Word: portfolios
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Dates: during 1990-1999
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...built a large 401(k) portfolio with the help of an employer kicking in shares, your biggest concern as you prepare to start taking money out may be what to do with all that company stock. The average 401(k) participant who gets a matching contribution in company shares has 55% of 401(k) assets in the stock of his or her employer, according to a recent study by the Investment Company Institute. Even those who do not get a matching contribution in company stock tend to have a lot of the stuff, having directed their own contributions that...
...rule on saving for retirement was that you should gradually reduce the percentage of stocks in your portfolio and increase the percentage of bonds. In fact, a common recommendation still used by some planners is to match your percentage of bonds to your age: at your 65th birthday hold 65% bonds (or bonds and cash) and 35% stocks. But a typical bond, the five-year Treasury, historically yields only about 5.3% and yields even less today--about 4.5%. The broad stock market, in contrast, has returned an annual average of about 11% a year since 1926, 18% a year since...
...with your Social Security and pension--during any five-year downdraft in the stock market. That way you're unlikely to be forced to sell your stocks when their price is down. Any money you won't need for at least five years should be invested in a diversified portfolio of stocks or actively managed stock mutual funds...
...years left, which is his justification for keeping the half of his net worth that's not invested in Texas and California real estate in the stock market. A former software executive who dabbles in patent law, he has watched his retirement stock portfolio grow by an average annual return of 20% over the past 10 years. "I'm pretty dedicated to the idea of trying to get a surplus on my money," says Cavanaugh. "If I had money I wanted to salt away, I might think about putting it in bonds, but this is money I want to give...
Bring a leather portfolio and quality...