2007 had been a relatively good year for my overall portfolio. The portfolio returned around 11%. Of the 11% total return, about 8% is contributed by the equity portion, with the remainder 3% being generated by the fixed income portion. Two asset classes had negative returns — US SmallCap and US REIT. After years of [...]
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 [...]
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