Portfolio return for September 2007
September 2007 had been a good month for equities. My 70/30 (equity/fixed income) portfolio gained 4.39% for the month, the highest monthly percentage gain ever recorded for this year.
As can be observed from the chart below, emerging market equities and precious metals and mining equities were the best performers, returning around 10% and 14%, respectively. The rest of the equity allocation returned in the range from 2% to 5%. Note: There were dividend distributions for VTSAX and VGSIX in September. These were not reflected in the chart.
Portfolio movements: sold off some VWO, VGPMX and EAFE large-cap. Bought a little of US small-cap and US REITs.
Stumble it!
