Wednesday, March 01, 2006

ER Portfolio Return - February 2006

Well... February wasn't a great month from a return perspective but I did accomplish a great deal toward my goal of getting to a more rationalized asset allocation. First, here are the stats for February:

  • February Return: -0.76% (Russell 3000 returned 1.27%)
  • 2006 YTD Return: 3.4% (4.65%)
  • Trailing 12 Month Return: 11.5% (14.1%)

Here's the long view...


I'll post my current allocation and major holdings in a follow-up post.


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