Saturday, March 13, 2010
2010 portfollio March 12
The 2010 portfolio which I published on Hubpages in an article entitled Fund picks for 2010 continues to beat the S&P500 index. The portfolio is up 4.4 percent year to date while the S&P500 is up 3.1 percent year to date.
The portfolio consists of the following funds.
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
All of the funds except the gold fund are up. The Gabelli Gold fund is down for the year but only down less than 2 percent. The biggest winners to date are the Westcore select fund up almost 7.2 percent and the Janus overseas fund up 6.5 percent.
Again I published this portfolio Fund picks for 2010 on Hubpages.