Portfolio Return for February 2010
Tuesday, March 2nd, 2010Comments: Rebalanced into INT EAFE. Moved 1% allocation from US SmallCap to US Timber.
Archive for the 'Investing' Category
Portfolio Return for January 2010
Sunday, February 28th, 2010Comments: PrecMetal equity fell about 12% in January. This contributed to a fall of about 0.5% to the portfolio. International equities, EAFE & EM, both also fell more than domestic stocks. These explained the under performance of the portfolio with respect to the benchmark (-3.23% versus -2.26%).
Portfolio Return for December 2009
Monday, January 18th, 2010Comments: The portfolio gains 1.95% in December. The overall gain for 2009 is 29.49%. This is commendable considering the 28.2% loss in 2008.
However, when 2008 and 2009 were taken together, the portfolio’s performance is at a value of only (1-28.2%)x(1+29.49%) =0.930, i.e. there is a loss of around 7%.
2008 & 2009 proved to be a [...]
