Mutual funds publish their per-share price on every trading day. Some of the share prices are in the single digits, some are in their teens, and some are even at (or close to) the century mark. Do these fund prices tell us which fund is cheaper? Or which fund is more “value-for-money”? Or which fund […]
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 […]
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 […]
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