Index | Aug % | YTD % |
S&P 500 TR | -4.51 | -4.62 |
MSCI EAFE | -3.34 | -9.81 |
上海 Shanghai | 0.05 | -19.48 |
Fund | ||
1.83 | 12.42 | |
2.79 | 7.27 | |
3.84 | 0.87 | |
1.04 | 6.11 | |
1.24 | -3.07 | |
3.62 | 10.59 | |
1.04 | 2.61 | |
7.90 | -9.53 |
The euro went lower and gold and gold miners went higher, as did silver. Another winner from the portfolios are heavy weightings in iShares Barclays 20+ Year Treasuries (TLT), most funds have had very large chunks in this ETF for many months, more than a year for many. The buyout of McAfee (MFE) helped boost the Software Security Fund.
I long for the day when I can exit positions such as TLT and fully invest in target sectors, but for now I think this remains the best strategy.
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