Tuesday 23 October 2012

Portfolio Performance Data (October 2012)




Here is my performance data since October 2011 (to see the current portfolio see here ):

 

Overall my total portfolio is up almost 26% in the last year. Below is a breakdown of the monthly returns:


Month
Return
Oct 2011
18.2%
Nov 2011
-3.2%
Dec 2011
-2.0%
Jan 2012
3.7%
Feb 2012
3.9%
Mar 2012
-4.1%
Apr 2012
-3.9%
May 2012
-5.1%
Jun 2012
1.8%
Jul 2012
6.0%
Aug 2012
2.0%
Sep 2012
3.6%
Oct 2012
4.4%

Recent performance has been very strong, up 19% since the end of May, after a tough spring that saw a drawdown of just over 12.5%. The current year-to-date (YTD) return is a modest 12.2%.



1 comment:

  1. Check out the end of month portfolio data by going to:

    http://completeportfolio.blogspot.kr/2012/10/portfolio-performance-month-ending.html

    or by clicking on the Portfolio Performance link on the Blog Archive on the right.

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