My Portfolio
2007 (7.99%)
Domestic equities=34.7%
- S&P 500 = 16.9%
- Large cap value = 12%
- Small cap = 0.7%
- Small cap value = 5.1%
- REIT =
- Microcap =
Foreign equities = 40.8%
- Foreign large cap = 8.7%
- Foreign large value = 15.9%
- Foreign small cap = 10.2%
- Foreign small value =
- Emerging markets = 6.6%
Sectors = 3.9%
- Energy = 3.9%
- Materials =
(2008 plan: no int'l or S&P 500 purchases. Sell part int'l value, buy dom. small cap. Move some S&P 500 to bonds. Consider REIT.)
2007 re-balance
Domestic Equities =
- S&P 500 = 12%
- Large cap value = 6%
- Small cap value = 6.8%
- Small cap = 0.6%
- REIT =
- Microcap =
- Managed large value fund = 12.7%
- Energy sector = 3.9%
Foreign equities =
- Foreign large cap = < 1%
- Foreign large cap value = 6%
- Foreign small cap = 12%
- Emerging markets = 6%
- Managed foreign large value fund = 11.3%
- Foreign total market index = 5.4%
2006 (16.21%)
Total market, U.S.: 18%
S&P 500: 11%
U.S. large cap: 35.1%
U.S. midcap: 1%
U.S. small cap: 6.5%
U.S. energy: 2.4%
International: 19.5%
Bonds: 13.3%
2005 (7.91)
Home
My resume
How Illinois Votes
What is Chinet?
A friend's EQ movies
Stock Indexes
Sector Performance
Portfolios
Email me