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Is anyone else pleasantly surprised by their quarterly investment performance? How did you folks do in the second quarter of 2009? What is your asset allocation currently?
For reference, the Vanguard S&P 500 Index fund is up 16.0% for the quarter. the VG Total Market Index fund is up 16.9%. The VG Total International Index fund is up 27.3%. The VG Total Bond Market Index is up 1.7%.
I'll be the first to share. My total portfolio is up 25.9% for the quarter. This is with a portfolio that is virtually 100% equities, equally split between US and International, with a tilt towards small and value, plus some REITs.
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