Archive for the 'My Portfolio' Category

Portfolio return for August 2008

Monday, September 29th, 2008

This month had been an extremely busy month for me, and that has kept me from updating my portfolio performance for August 2008 until today.
Anyway, my portfolio lost 1.76% in August 2008, bringing the year-to-date (YTD) return to a loss of 6.58%. This makes it another worst year to date (YTD) return my portfolio has […]

Portfolio return for July 2008

Monday, August 11th, 2008

My portfolio lost 2.06% in July 2008, bringing the year-to-date (YTD) return to a loss of 4.92%. This makes it the worst year to date (YTD) return my portfolio has ever experienced since I started tracking monthly performances in Jan 2004.
The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth […]

Portfolio return for June 2008

Wednesday, July 23rd, 2008

My portfolio lost 5.29% in June 2008, bringing the year-to-date (YTD) return to a loss of 2.92%. This is the largest monthly loss my portfolio has ever experienced since I started tracking the monthly performances in Jan 2004. This loss dwarfed the next largest loss of 3.82% in November last year.
The YTD return of the […]