Archive for the 'Portfolio Updates' Category
Portfolio Return for February 2010
Tuesday, March 2nd, 2010Comments: Rebalanced into INT EAFE. Moved 1% allocation from US SmallCap to US Timber.
Portfolio Return for January 2010
Sunday, February 28th, 2010Comments: PrecMetal equity fell about 12% in January. This contributed to a fall of about 0.5% to the portfolio. International equities, EAFE & EM, both also fell more than domestic stocks. These explained the under performance of the portfolio with respect to the benchmark (-3.23% versus -2.26%).
