YTD my base portfolio did about 3%.
Commodities(11%), reits(again), EM debt as well as EM equity were the biggest winners, with my foreign developed bond fund PFUIX being down about 7% as it is not US $ hedged - a risk I am willing to continue to take.
The welcome surprise for me was the Vanguard PM fund VGPMX with it's broader exposure that include mining/diamonds Etc. actually ended up 5% ytd while a more gold focused fund like BGEIX ended down about 9%.
I have said it before; this year looks almost exactly like last year; a dull first couple of qtrs (last year trended downwards a bit, this year more flat) and then I hope that the end year will bring the same boost as last year!
How did your portfolios do?
Cheers!
Commodities(11%), reits(again), EM debt as well as EM equity were the biggest winners, with my foreign developed bond fund PFUIX being down about 7% as it is not US $ hedged - a risk I am willing to continue to take.
The welcome surprise for me was the Vanguard PM fund VGPMX with it's broader exposure that include mining/diamonds Etc. actually ended up 5% ytd while a more gold focused fund like BGEIX ended down about 9%.
I have said it before; this year looks almost exactly like last year; a dull first couple of qtrs (last year trended downwards a bit, this year more flat) and then I hope that the end year will bring the same boost as last year!
How did your portfolios do?
Cheers!