Sunday, May 01, 2011

Moominmama Portfolio Performance April 2011

The portfolio had nice gains in April, though largely due to the fall in the US Dollar. The MSCI World Index rose 4.15% and the portfolio 3.46%. As you can see we made a few large changes in the portfolio - selling bonds - in preparation for both buying new investments and another possible major move (actually quite literally) in possible progress. We are also making some progress in sorting out the probate situation in the UK regarding one of my Dad's investments (he died in 2002 so this has been a long-term problem). We also closed my Mom's remaining UK offshore bank account and consolidated that account into her main fund manager. Generally, we are trying to simplify her affairs, diversify investments further, and deal with her living situation.

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