| cash | 33.40% | | | |
| US | 34.55% | | | |
| foreign | 19.24% | | | |
| bonds | 9.62% | | | |
| other | 1.59% | | | |
| not class. | 1.55% | | | |
| | | | |
| largecap | | 15 | 13 | 13 |
| midcap | | 7 | 8 | 8 |
| smallcap | | 10 | 7 | 3 |
| | | | |
| LV | 21.24% | | | |
| LG | 19.59% | | | |
| M/SV | 24.88% | | | |
| M/SG | 18.38% | | | |
| | | | |
| average ER | 1.22% | | | |
| yield | 2.73% | | | |
| | | | |
| | | | |
Most pertinent actions taken:
- Bot some Visa in my Sharebuilder Roth in early April. (This is in addition to my 401k's V shares.)
- Also initiated a weekly DCA into ING in my Sharebuilder Roth --- a very low-level DCA I plan to continue thru the end of 2008 --- or beyond.
- Bot AWP Alpine Global Premier Property on 4/15 at 12.73... and, yes, I first bot it on 8/1/07 at 16.95 (a few months after its IPO). It did nothing but skid down, down, down so I sold it 11/16/07 at 14.05. After many moons of watching it, I believe it may have settled down.
Regards,
Susan
P.S. Yes, the +6.36% YTD return for my 401k is real and triple-checked. Both Visa and my other investments there are doing quite well. Hallelujah!
