Nice month for a change, last month was -8% YTD

My results are -4.22% YTD using Bobbi’s simple method and -4.34% with Dons and –4.34% with XIRR. 

Behind VTSMX 2.22% from June 2001.

I have no target allocation goals, but I currently have 3.80 years worth of living expenses in fixed.

Current portfolio is:

LIVING EXPENSES FUNDS: (15% of total)

15%     Cash (Emigrant Direct and CD)

Equity: (74% of total)

9%            MPGFX (Mairs and Powers)

13%          RYTRX (Royce total return)

11%            DODIX (Dodge and Cox bond fund)

10%          LLPFX (Longleaf Partners)

16%          DODGX (Dodge and Cox Stock fund)

6%            DODBX (Dodge and Cox Balanced)

15%          DODFX (Dodge and Cox International)

5%            TAVFX (Third Ave Value)

My asset allocation including cash/bonds in funds is currently:

15% Cash

11% bond fund

15% foreign 

59% Domestic funds

Took some larger than normal draws this month to pay for car rapairs.

Ben