Current state of my individual and IRA funds.
Individual --
ADM ARCHER DANIELS MIDLAND CO (just added)
IDU UTILITIES INDX (ISHARES DJ-US) 16.15% gain
IXP ISHARES S&P GLBL TELECOMM SE 26.59% gain
IYE ENERGY INDX (ISHARES DJ-US) 36.92% gain
VAW VANGUARD MATERIALS ETF 25.25% gain
Sold IXG and ICF on 11/26 as they were huge losers and bought ADM.
12/31/07 -- 26.18% gain... would have been better without IXG and ICF.
IRA --
AGG LEHMAN AGG BOND FUND ISHARES -0.91% loss
EFA EURO-ASIA INDX (MSCI-ISHARES) 24.38% gain
IWD RUSSELL 1000 VALUE (ISHARES) 10% gain
IWF RUSSELL 1000 GROWTH (ISHARES) 14.92% gain
TIP LEH US TREAS INF FD (ISHARES) 2.06% gain
12/31/07 -- 12.86% gain... but will be hurt this year and probably next.
I've sold all but EFA which I'll bring up to 20% of holding in the IRA.
I'll buy IDU, IXP, IYE, and VAW in equal amounts.
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Some additional info:
EFA (avg of the past 5 yrs: 19.93%)--
3/8/02 - 2/5/08 79.77%
1/5/07 - 12/28/07 7.88%
1/6/06 - 12/29/06 23.2%
1/7/05 - 12/30/05 11.26%
1/2/04 - 12/31/04 20.89%
1/3/03 - 12/26/03 36.45%
ADM (avg of the past 5 yrs: 29.57%)--
4/15/83 - 2/5/08 1245.43%
1/5/07 - 12/31/07 45.28%
1/6/06 - 12/29/06 22.69%
1/7/05 - 12/16/05 12.33%
1/9/04 - 12/31/04 47.55%
1/10/03 - 12/19/03 20%
IDU (avg of the past 5yrs: 16.51%)--
6/30/00 - 2/5/08 39.27%
1/5/07 - 12/31/07 13.95%
1/6/06 - 12/29/06 17.54%
1/7/05 - 12/30/05 11.3%
1/2/04 - 12/31/04 20.08%
1/3/03 - 12/26/03 19.71%
IXP (avg of the past 5 yrs: 17.2%)--
3/8/02 - 2/5/08 53.18%
1/5/07 - 12/31/07 22.3%
1/6/06 - 12/29/06 30.11%
1/7/05 - 12/30/05 -9.03%
1/2/04 - 12/31/04 20.23%
1/3/03 - 12/26/03 22.39%
IYE (avg of the past 5 yrs: 28.4%)--
6/23/00 - 2/5/08 129.11%
1/5/07 - 12/31/07 34.48%
1/6/06 - 12/29/06 18.76%
1/7/05 - 12/30/05 33.37%
1/2/04 - 12/31/04 31.28%
1/3/03 - 12/26/03 24.09%
VAW (avg of the past 4 yrs: 16.2%)--
2/6/04 - 2/5/08 66.62%
1/5/07 - 12/28/07 25.73%
1/6/06 - 12/29/06 17.63%
1/7/05 - 12/30/05 1.78%
2/4/04 - 12/31/04 19.65%
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