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Author: yttire Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 418  
Subject: Asset mix update Date: 3/20/2007 8:48 AM
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Thanks for the update Chuck.


We are about 9 months past the end of the contest, and the asset mix continues to perform exceptionally. The total return on investment sans dividends since the start of the experiment has been 19.57%, and there were around $15,000 in dividends/income on top of that at the end of the year so there should be another $10,000 I would estimate since then.

(At the end of the year capital gains were around $55,000 now they are $97,000)

The real estate picks (thanks to REIT nut) have done exceptionally well (34%, 22%) , the profunds ultrasector oil and gas (36%) has performed exceptionally well too, and both of these made it into my real port in decent sizes when we started. So, I have to say I really am glad I invested the effort in tracking these down!

However, sad to say I did not invest in Dimensional Emerging Markets I now up 54% since the inception! Wow!

AMB AMB Property Corporation $67,413.00 $17,451.50 34.93%
CIVVX Causeway International Value Inv $61,578.00 $11,583.30 23.17%
DFEMX Dimensional Emerging Markets I $38,427.20 $13,473.40 53.99%
ENPIX Profunds UltraSector Oil & Gas Inv $34,254.29 $9,247.17 36.98%
FCNTX Fidelity Contrafund $82,662.40 $7,624.60 10.16%
GMGBX GMO Global Bond III $50,567.50 $548.00 1.10%
PTTAX PIMCO Total Return A $48,728.35 -$1,602.42 -3.18%
TBGVX Tweedy, Browne Global Value $64,163.42 $14,165.00 28.33%
VTSMX Vanguard Total Stock Mkt Idx $89,040.75 $14,051.70 18.74%
WRE Washington Real Estate Investment Trust $61,937.04 $11,438.44 22.65%

Total Account Value $598,771.94 $97,980.68 19.57%
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