From the data listed from www.morningstar.com, the return for my portfolio (after fees and trading cost) was 8.4%.
The DJIA (as measured by the ETF DIA) was up 8.04%.
The S&P 500 (as measured by the ETF SPY) was up 1.18%.
The portfolio beat both the DJIA and the S&P 500.
Here is the breakdown of the portfolio:
25% Gold Mining Stocks: Closed End Fund – ASA.
ASA was down 23.63% this year. Closed End Funds are worthy of a future post. I’ll have to TRY to explain the premium/discount concept.
25% Long Term Bonds: Mutual Fund – WHOSX
TLT was up 41.23% this year.
35% Gold – GLD (for tracking)
GLD was up 9.57% this year.
5% Silver – SLV (for tracking)
SLV was down 10.74% this year.
10% Treasury Inflation-Protected Securities: ETF – TIP
TLT was up 13.28% this year.
2011 Year End Analysis:
The one position that I have mixed feelings about is Silver. Silver maxed out at $48.70 on April 28, 2011. I knew silver would be great speculation, but back in 2008, I sold out the majority of my silver position at $20, and moved the funds to gold. I’m a little mixed about the move because I did miss out on the big move to $48, but I’m more comfortable holding gold over silver. The silver market is/was too volatile for a majority position. I am also getting a little worried about Long Term Government Bonds. Long-term interest rates are already low, and I do not know how much longer that is going to last.