« GIVEAWAY: Win a Copy of “It’s Not About the Money” | Main | I Don’t Rebalance »
Israelsen Portfolio Update
By JLP | December 2, 2008
I just finished updating the Isrealsen Portfolio. The portfolio, which is equally-weighted among seven asset classes, is down just over 31% for the year (the S&P 500 Index is down nearly 44% YTD). It seems that no asset class escaped this downturn.
I will update the portfolio as soon as I get the 4th quarter dividend information. I’ll also be making a change to the portfolio in January when I replace the Commodities Exchange-Traded Note for the iShares S&P GSCI Commodities Exchange-Traded Fund.
Topics: Investing |
December 2nd, 2008 at 2:17 pm
Doesn’t it make more sense to compare this to 5/7 S&P 500, 2/7 bonds?
December 2nd, 2008 at 3:29 pm
no S&P 400 MIDCAP ????
December 2nd, 2008 at 10:18 pm
What is your rationale for changing from GSP to GSG? Thanks, jas
December 2nd, 2008 at 10:25 pm
jasmpa,
After I put the portfolio together a reader mentioned that iShares had an exchange-traded commodities fund. Exchange-traded notes differ from Exchange-traded funds in that they are essentially debt instruments and are backed by the issuing firm. As we’ve seen this year, banks (big banks) can go under.
December 6th, 2008 at 10:26 am
It’s been a really tough year…