Tuesday, November 01, 2011

Moominmama Portfolio Performance October 2011



Finally a positive month... The MSCI World Index gained 10.74% for the month while the S&P500 total return index gained 10.93%. But the portfolio only gained 4.85%. Beta is estimated at 0.49 so this is roughly what you'd expect to see. Alternative investments lost money while equities actually outperformed the indices.

My preliminary estimate is that we gained more than 15% in USD terms in October.

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