Sunday, October 2, 2011

YTD Portfolio Performance -- End of 3rd Quarter






After a very rough third quarter, our sample highly diversified balanced portfolio has returned -8.10% for the year, slight outperforming the S&P 500 with its -8.77% return. Readers might recall the Meredith Whitney prediction of doom for Municipal Bonds. Ironically enough, Municipal Bonds have turned in the best performance of the year in this portfolio.
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8 comments:

  1. DIY InvestorOctober 3, 2011 at 4:16 AM

    Whitney illustrates the futility of making predictions.

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  2. The GrouchOctober 3, 2011 at 5:03 AM

    I have to admit I used the Whitney prediction to buy more muni bonds for my portfolio.

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  3. Everyday TipsOctober 3, 2011 at 7:18 AM

    I haven't evaluated my investments, probably because I am afraid to.

    I liked your previous comment Biz!

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  4. MoneyConeOctober 3, 2011 at 12:35 PM

    Everyone seems to have predictions on what might happen next and one gets it right, but not consistently though, just like market timers! :)

    ReplyDelete
  5. First Gen AmericanOctober 4, 2011 at 11:39 AM

    yuck...I guess my tactic of doing nothing this quarter but sitting on my extra savings in a low yielding savings account has actually been a brilliant investment move. Scary stuff.

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  6. The GrouchOctober 4, 2011 at 11:52 AM

    The bear growls. We are back to '08 levels.

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  7. David LetoOctober 8, 2011 at 11:12 PM

    The allocation is right on. Sit tight and ride the bear out.

    ReplyDelete
  8. The GrouchOctober 10, 2011 at 9:23 AM

    Dave@ No plan to do anything else. :-)

    ReplyDelete

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