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 […]
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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