Portfolio Return for January 2011
Monday, February 21st, 2011Notes: Benchmark is changed to 75% Vanguard LifeStrategy Moderate Growth fund and 25% Vanguard Growth Fund (previous weighting was 50/50). This produces the equity/bond ratio of 65/35.
Archive for February, 2011
Portfolio Return for December 2010
Monday, February 21st, 2011Notes: Portfolio shift to 8% Timber REITs and 8% MLPs completed. Also, fixed income increased to 35%.
