Portfolio summary for 2006

2006 had been a good year for the equities portion of my portfolio. Most of the equity asset classes had double-digit returns. Against all expectations (“real estate market is going to crash”), the best return came from REITs at 35.07%. This was followed closely by the Precious Metals and Mining fund at 34.3%.

2007-01-05-asset-class-returns-480�393.png

International equities outperformed US equities in general. Also worth noting is that US large-caps and US small-caps had similar returns, probably ready to reverse the trend of the outperformance of US small-caps over the past few years.

Healthcare equities in general performed relatively poorly in 2006, dragging down the performance of my portfolio. Fixed income assets had their typical “boring” performance for the year.

The breakdown of my portfolio over the past few years is shown below:

2007-01-05-portfolio-breakdown-480�352.png

1 Comment

  1. Pingback: indexfundfan @ indextown » Blog Archive » Portfolio summary for 2007

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