Saturday, May 22, 2010

The 2010 IRA portfolio Bad few weeks update.

Fund picks for 2010
The 2010 portfolio is presently almost five months into the year. The S&P 500 index has had a rough month in May and is now down 2.5% For the year. The 2010 portfolio is down less than 1 percent.
The funds in the portfolio are:
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
CGM Realty fund

All of the funds with international exposure are weak. The bond funds and the
CGM Realty fund are gainers for the year as well as the Westcore select fund which continues to do well.

Fund picks for 2010

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