Portfolio Return for January 2009
In January 2009, my portfolio lost 8.5% while that of my benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund, lost only around 7.2%. This can be attributed to the relative outperformance of US LargeCaps, which is a huge component in the benchmark.
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%. US LargeCap was a big “winner” in the month, losing “only” 8%. Other than that, the rest of the equity asset classes had losses ranging from 9% to 14%.
Portfolio
The allocation, as of the end of January, is shown below. The numbers within the parenthesis are the target values.
Stumble it!
February 23rd, 2009 at 12:47 am
Interesting portfolio, especially in the current market. My sentiment is bearish until the DOW reaches 7200, which I feel we will reach sooner rather than later. Once we reach this area of strong support, I will wait and see if the DOW continues to fall or bounces and changes trend to the upside once we retest this important area.
Good luck to us all in 2009 as i suspect it will be a rough and tumble financial year in the financial market.
Cheers,
Jagger