2007 1Q Report
- From: "Don Tiberone" <s_knight8@xxxxxxxxxxx>
- Date: 31 Mar 2007 01:18:58 -0700
S&P 500 up 0.1%. I managed a 2.1% gain.
My various allocations.
30.6% Bonds/Floating Rate Funds
17.3% Equity Income Funds
17.2% Misc Mutual Funds
8.2% Precious Metals
5.9% Natural Resources
4.8% Cash
4.1% Alternative Energy
3.7% REITs
2.8% Utilities
2.1% International
1.9% Food/Water
1.4% Index Funds
Not a bad 1st quarter. I would have liked to have performed better but
considering the markets are flat this year, I can't really complain. I
pretty much decided to dump all my stocks late last year and go with
all
funds and ETFs, in order to reduce volatility. So far so good in terms
of
outperformance.
Some of my better performers.
URPTF up over 33%.
GGN up 9.6%
PBW up 9.1%
Some of my worst.
IGR down 10.9%
TDF stopped out for a 12.9% loss
FXI stopped out for a 7% loss
Also, the US markets closed on the first day of the year because of
President Ford, hurt me bad. I was holding on to some oil stocks until
the
1st of the year so that I could delay paying taxes. I planned on
dumping
them on the first day of the year. So basically COS drops 0.6% in
Canada on
January 2nd. But unfortunately, I couldn't sell. I had to wait till
the next
day when COS dropped another 6.9%. Fortunately I dumped early in the
day and
only lost 3.7% before it plunged further.
Basically my REITs and China stocks hurt me bad this quarter as well
as some
stupid timing with my oil stocks. But despite some stupid mistakes
this
quarter, I still managed a 2.1% gain so I can't complain.
.
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