11.10.2009

Top Fund Last Week: PNRZX Jennison Natural Resources Z

PNRZX Jennison Natural Resources Z gained 5.67% last week, more than any other fund I track. Emerging markets, natural resources, growth funds all gained ground.


BTTRX American Century Target Mat 2025 Inv lost 2.58% last week, more than any other fund I track. Real Estate and a broad based commodity fund I bought, DJP iPath Dow Jones-AIG Commodity Idx TR ETN also lost money.





11.08.2009

Portfolio Update 11/6/09: Sorry I Am

I haven't posted in a long time. I'll never be able to tell you how Sorry I Am.



Lots of ups and downs over the last few weeks leave us pretty close to where we were when I last checked in.Up until August of this year, Morningstar had my original cost at 50,000, the original amount I hypothetically invested in each portfolio. I just noticed that the "Original Cost" has been rising. I wonder if Morningstar is now adding reinvested dividends to the original cost column. That is how one should calculate the basis for non-retirement investmens, but it kinda sucks that Morningstar changed how their portfolio tracker behaves without communicating with its customers...



WylieMoney Slowly
Lazy 20 Mostly Index

WylieMoney Mostly Managed

ETF 20

Three Fund Index

S&P 500