401K & Retirement Accounts 2011 Performance Summary


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.

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