Portfolio return for June 2006
Despite a poor start to June, my portfolio managed to eke out a small gain of 0.15% in the month, after the markets recovered in the last few trading days of the second quarter. The month’s asset movements in my portfolio are as follows:
Net outflows : US L, REIT, Healthcare.
Net inflows: US S, EAFE L, EAFE S, Emerging Mkt, PME.
Most of the outflows came from US L and REIT, and they went mostly into emerging market equities. These movements are to bring the portfolio back into balance. In this month, I also completed my tax-harvesting of the emerging market equity position by using EEM in the interim for VWO.
My updated asset allocation chart is shown below:
Stumble it!
