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Investments > Financial Planning > Re: Rate of ret...
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Re: Rate of return since Aug of 1999

by Don <dwzimm@[EMAIL PROTECTED] > Apr 27, 2008 at 03:40 PM

On 2008-04-26 16:57:02 -0700, "Walter_Slipperman" <WalterS@[EMAIL PROTECTED]
>
said:

> Is this a reasonably well managed ****tolio over this time period?  I am 
> aware that I asked him to invest this somewhat conservatively so does 
> this seem about right?
> 
> I just don't know if the performance of the ****tfolio is particularly
good
> and whether it is worth paying him the 1% per year for his performance.
> Where can I check numbers to see what a pretty conservative ****tfolio
should
> have done in the period from August 1999 to the present?

Keep in mind one thing that almost everybody here accepts as an axiom: 
Past performance is no guarantee of future success! So your advisor's 
performance over the last 9 years is no guarantee of similar 
performance over the next 9 years.

Personally I would pay somebody 1% to manage my finances when hell 
freezes over.

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to keep the conversations on-topic for financial planning. Other posting
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 14 Posts in Topic:
Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-26 18:57:02 
Re: Rate of return since Aug of 1999
joetaxpayer <joetaxpay  2008-04-26 19:29:10 
Re: Rate of return since Aug of 1999
PeterL <po.ning@[EMAIL  2008-04-27 05:58:34 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-27 06:01:04 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-27 11:45:49 
Re: Rate of return since Aug of 1999
joetaxpayer <joetaxpay  2008-04-27 12:52:52 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-27 14:30:56 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-29 04:04:03 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-29 07:12:31 
Re: Rate of return since Aug of 1999
Don <dwzimm@[EMAIL PRO  2008-04-27 15:40:28 
Re: Rate of return since Aug of 1999
BreadWithSpam@[EMAIL PROT  2008-04-27 18:36:19 
Re: Rate of return since Aug of 1999
"rick++" <ri  2008-04-28 13:11:31 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-29 04:04:13 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-29 07:45:18 

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tan12V112 Wed Jul 9 1:15:49 CDT 2008.