Indexfundfan\’s blog (new URL is Indextown.com)

July 4, 2006

Portfolio return for June 2006

Filed under: My Portfolio — indexfundfan @ 9:13 am

Despite a poor start to June, my portfolio managed to eke out a small gain of 0.15% in the month, after the markets recovered in the last few trading days of the second quarter. The month’s asset movements in my portfolio are as follows:

Net outflows : US L, REIT, Healthcare.
Net inflows: US S, EAFE L, EAFE S, Emerging Mkt, PME.

Most of the outflows came from US L and REIT, and they went mostly into emerging market equities. These movements are to bring the portfolio back into balance. In this month, I also completed my tax-harvesting of the emerging market equity position by using EEM in the interim for VWO.

My updated asset allocation chart is shown below:

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