My Portfolio


2007 (7.99%) (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
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)



 














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