LTTs up ~30% Last 12 Months
Posted: Fri Jun 29, 2012 6:54 pm
I don't check my portfolio earnings/losses too closely, however I do frequently log in to verify no hacking has occurred and to modify 401k contributions each month to maximize how much I contribute based on what my spending needs are.
I've been pleasantly surprised that my total portfolio value has been relatively unchanged YTD (maybe up about 1%) considering International Stocks are down 25% YTD and I hold almost 20% of my total portfolio in international stocks.
Approximately 25% of my total portfolio is currently individually held long-term US treasuries, approximately 28 years to maturity on average.
I wanted to figure out how the hell I've been able to keep a fairly neutral total value in spite of such huge losses in International stocks that make up a large chunk of my portfolio. Part of it is due to the fact that I am also heavily invested in US REITs and they've beaten the SP500 by a few percent YTD.
Most of the fact is due to LTTs doing about 30% growth over the last 12 months. It's compensating for the 50% annualized losses I have in my international stocks.
I've been pleasantly surprised that my total portfolio value has been relatively unchanged YTD (maybe up about 1%) considering International Stocks are down 25% YTD and I hold almost 20% of my total portfolio in international stocks.
Approximately 25% of my total portfolio is currently individually held long-term US treasuries, approximately 28 years to maturity on average.
I wanted to figure out how the hell I've been able to keep a fairly neutral total value in spite of such huge losses in International stocks that make up a large chunk of my portfolio. Part of it is due to the fact that I am also heavily invested in US REITs and they've beaten the SP500 by a few percent YTD.
Most of the fact is due to LTTs doing about 30% growth over the last 12 months. It's compensating for the 50% annualized losses I have in my international stocks.