Operational reports first half of 2009
Was put together every January and July semiannual investment performance of individual 一応.
I decided that the investment I, when the stock fell after the collapse of Lehman Brothers in the fall of 2008, opened a securities account, ie the stock market that started around March 2009 and started studying the actual investment of some investment was a period of substantial decline. (This would only opportunity a down)
Courage to invest heavily in the course of March began in earnest to purchase but it was turned to May from April, after a time, so of course the stock market is picking up a single All items except for a positive situation.
Yield after the start funding long-term investment and we assume so because it has no meaning, and cost containment efforts in the future investment strategy and further efforts must be found.
Current issues are extremely unbalanced and the portfolio compared to the target asset allocation, rebalancing how you proceed it.
Since I operate a personal allowance money rather than lives, mainly equity and fixed income ratio is very low, and the assets would go to form the North American investment in China, focused index of the euro area, the following ratio are scheduled to be operational by.
Easy to take a risk by not living expenses, which emphasizes the euro to weaken the North American source and the ratio of market capitalization in each region. (Continued trade deficit budget, the value of US U.S. dollars compared to the euro has tied financially because the situation can not maintain the value of the dollar not support buying Japan and other countries are substantially and I even underestimated. China regarding political or fewer children, the intervention continued to maintain a stable yuan, which becomes painful 元高 export industries, country risk can not trust any other economic indicators, despite efficient economic management by the one-party rule for reasons such as education and higher living standards than other countries due to differences · BRIC's cheap labor.)
Originally may also include 401K, currently not included. (The contents of 401K operations are slightly higher proportion of bonds)
| The goal | 09 first half | |
|---|---|---|
Euros (including England) | 30% | 7.63% |
North America | 25% | 16.63% |
Japan | 10% | 38.91% |
Emerging | 30% | 21.74% |
Of China | 20% | (17.79%) |
Pacific | 5% | 12.13% |
More | 2.96% | |
100% | 100% |
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