Second Quarter 2009 investment results

[tuixiu]

We just did the monthly buy and got lucky with the Thursday market dip.

I know that's not very significant in the grand scheme but for some reason it's a thrill (or grumbling) when the exact day you move cash to equities the market moves strongly in one direction or the other. Same for the annual rebalance, where I must do my obligatory mention of still being pissed about the new year DOW 9k uptick.

 

[caninelover]

Yep, sure is nice to have one quarter where the return is positive, it is a confidence booster.

+18%, about 80% in equities

 

[Life_is_Good]

Up just over 11% for the Q

AA = 65/35

 

[bbbamI]

Up about 15% 40/40/20. No money added...so this makes it even better...

 

[RockyMtn]

Second quarter total return (+14%) was nice rebound from a slightly down first quarter(- 6%). Took some profits mid june in natural resource fund, international funds and small cap funds as I thought they ran too far too fast. Proved to be a wise move. +7.4% ytd with some cash to play with once this current pullback runs its course. AA is 65/35.