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 [...]
December had been another positive month for equities. The return from my 70% equity / 30% fixed income portfolio was a respectable 1.53%.
Normally, I would also create a plot showing the price movements of the individual funds. However this month also brought along many fund distributions and I decided to forgo this plot since the [...]
JLP had this interesting post “Watch Out For This Loaded Question” yesterday that is worth a read. Apparently, insurance agents and financial advisors alike have their bag of tricks to lead a retiree into annuity products (read: huge commissions for the agent / financial advisors). The question to watch out for is this: “How much [...]
Indexfundfan
Copyright © 2010 | indexfundfan @ indextown