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Thursday, December 24, 2009

Merry Christmas!

Merry Christmas, Happy Hanukkah, Seasons Greetings or all three if you are like me and like any excuse to be happy!


Reflections on a tough, but good year for me.

As of right now, my newsletter explore portfolio is up 34.4% YTD (now at 25% in fixed income 75% in equities) and my personal "core plus explore" investment portfolio is up 29.1% YTD with 33% in fixed income. (I still go with 120 less your age in fixed income and I'll be 53 in April.)

Up nearly 30% with only 2/3rds in equities is a heck of a good year... I am still not quite back to pre bear market highs, but it sure feels a heck of a lot better than at the end of 2008!

It has been a painful year for many of us in other ways if we saw loved ones or friends lose jobs or saw them go through foreclosure on their homes, but for some of us lucky enough to have funds to add to the market when it was lower, it has been a very good year investment wise.


Merry Christmas!

1 comment:

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