indexfundfan @ indextown

Portfolio Return for August 2009

2009-09-03_Portfolio Return

2009-09-03_Asset Allocation

Comments

Portfolio continues to recover. Sold off some US REITs to rebalance after their huge run up over the past few months.

This entry was posted on Friday, September 4th, 2009 at 7:56 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.

Guzzo Says:
September 5th, 2009 at 12:43 am
I’m just about back where I was before the crash. How about you? Looks like you may be in the same position.
indexfundfan Says:
September 5th, 2009 at 12:53 am
Guzzo, I lost 28% in 2008. The gain this year so far is 18%. (1-0.28)*(1+0.18) = 0.85. I suppose I am still down by about 15% from the end of 2007.

I cannot look at the absolute numbers because I have been making contributions throughout this period.
Guzzo Says:
September 15th, 2009 at 1:20 am
Oh, I wasn’t looking for precise numbers, just a guesstimate.

We know the markets can change in an instant and gains could easily become losses, but guesstimate-wise and including my continued DCAing, it’s nice to be back in the “plus” column.