Saturday, January 2, 2010

My Investment Portfolio Return for 2009

My portfolio was up 20.8% in 2009. In comparison, the S&P500 was up 26.5% including dividends (23.5% before dividends).

In the accounts I actively trade, I started the year mostly in cash. I have been tiptoeing back into the market, but not aggressively enough, which explains my lackluster year compared to the S&P500.

I have been diversified across 3 different strategies:
-Buy-and-hold currently represents 30% of my portfolio
-Trend following using ETFs
-Swing trading on stocks which has not been working so well

In 2010 I will reduce the amount of swing trading and increase the share of my portfolio dedicated to trend following.

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