Total Portfolio ROI - February 2007

[retire@40]

Total annualized YTD ROI through 2/28/07 was 6.99%.

My best performing fund was Janus Contrarian Fund (JSVAX) with a YTD return of 4.69% (28% annualized).

My worst performer was Vanguard Energy Fund (VGENX) with a YTD return of -2.86% (-17% annualized).

 

[AirJordan]

Hello fellow active managed fund person, seems we own two of the same funds, I'm curious if you would look at the funds I own, and see what you think.

RYVPX (Royce)
DODFX (Dodge and Cox)
ARTKX (Artisan)
FBRVX (FBR yo)
VPCCX (Primecap Core)
FAIRX (Fairholme)

and the prospects of holding these funds for the next 5 years. Also as a person who uses active management, how long do you tend to keep funds? Looking for a friendly face around these troublesome parts

 

[JustCurious]

Total annualized YTD ROI through 2/28/07 was 6.99%.

That means your portfolio increased by about .58% since the beginning of the year.

 

[justin]

My bond component returned 16% YTD ROI during the Jan-Feb 2007 period. :

 

[retire@40]

That means your portfolio increased by about .58% since the beginning of the year.

That it does.

And in addition to that, the $10,000 I saved from earnings will only give me $1.10 of extra daily spending money ($1.09 on leap years).

Just like every penny counts, so does every basis point count.