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 [1].
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 [2]. 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 [3] 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
- May 2008 [4]
- April 2008 [5]
- March 2008 [6]
- February 2008 [7]
- January 2008 [8]
Check out how others did in June
- June 2008 Financial Status / Net Worth Update [9] at My Money Blog
- Net Worth Update – June 2008 [10] at Lazy Man and Money
- June 2008 Net Worth Update (+2.09%) [11] at Million Dollar Journey