Amazon 401k Choices

 Updated 1/21/2014




The ones in blue are the ones in my current portfolio.   I have added international funds to my portfolio.  I would have liked to keep my international funds limited to just Europe.  However, we do not have access to a "Brokerage Window"  So I am limited to what our 401k offers.  On the bright side all of our international fund choices have increased their exposure to Europe.
One thing missing from this table is Price/Book which was also considered while considering allocations of my investment mix.



Ticker
3 yr Beta
Treynor Ratio
Sharpe Ratio
Price
Yield
ANJIX
0.96
6.47
0.45
22.95
2.11
IGFRX
0.83
10.09
0.64
33.72
1.47
VTSNX
1
5.14
0.38
111.21
2.72
AVFIX
1.37
11.75
0.94
27.1
0.47
VINIX
1
16.08
1.3
168.5
1.85
VEXRX
1.3
13.7
1.07
96.69
0.2
TRLGX
1.2
15.58
1.2
27.65
0.04
VWNAX
0.99
16.25
1.3
64.79
2.03
VFTNX
1.04
16.47
1.3
11.65
1.38
AMZN
0.67


399.61
0

All data  from http://finance.yahoo.com/  on 1/21/2014 or from Vanguard.com  on 1/21/2014




12/23 Update coming soon:  I am doing some forecasts for 2014, should be done in a few days.

These are the choices I narrowed down for myself based on their categories (i.e. small cap/large cap  value/growth).  Then I did a quick and dirty spread sheet to analyze two important ratios that measure a portfolios returns. These are the Treynor and Sharpe Ratios.  I also wanted to analyze the risk involved with the funds, so I added in the 3 and 5 year betas to evaluate my risk/reward.  I also included the year to date percentage increases.




AVFIX



TRLGX



VEXRX



VFTNX



VINIX



VWNAX



International Stock Funds
ANJIX



IGFRX



VTSNX






ticker
3 yr beta 5 yr beta Treynor Ratio Sharpe Ratio Ytd %
AVFIX
1.32 1.29 9.97 0.7 13.71
TRLGX
1.17 1.09 11.6 0.78 5.51
VEXRX
1.25 1.16 12.44 0.83 7.55
VFTNX
1.04 1.13 12.35 0.84 7.92
VINIX
1 1 12.55 0.86 10.6
VWNAX
1.03 1.02 11.55 0.79 5.74
ANJIX
0.92 1.05 7.95 0.48 3.45
IGFRX
0.84 0.82 10.27 0.57 2.5
VTSNX
1 1.05 4.33 0.31 2.91
All data  from http://finance.yahoo.com/  on 5/27/13


Disclaimer:  You should not treat any opinion expressed by Jay as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Jay’s opinions are based upon information he considers reliable.   Past performance is not indicative of future results.

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