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.
For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process.
Prior to conversion
My VEIEX holding is in the taxable […]
My portfolio posted a negative 0.2% for the the month of March. This is pretty much in line with the target benchmark return of -0.39%, which is a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund.
There were a few dividend distributions in March so the price movements of […]
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