The Conservative portfolio lost .46% for the month of January. We were too light on longer term bonds to have a positive return in a month when most categories of funds slipped.
Vanguard Dividend Growth (VDIGX) was the worst performer, down 2.14%. This is currently our second highest risk fund in the portfolio (even though it is lower risk than many stock funds) so a drop like this should be expected in a down market.
American Century International Bond (BEGBX) slipped 2% as the U.S. dollar turned around, partially offset by an up month for bonds in general. The dollar has fallen just about as far as it is going to, in our opinion, and we may shave this holding down if an attractive alternative comes along.
Safer stock funds like Bridgeway Balanced (BRBPX) did relatively well, down 1.12%
Foreign stocks continued to outpace the U.S. market. Forward International Small Company – this portfolios highest risk fund, was up 1.71%.
The Aggressive Growth portfolio lost .95% for the month of January. We were too light on longer term bonds to have a positive return in a month most categories of funds slipped.
Foreign stocks continued to outpace the U.S. market, Artisan International Small Cap (ARTJX) was up 1.37%. Those in the alternate, Forward International Small Company (PISRX) – did fine with a 1.71% gain. Japan was fair, with T. Rowe Price Japan (PRJPX) down .59%.
So much for mega cap stocks to lead the market in 2005, Bridgeway Blue Chip 35 (BRLIX) was down 3.34% in January – our biggest dog last month.
Telecom stocks were weak, with Gabelli Global Telecom taking a 2.55% dive. We’re going to sell this fund soon.
Shorter term bonds were flat but flat wasn’t too bad in January. Payden Global Short Bond (PYGSX) was up .14%, Vanguard Short Term Corporate (VFSTX) was unchanged.
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The Conservative portfolio lost .46% for the month of January. We were too light on longer term bonds to have a positive return in a month when most categories of funds slipped.
Vanguard Dividend Growth (VDIGX) was the worst performer, down 2.14%. This is currently our second highest risk fund in the portfolio (even though it is lower risk than many stock funds) so a drop like this should be expected in a down market.
American Century International Bond (BEGBX) slipped 2% as the U.S. dollar turned around, partially offset by an up month for bonds in general. The dollar has fallen just about as far as it is going to, in our opinion, and we may shave this holding down if an attractive alternative comes along.
Safer stock funds like Bridgeway Balanced (BRBPX) did relatively well, down 1.12%
Foreign stocks continued to outpace the U.S. market. Forward International Small Company – this portfolios highest risk fund, was up 1.71%.
The Aggressive Growth portfolio lost .95% for the month of January. We were too light on longer term bonds to have a positive return in a month most categories of funds slipped.
Foreign stocks continued to outpace the U.S. market, Artisan International Small Cap (ARTJX) was up 1.37%. Those in the alternate, Forward International Small Company (PISRX) – did fine with a 1.71% gain. Japan was fair, with T. Rowe Price Japan (PRJPX) down .59%.
So much for mega cap stocks to lead the market in 2005, Bridgeway Blue Chip 35 (BRLIX) was down 3.34% in January – our biggest dog last month.
Telecom stocks were weak, with Gabelli Global Telecom taking a 2.55% dive. We’re going to sell this fund soon.
Shorter term bonds were flat but flat wasn’t too bad in January. Payden Global Short Bond (PYGSX) was up .14%, Vanguard Short Term Corporate (VFSTX) was unchanged.