Monday, October 24, 2011

Mutual Funds for 401K

Here are TOP mutual funds available in Hewitt for Caterpillar Employees. I have ranked them by 90-day Relative strength because most of the funds (expect RYDEX funds) have 90 day holding limit otherwise there is a 2% redemption fee. 


For Folks holding IRA accounts in Vanguard, here are the top funds again ranked by 90 day relative strength.


I suggest that you pick top 3 funds just for diversification purposes as the top spot will rotate among the top 5 funds.

For ETFs, I am holding SOXL and EDC both are up nicely today. Now the YTD returns are at 36%. 

Link to the ETF portfolio:


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