The total return this year was -6.22%, well below the 14.24%
return we achieved last year. The performance compares with the returns of
domestic indexes which are flat, emerging market indexes which are down over 20%,
and other developed market indexes which are also down over 20%. We started the
year with an allocation of 37-34-29 among Domestic, International, and Bond
Funds respectively and did some minor changes during the year. The allocation
is now at 37-31-32. For 2012, we expect minor reallocations to the portfolio.
An update will follow.
Below is our current portfolio:
If the market rallies as the year progresses, we will
continue to shift more into bonds and vice-versa.
0 Comments::
Post a Comment