My Personal Finance Journey

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Portfolio Update - April 2007

Contributed by mm | May 6, 2007 9:38 PM PST

Let me start this month's installment of portfolio update with the announcement of changed format. As you can see below, the new design brought a few important changes:

1) Grouped by asset class (domestic equity, foreign equity, cash, etc.), instead of investment type (mutual fund, stock, cash, etc.) to better represent asset allocation

2) Improved breakdown of month-to-month changes; now investment gains or losses are separated from cash flow related to purchases and sales.

3) Comparison of portfolio performance vs benchmark

portfolio-07-04.jpg

MAJOR TRANSACTIONS

1) Weekly dollar-cost-averaging purchase of selected foreign equity funds for a total of $13,000.

2) Increased position of Class B share of Berkshire Hathaway Inc (BRK.B) at $3,643. Now I own a total of 10 Class B shares!

MONTHLY COMMENTS/NEXT STEPS

1) Efforts have been made to gradually move the Portfolio's asset allocation to the desired 50-35-15 allocation. In the foreign equity space, I plan to continue the dollar-cost averaging purchase on a weekly basis. In the domestic equity space, barring good stock ideas, I might have to add more domestic fund positions.

2) The Portfolio underperformed the similarly allocated 45-30-25 Benchmark by 0.3 percentage points in the month, but is still ahead by a full percentage point since 2006.

This Post Has Received 5 Comments. Share Your Opinions Too.


M. Commented on May 7, 2007

Hi,
Could you also describe what software you use to maintain your net worth so neatly categorized ? I tried with an Excel spreadsheet but it got way too complex too quickly.
Thanks,
~M.


Arishap Commented on May 7, 2007

I enjoy reading you blog very much. i'm also interested in learning what applicaton/utility use use for your reports. Please let us know if you can.


Arishap Commented on May 7, 2007

I enjoy reading you blog very much. i'm also interested in learning what applicaton/utility use use for your reports. Please let us know if you can.


M. Commented on May 9, 2007

Very Nice!!


a Commented on May 10, 2007

In some older posts I think I read that Microsoft Money was being used. I could be wrong.


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