Portfolio return for March 2006
March 2006 had been another reasonably good month for my 70%/30% (equity/fixed income) portfolio. The return was 2.07%, bringing my year-to-date portfolio return to 6.76%.
The two closest Vanguard funds that match my portfolio are the LifeStrategy Moderate Growth fund, target 60% equity/40% fixed income, and the LifeStrategy Growth fund, target 80% equity/20% fixed income.
The first fund returned 0.95% in March and 3.63% year-to-date, and the second fund returned 1.61% in March and 5.05% year-to-date. A spliced version (50:50) that matches my 70%/30% allocation portfolio would have returned 1.28% in March and 4.34% year-to-date.
Stumble it!
