Oct 5th, 2009
September Labors: How My Model Portfolio Did
Let’s face it–especially considering just how horrible things looked in early March, our model portfolio has had a splendid year–and if the performance through March had simply been breakeven, it would be a fantastic year. Let’s see how things went as the kids went back to school and our summer slipped away.
The Vanguard Total Stock Market Index (VTSMX) continued its upward climb, up 6.10% in September alone! For the year, it’s up 16.16%–what a reversal from its early year plunge. Remember, this fund also pays a dividend yield of 2.11%.
The Vanguard Total International Index (VGTSX) was also up, an even better 7.52% for the month, and a very hot 29.88% for the year. This fund also pays a dividend yield, even stronger than the domestic VTSMX–2.39%.
In the fixed income portion of our portfolio, the Vanguard GNMA Fund (VFIIX) was again up, but a microscopic fraction .003% but paying a 4.42% yield. And finally, the Vanguard Total Bond Index (VBMFX) was also its usual steady self, up a super tiny .007% while continuing to pay its 4.32% yield.
All in all, it’s been a great month and a fantastic year. Let’s hope things keep rolling through the rest of 2009!
Your portfolio looks very similar to mine! The only fund I don’t own that is listed above is the Total International Index.