| Jan | YTD |
|---|---|
| +3.6% | +3.6% |
| Investment Option | Percent |
| Active Global Equity Fund | 20% |
| S & P 500 Index Fund | 20% |
| Active Bond Fund | 20% |
| Active Inflation-Protected Bond Fund | 30% |
| Real Estate Investment Trust Index Fund | 10% |
Saturday, February 2, 2008
Jan performance +3.6%
It's been a good January for my portfolio, despite my Active Global position (-3.6%).
I'm 50/50 equity-bonds; I reduced bonds for S&P and REITs after the rate cut. My current allocation:
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