My portfolio gained 1.82% in May 2008, bringing the year-to-date (YTD) return to 2.52%. This is one of the lowest May YTD return in recent years. The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund, is still in the red at -2.15%.
Individual […]
After five months of negative or zero returns, the equity markets rebounded in April. My portfolio of 70% equity / 30% fixed income gained 4.61%, ahead of the target benchmark’s 4.01%. With this gain, the portfolio is up 0.69% year-to-date. (The target benchmark is a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and […]
I just added the “My Portfolio Asset Allocation” page. This can be accessed directly from the link listed on the rightmost column, under the “Author”, “Pages” heading.
The intention for this page is for it to be a good introduction to my portfolio. It will also link to my monthly and yearly updates.
Indexfundfan
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