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UPS Retirement Topics
401K set up advice
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<blockquote data-quote="Catatonic" data-source="post: 1259073" data-attributes="member: 7966"><p>Agreed and that is why I have moved much of my funds into ETFs and in particular, the High Dividend ETFs.</p><p>The management fee on my Dividend ETF is around .1%, similar to the S&P</p><p></p><p></p><p>For my 401k, the S&P 500 (500 large cap stocks) has been and continues to be at or above 50% of my investment structure for many years (other than the UPS Stock portion). Russell 2000 ETF (mid-caps) is good as well - usually around 20% for me. Wilshire 5000 ETF (small caps) goes up and down at a greater velocity (10%) and about 10% in a International ETF fund (more of a currency hedge than a strategy).</p></blockquote><p></p>
[QUOTE="Catatonic, post: 1259073, member: 7966"] Agreed and that is why I have moved much of my funds into ETFs and in particular, the High Dividend ETFs. The management fee on my Dividend ETF is around .1%, similar to the S&P For my 401k, the S&P 500 (500 large cap stocks) has been and continues to be at or above 50% of my investment structure for many years (other than the UPS Stock portion). Russell 2000 ETF (mid-caps) is good as well - usually around 20% for me. Wilshire 5000 ETF (small caps) goes up and down at a greater velocity (10%) and about 10% in a International ETF fund (more of a currency hedge than a strategy). [/QUOTE]
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