"I did manage to mostly leave my 401(k) account alone from 2017 to 2021, with favorable results: The balance ballooned 75%, powered by my S&P 500 index fund’s performance"
Beating the S&P 500 index consistently is extremely difficult. You may recall Buffett's 10-year bet with Hedge Fund managers vs. Index performance. He won the wager handily and donated $2 million to Girls Inc. of Omaha
Loved the article!, a fellow Engineer with Finance background. Started my career with Lotus 1-2-3, quickly switching to Excel. I too manage my entire life on spreadsheets, which I strive hard to keep simple while adding more complexity, an ongoing part of my retirement journey!.
Comments
Thank you!, Bogdan. Glad to hear you will be extending both Jonathan’s & Humble Dollars legacies through your work. Wish you all the best! ~ Raj
Post: Quick Intro
Link to comment from September 20, 2025
The characteristics of Private investments (also being marketed as Alts - short for Alternative Investments) are:
Post: Suffering in Private
Link to comment from May 3, 2025
"I did manage to mostly leave my 401(k) account alone from 2017 to 2021, with favorable results: The balance ballooned 75%, powered by my S&P 500 index fund’s performance"
Post: Letting It Ride
Link to comment from February 13, 2024
Loved the article!, a fellow Engineer with Finance background. Started my career with Lotus 1-2-3, quickly switching to Excel. I too manage my entire life on spreadsheets, which I strive hard to keep simple while adding more complexity, an ongoing part of my retirement journey!.
Post: Driven by Data
Link to comment from September 23, 2023