Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
This is about 80% of my holdings in IRA & Roth IRA. All Vanguard unless specified. Have not rebalanced in a while. Send dividends to MMF for redistribution once a year or so. (Haven't figured out how to represent tables here yet.)
Overall performance since Jan 1 = 6.8%
Fund name, symbol, % of portfolio:
Fed MMF (since moved to Fidleity Canada fund, FICDX),
500 Index Fund, VFINX, 10.1%
International Value Fund, VTRIX, 11.6%
Small-cap Index Fund, NAESX, 12.2%
Health Care Fund, VGHCX, 10.5%
REIT Index Fund, VCSIX, 12.8%
Emerging Markets Stock Index Fund, VEIEX, 14.0%
Small-cap Value Index Fund, VISVX, 12.7%+0.4%
Mathews Asian Growth & Income Fund, MACSX, 10.2%
Extended Market Index, VEXMX, 0.4%
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."