Archive for the 'My Portfolio' Category

Portfolio Return for November 2009

Monday, January 18th, 2010

Comments: Portfolio made a huge gain of almost 4.5% in the month.

Portfolio Return for October 2009

Friday, November 6th, 2009

Comments: Portfolio was on track to gain for the fourth month in a row until the last week of October. In the end, the portfolio had a small loss of 1.66%. Took the opportunity to rebalance out of US LargeCaps and PME into US SmallCaps, US Timber/REITS  and International EAFE equities.

Portfolio Return for September 2009

Thursday, November 5th, 2009

Comments: Sold off some PME to buy US LargeCaps.