By JLP | November 1, 2010
Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version):
NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on December 31, 2009 for a net investment of $950,000. The portfolio also does not include trading costs.
The Vanguard REIT Index ETF is up over 24% year-to-date and now makes up 9.49% of the total portfolio.