indexfundfan @ indextown

After five months of negative or zero returns, the equity markets rebounded in April. My portfolio of 70% equity / 30% fixed income gained 4.61%, ahead of the target benchmark’s 4.01%. With this gain, the portfolio is up 0.69% year-to-date. (The target benchmark is a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund.)

Individual Asset Classes

As can be seen from the figure below, all the equity classes had positive returns. Leading the pack is VWO (Vanguard’s Emerging Markets equity index ETF) which gained more than 8% for the month. EAFE SmallCaps (VINEX) had the lowest return of ~2%. The rest of the equity asset classes returned between 3% to 6%.

Portfolio movements

Since equity funds gained quite a bit in April, new cash for the month were added mostly to the fixed income portion.

The current allocation is shown below:

Link: Madsinger Monthly Report.

Random list of previous posts:

This entry was posted on Tuesday, May 6th, 2008 at 2:42 pm 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.