Portfolio return for December 2007

My portfolio experienced another decline in December 2007. It registered a small 0.17% decline, bringing the overall yearly return to 11.17%. This number is still quite respectable by any means, considering that this is a 70%-equity / 30%-fixed income portfolio.


The asset allocation, as of December 31, 2007, is shown below:


Transactions : bought US REIT, INT SmallCap, sold PM/Mining Equity, Healthcare (IHF).

PS. This month also brought along many fund distributions and I decided to forgo the plot showing the price performance of the individual funds in my portfolio since the distributions, some of which were quite significant, would distort the true return of the funds.

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