I used financial advisors from Smith barney, morgan stanley

來源: RomaVacation 於 2024-10-24 11:57:20 [] [舊帖] [給我悄悄話] 閱讀數 : (289 bytes)
本帖於 2024-10-24 12:02:22 時間, 由普通用戶 RomaVacation 編輯

UBS (a few institutional investment options with different risk level. I picked most aggressive ones). Performance all worse than SP500 index by a few % points in my experience. I still remembered what one customer service lady said: At least you are not loosing money. 

所有跟帖： 

• 謝謝分享。fidelity FA說不考慮tax harvest, 收益比SPY 低。考慮tax後，收益好一點(高0.3% -silentvalley- ♀ 給 silentvalley 發送悄悄話 (0 bytes) () 10/24/2024 postreply 12:00:28

• 0.3%有啥意義… -Lisland_2013- ♂ 給 Lisland_2013 發送悄悄話 (0 bytes) () 10/24/2024 postreply 12:16:00

• 謝謝。我也覺得沒啥好處，所以更顧慮 -silentvalley- ♀ 給 silentvalley 發送悄悄話 (0 bytes) () 10/24/2024 postreply 12:28:52

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