indexfundfan @ indextown

For May 2007, my portfolio gained a very respectable 2.50%. Interestingly, this month is the twelveth consecutive month of positive returns for my portfolio. The last time my portfolio had a negative return was back in May 2006!

The returns from the individual asset classes in my portfolio are shown below. Emerging market equities and precious metals and mining equities (PME) had the best returns for the month, coming in at almost 7%. International (EAFE) and domestic equities had returns in the range of 2% to 5%. U.S. REITs were essentially flat for the month.

What I did this month:

Rebalanced out of US large cap, emerging market equities and PME. Bought into U.S. REIT index.

Random list of previous posts:

• October 30, 2007 -- Emerging markets small-cap “value” ETF launched today (0)
• January 4, 2007 -- How to sell an annuity to a retiree (2)
• June 24, 2006 -- Gold Miners ETF (1)
• July 23, 2009 -- Portfolio Return for May 2009 (0)
• December 10, 2007 -- Mozy Backup after one year (0)

This entry was posted on Wednesday, June 6th, 2007 at 8:15 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.