Friday, April 2, 2010

The 2010 IRA portfolio Easter report

Fund picks for 2010
The 2010 portfolio is now three months plus a day weeks into the year. The S&P 500 index is up 5.6% the 2010 portfolio is up 6.65 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
CGMRX CGM Realty fund

The portfolio is being lead by it's largest holding the Janus overseas fund which is up a full 9 percent and the Westcore Select Fund which is up 9.2 percent. Dragging performance down are the bond funds and the GAMCO (Gabelli) Gold fund which are all up around 2.75 percent.
Fund picks for 2010

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