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.

8 comments:

  1. Whitney illustrates the futility of making predictions.

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

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

    I liked your previous comment Biz!

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

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

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

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

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