Operational reports first half of 2009
I decided to put together every six months in January and July, the results of its operations for the personal tentatively.
Stock markets means that around March 2009 was Omoita~tsu investment I, when the decline in equity since the collapse of Lehman Brothers in the fall of 2008, opened a brokerage account, and that started the investment actually began to study investing some was the equivalent period fell. (Chance would be falls only this one)
I began to buy in earnest courage to invest heavily at the time of March, so did not but after becoming the April-May, of course, because the time since the stock market is picking up, of course, one plus all circumstances except for the item.
Immediately after the start of yield reserve is so because they do not have the meaning given to assume long-term investment, investment strategy and cost containment efforts in the future it needs to make further efforts.
The current problems are, and the very unbalanced compared to the target portfolio asset allocation, or how the rebalance its advance.
We thought Since my operation pocket money an individual, not a living fund, the ratio Bonds are going to form asset center stock, investment in index with an emphasis on North America and China Euro geographically very low, the ratio of the following are planning to operate in the.
Easy to take the risk, that the emphasis on North America and euro yuan to weaken the ratio of market capitalization from each region because it is not money to live on. The value of US dollar and Can I evaluated substantially low compared to euro is tied financially because the situation continued trade deficit and fiscal (the value of the dollar can not be maintained and do not support the buying countries, including Japan. Although China is country risk with respect to other export industry will be painful continuation of the intervention to maintain political systems and declining birth rate, the depreciation of yuan, and become appreciation, you do not trust some economic indicators, economic management for efficient one-party dictatorship . by reason of education, such as high standard of living compared to other countries of cheap labor by gap · BRIC's)
Originally might should also include 401K, at present are not included. (Contents of the operation of 401K, the ratio of bond is slightly higher)
| The goal | 09 first half | |
|---|---|---|
(Including the UK) Euro | 30% | 7.63% |
North America | 25% | 16.63% |
Japan | Ten percent | 38.91% |
Emerging | 30% | 21.74% |
Of China | 20% | (17.79%) |
Pacific | 5% | 12.13% |
Other | 2.96% | |
Hundred percent | Hundred percent |
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