Ouch! June was a rough month for our portfolio. Our portfolio decreased -6.4% in June, that brings us to 968% total increase since the beginning of our dollar plan.
In addition, our year-to-date return is -7.7%.
Reflections on my portfolio this month
I just moved a portion of our portfolio to a CD ladder. I just did that last week, so it isn’t the likely explanation for the significant drop this month.
In addition, due to the need for access to cash, I’m adjusting our asset allocation even further. I’ll write about the changes soon.
June Performance Highlights
Individual Stocks
- Best: Exxon Mobil
- Worst: Home Depot
Mutual Funds
- Best: BGI US Debt Index Funds (Bond Index) - last month’s worst
- Worst: Vanguard REIT Index
Previous 2008 Net Worth Updates
Check out how others did in June
- June 2008 Financial Status / Net Worth Update at My Money Blog
- Net Worth Update - June 2008 at Lazy Man and Money
- June 2008 Net Worth Update (+2.09%) at Million Dollar Journey
Related Articles
This is one of those months where I’m glad most of my net worth is tied up in my house…
My investments sunk hard, but I ended up +0.30% mostly by paying down a good deal of debt.
That One CavemanJuly 1st, 2008 at 10:11 am
ARGH! Hang on tight!
jayOnly thing we (actually the kids) have in the market that continues to climb is Vanguard’s Energy Fund, VGENX!
July 1st, 2008 at 1:20 pm
@ Caveman: Luckily, it’s just my portfolio and I don’t include my house. Hopefully paying down our mortgage would offset our losses slightly.
@ Jay: Off to check out VGENX…
July 8th, 2008 at 11:29 am