How much to lose in portfolio before firing brokerage outfit?

[CitricAcid]

Originally Posted by Kathryn48

No kidding, well, Suze Orman sure has gotten rich, but it might be because of her books. I own three or four myself. Perhaps I won't waste time reading them, after all. Thanks for the tip.

P.S. It seems like a lot of these people talk about the fluffy aspects of things. I refer to her take on how you "feel" about money. Sort of reminds me of The Secret, which I bought and took back to the store. I can't believe people buy into the notion of...if you just visualize a million dollar house and think about it long and hard you will get it.

Imagine the Dow breaking 20,000...

[lsbcal]

Originally Posted by Kathryn48

55% and lost 4% (according to their numbers, but after reading this thread I guess I am going to have to do a little homework on my own, which is a good thing, I guess. It's never too late to learn).

If you are -4% on a 55% equity portfolio that is a decent number -- no disaster there. If you look at the Vanguard site there are some portfolio's to compare past returns against. Check out this page:
https://personal.vanguard.com/us/funds/vanguard/bytype
If you look at Life-Cycle funds section, the Target Retirement 2010 has about a 55% equity position with about 20% of that in internationals. YTD it is down -5.25%. But this is a short time period. Note the ER=0.20%, not bad.

Our portfolio is 55% equities and is -4.6% YTD.