Geez! This took me freakin' forever to get into this format! Anyway, here are the 2004 results of what I feel is a retirement-worthy portfolio consisting of 40% US Equities, 40% US Bonds, and 20% International Equities.
12/31/2003
12/31/2004
Value
Value*
iShares DJ US Basic Materials IYM
$40,000
$44,835
iShares DJ US Consumer, Cyclical IYC
$40,000
$44,283
iShares DJ US Consumer, Non-cyclical IYK
$40,000
$44,759
iShares DJ US Energy IYE
$40,000
$52,626
iShares DJ US Financial Services IYF
$40,000
$45,158
iShares DJ US Healthcare IYH
$40,000
$41,678
iShares DJ US Industrial IYJ
$40,000
$46,508
iShares DJ US Technology IYW
$40,000
$40,534
iShares DJ US Telecom IYZ
$40,000
$47,225
iShares DJ US Utilities IDU
$40,000
$49,066
iShares MSCI EAFE EFA
$200,000
$237,840
iShares Lehman Aggregate Bond AGG
$200,000
$207,413
iShares GS $ InvestTop Corp Bond LQD
$200,000
$211,131
$1,000,000
$1,113,057
*Means dividends are included.
JLP
http://AllThingsFinancial.blogspot.com