Tuesday, January 22, 2008

Net Worth and Portfolio Update


Our net worth is down around $US39k (AUD 36k) month to date. The portfolio has lost 9.7% in USD terms or 7.8% in AUD terms. On the other hand, I estimate that the S&P 500 is down 13.9% (including the 61 points the futures are down currently) and the MSCI down 16.7% (If world markets fell 5% on average today). Percentwise, I've had worse months:

Sep-02 -18.21%
Sep-01 -15.56%
Aug-98 -13.61%
Jul-02 -13.13%
Jun-02 -11.94%
Feb-01 -10.05%

But they're all from the great millennial bear market and the 1998 correction. In dollar terms (rather than percentages) this is the worst, but in mid-August 2007 we were down more.

No comments: