Thursday, December 26, 2019

Case study: Par 401 K 2019 Dec 25 review - contribution type

Dec. 26, 2019

Introduction


If I am the product manager of Charles Schwab, what advice I can give to enhance this feature - contribution type. It is easy for me to track my progress on my 401 K portfolio.


Contribution type




I made a not-smart choice to choose so many funds in my portfolio in May 2019. I should just choose three funds and then my life will be much easy to track the progress. I was just a three month baby to go back to stock market again, I tried to learn how to make investment, hopefully I will not sell everything in bear market.


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