Personal finance and investing in mutual funds and ETFs
September 4, 2009
Investing, My Portfolio, Portfolio Updates
My Portfolio, Portfolio Updates
Portfolio continues to recover. Sold off some US REITs to rebalance after their huge run up over the past few months.
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I’m just about back where I was before the crash. How about you? Looks like you may be in the same position.
Guzzo, I lost 28% in 2008. The gain this year so far is 18%. (1-0.28)*(1+0.18) = 0.85. I suppose I am still down by about 15% from the end of 2007.
I cannot look at the absolute numbers because I have been making contributions throughout this period.
Oh, I wasn’t looking for precise numbers, just a guesstimate.
We know the markets can change in an instant and gains could easily become losses, but guesstimate-wise and including my continued DCAing, it’s nice to be back in the “plus” column.
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