Archive for the 'My Portfolio' Category

Portfolio Return for January 2009

Sunday, February 22nd, 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 […]

Portfolio Return for December 2008

Friday, February 20th, 2009

This is a really late post so I will just keep it short. My portfolio gained 6.38% in December 2008. However, this is small comfort since the portfolio lost a whopping 28.2% for the entire year.
The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy […]

Portfolio Return for November 2008

Thursday, December 25th, 2008

November 2008 had been another losing month for my portfolio but the losses in percentage-wise is less severe than that in October 2008. My portfolio lost 5.67%, bringing the year-to-date (YTD) return to a loss of 32.51%. This makes it into yet another worst year to date (YTD) return record my portfolio has ever experienced […]