Saturday, January 30, 2010
The 2010 IRA portfolio
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