Here’s how the Retirement Portfolio has performed so far this year:
One important thing to note is the difference in fee structure. I reduced the amount of fees that I would charge on this sort of portfolio. The new total fee is now .62% (FOLIOfn fee of .27% and a management fee of .35%). The net return on the retirement portfolio for 2006 is 12.90%. Not too shabby. This compares with a 5.23% net return for 2005. Once 2006 has closed out, I’ll update the portfolio for 2007 using the final 2006 numbers.
For more information on this portfolio, check out these posts:
Looking at an Investment Strategy For Retirement – January 4th, 2006
Updating the Portfolios – November 14th, 2006