Saturday, March 31, 2012

YTD Portfolio Performance - End of 1st Quarter

After a tough 2011, our sample highly diversified balanced portfolio returned a positive 8.60% for the 1st quarter, underperforming the S&P 500 return of 12.59%. Stocks had a tremendous 1st quarter, while bonds lagged last years performance. It's hard to see much upside potential in bonds at current yields.

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