indexfundfan @ indextown

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%.

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:

Random list of previous posts:

• April 12, 2008 -- Should I convert VEIEX to VWO ETF? (6)
• April 8, 2006 -- Disclosure of conflict of interest (0)
• September 19, 2006 -- My 529 college saving plans (21)
• April 18, 2008 -- Review of VEIEX to VWO ETF conversion at VBS (4)
• January 15, 2010 -- Adios to Wells Trade (4)

This entry was posted on Saturday, January 6th, 2007 at 8:45 am and is filed under Investing, My Portfolio, Portfolio Updates. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.