'm not that worried. If I had controlled it myself, well, you get the idea... :)
- graton 9y agoThat is a crazy high expense ratio. Schwab offers an S&P 500 index fund for 0.03% https://investor.vanguard.com/investing/how-to-invest/impact-of-costs https://investor.vanguard.com/investing/how-to-invest/impact... http://financials.morningstar.com/fund/expense.html?t=SWPPX®ion=usa&culture=en_US http://financials.morningstar.com/fund/expense.html?t=SWPPX&...
- tome 9y agoAnd 12.6% is a pretty good return.
- thatwasunusual 9y ago...but is it better? :)
- graton 9y agoWell here are the S&P 500 results for the last few years: As of today for 2017: 14.24% Dec. 31, 2016 11.96% Dec. 31, 2015 1.38% Dec. 31, 2014 13.69% Dec. 31, 2013 32.39% Dec. 31, 2012 16.00% Source: https://ycharts.com/indicators/sandp_500_total_return_annual https://ycharts.com/indicators/sandp_500_total_return_annual