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Robert Desai

Established Equities Investor

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Investment Success

Provided by Fidelity Investments

DJ US Total Stock Mkt (35%), MSCI EAFE (15%), BBG Barc US Aggregate Bond (40%) and BBG Barc US 3 month Treasury Bellwethers Index (10%)

All Accounts: -0.47%

Benchmark: Blended -0.92 %

Index: Balanced

Over/Under Benchmark: +0.45 %

All Accounts: +13.73%

Benchmark: Blended +10.23%

Index: Balanced

Over/Under Benchmark: +3.5%

All Accounts: +7.22%

Benchmark: Blended +6.63%

Index: Balanced

Over/Under Benchmark: +0.59%

All Accounts: +10.22%

Benchmark: Blended +8.29%

Index: Balanced

Over/Under Benchmark: +1.93%

All Accounts: +8.07%

Benchmark: Blended +6.58%

Index: Balanced

Over/Under Benchmark: +1.49%

                                                               YTD †        1-Year       3-Year       5-Year     10-Year

Internal Performance                      -0.47%    +13.73%    +7.22%     +10.22%   +8.07%

Blended Index: Balanced*              -0.92 %      +10.23%     +6.63%      +8.29%   +6.58%

*A combination of domestic & foreign stocks, T-Bills and Bonds: DJUS Total Stock Mkt (49%), MSCI EAFE (21%), BBG Barc US 3 Mo. Treasury Bellweathers Index (5%), BBG Barc US Aggregate Bond (25%).

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Investing Tips for Your 20s

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Introduction to Options Trading

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Best Financial Books to Read in 2018

For some, managing money comes with ease, but many of us struggle to achieve financial success. According to the American Psychological Association, a walloping 70 percent of people believe they are on shaky financial ground. The study also found that 75 percent think...
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How to Start Investing with Little to No Money

It is a common belief that to invest, you need thousands of dollars to get started. Thankfully, this isn’t true. You don’t need a ton of money to get started, rather you need to develop a strategy and good investing habits. The first investing decision you must make...
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DISCLAIMER: This finance and investing website is created and authored by Robert Desai. The information provided on this website is designed to provide helpful information on the subjects discussed. This website is not meant to be used, nor should it be used, for investment and finance advice. Investments and finance information on this website may be risky and speculative. For proper investment and financial insight, contact Robert Desai directly. The information on this website is based on Robert Desai’s own opinions and is not a suggestion that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Robert Desai is not responsible or liable for any actions and consequences based on this website. Robert Desai assumes no responsibility for any error, omission, interruption, deletion, defect, delay in operation or transmission, communications line failure, theft or destruction or unauthorized access to, or alteration of, the website. References are presented for informational purposes only and are not an endorsement. Robert Desai cannot guarantee and does not promise any specific results from use of the website. You should exercise caution in use and downloading of any content or materials. Robert Desai reserves the right to change any and all website content, software and additional items used or held on the website at any time without notice.