Portfolio return for February 2008
Despite the generally bad showing in the equity markets in February 2008, my portfolio managed to eke out a small positive gain of 0.17%.
As we can see from the figure below, it was held up mostly by my allocation to precious metal and mining equity (up 12%) and emerging markets and EAFE small caps (both up around 2.5%). The rest of the equity asset classes were down for the month.
Portfolio movements :
- Bought: US L, US S, US REITs, INT L, Healthcare.
- Sold: INT EM, INT S, PME.
The asset allocation, as of 2/29/2008, is as follows:
Stumble it!
March 30th, 2008 at 8:01 am
Hey, nice site.
May I know what is the software you are using to track your investment.
The above diagrams and charts seems quite cool!
March 30th, 2008 at 10:57 am
Hi Wil,
I have a post which briefly describes the tools I use to track my portfolio. Click HERE.