The 2010 portfolio is now six weeks into the year. I am posting the chart of the portfolio.
JAOSX Janus overseas fund
RYLPX Royce Low-Priced Stock Fund
PLDDX PIMCO Low Duration Bond Fund
WTSLX Westcore Select Fund
LZOEX. Lazard Emerging Markets Equity Fund
AKREX Akre Focus Fund
GOLDX. GAMCO (Gabelli) Gold fund
YAFFX Yacktman Focus Fund
WGRNX Wintergreen Fund
BJBHX Artio Global High Income
CGMRX CGM Realty fund
As of February 13, 2010 this portfolio is down 2.1 percent while the S&P500 is down 3.54% year to date. The 2010 portfolio was up almost 2% last week compared to the S&P500 which was up about 1%.
To read more about Fund picks for 2010
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ReplyDeleteDo you have any single stock
investments or are they all
in Mutual Funds? You seem
to be extremely diversified.
I know Emerging markets and
Gold funds have done extremely
well. I wonder if they can
keep up the trend.
Thank you for visiting. I do not recommend single stocks. If you notice I have a small position in the Gabelli Gold Fund which did very well this week even though the market was down.
ReplyDeleteWhere would I set up a portfolio like this?
ReplyDeleteBob you can buy all of these funds NTF (no transaction fee) at Fidelity. My guess is you could do it at Vanguard or Schwab as well.
ReplyDelete