The portfolio changes:
↑I have invested $55 K from the cash pot left for investments. I consider this as positive, as position was stable but have not generated any meaningful growth so far.
↓ Company shares lost about 2% of their value
↓ Emerging markets lost 5% of their value.
↑ Gold went up 13%
Observation from March 2012:
- Some of the negative return is due to EUR lost 4% and RUB lost 7% to USD from March. In real terms I invested $6,6 K but my nest egg has dropped by $300.
- My cumulative loss in emerging markets $4,8 K.
- My cumulative loss due to EUR slide is $3,2 K.
- Cumulative gain due to GBP strengthening is $1,5K.
In overall I am glad that I diversified my portfolio - currency and structure wise.