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%.
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.
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.
ARGH! Hang on tight!
Only thing we (actually the kids) have in the market that continues to climb is Vanguard’s Energy Fund, VGENX!
@ 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…
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