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