Portfolio return for June 2007
My portfolio ended down 0.63% for the month of June 2007. This is the worst monthly performance this year but things are still looking bright as the portfolio is still up almost 8% year-to-date.
The worst performance came from US REITs (VGSIX), dropping almost 8%. The strongest performances came from Emerging market equities (VWO, returning 6+%) and Precious metal and mining equity (VGPMX, returning 4%). The other asset classes did not move much when the month ended.
Portfolio movements: sold some VWO, VGPMX and EAFE large cap; bought more VGSIX.
Note: In June there were fund distributions in VTSAX and VGSIX; there are not reflected in the price chart above.
Stumble it!
