« 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 |