indexfundfan @ indextown

January 2008 had been an extremely volatile month as far as the equity markets were concerned. My portfolio is down a hefty 3.72% for the month, but it could have been worse since at one point (right around 1/23), I noted a fall of as much as 6%. It recovered slighly at the end of the month.

As for the individual asset classes, it can be observed from the figure below that most of them exhibit swings of more than 10% in the month. And except for US REITs (VGSIX) and PMEs (Precious Metals and Mining Equity VGPMX) which ended the month flat, the rest of the asset classes were down by 6% or more in January.

Portfolio movements (mostly due to rebalancing):

• Purchased: US L, US S, INT L, INT EM, INT S.
• Sold: US REITs, PME, fixed income (to finance the purchases)

My asset allocation, as of the 1/31/2008 is as follows:

Random list of previous posts:

This entry was posted on Monday, February 11th, 2008 at 9:54 am and is filed under Investing, My Portfolio, Portfolio Updates. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.