Thursday, July 2, 2009

Portfolio Return as of June 30, 2009

A nice rally in the second quarter sent all my accounts in the black.
At this point my brokerage and IRAs are mostly in cash though.

I have a feeling that an end of the recession by year-end is currently priced in the market. If bad economic news keep on coming, signaling that the recession may extend into next year, we could experience some downside from these levels.



During the same period the S&P 500 was up 1.78% before dividends, 3.16% after dividends.

0 comments: