Archive for the 'Portfolio Updates' Category

« Previous Page — « Previous Entries
Next Entries » — Next Page »

Portfolio Return for December 2009

Monday, January 18th, 2010

Comments: The portfolio gains 1.95% in December.  The overall gain for 2009 is 29.49%. This is commendable considering the 28.2% loss in 2008.
However, when 2008 and 2009 were taken together, the portfolio’s performance is at a value of only (1-28.2%)x(1+29.49%) =0.930, i.e. there is a loss of around 7%.
2008 & 2009 proved to be a [...]

Posted in Investing, My Portfolio, Portfolio Updates | No Comments »

Portfolio Return for November 2009

Monday, January 18th, 2010

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

Posted in Investing, My Portfolio, Portfolio Updates | No Comments »

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.

Posted in Investing, My Portfolio, Portfolio Updates | No Comments »

« Previous Page — « Previous Entries
Next Entries » — Next Page »