Portfolio Return for November 2008
November 2008 had been another losing month for my portfolio but the losses in percentage-wise is less severe than that in October 2008. My portfolio lost 5.67%, bringing the year-to-date (YTD) return to a loss of 32.51%. This makes it into yet another worst year to date (YTD) return record my portfolio has ever experienced since I started tracking monthly performances in Jan 2004.
The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund, is -32.28%. For the first time this year, my portfolio’s performance is falling behind the benchmark (by a tiny 0.23%).
Individual Asset Classes
As we can see from the chart below, the worst performance for the month came from US REITs (VNQ). This fund had a loss of about 18%. Other than that, the rest of the equity asset classes had losses ranging from 5% to 10%.
Portfolio Movements
Sold fixed income and added US SmallCaps, US REITs, Emerging Markets Equity and PME (VGPMX).
The allocation, as of the end of November, is shown below:
Stumble it!
