October had been another good month for my portfolio. The gain for the month was 3.44%, bringing the year-to-date return to 15.78%.
As can be observed from the graph below, my portfolio benefited from the two non-trivial allocations to emerging markets (10% allocation) and precious metals and mining equity, PME (5% allocation). Emerging markets gained 13% while PME gained almost 10%. For the month, international stocks outperformed domestic stocks in general.
Portfolio movements: Sold off some VWO, PME and VINEX. Little change to the other allocations otherwise.