It has to be highlighted that the change is for the last 2 months, rather than one.
The portfolio changes:
↑ Accumulate additional $7,000 as part of my annual savings plan ($42,000 a year or $3,500 a month)
↑ Vanguard Energy ETF stocks are up $2,100
↑ Vanguard Energy ETF 2012 dividends were $ 537 or $1.99 per share. By default bank charged 10% income tax on the dividends, otherwise I would get $597.
↑ Emerging market mutual funds are up combined $450
↓ Precisions metals lost $1,210
↓ Company & Gazprom shares down combined $930 in spite of Q4 dividends reinvestment. Gazprom yet to pay dividends for 2012. Projected $0.23 per share - $4.34 or almost 5%.
↓ GBP (£) lost to USD ($) almost 6% of its value. For me it presented a $4,700 loss.
The UK is lost its AAA rating and the forecast for the middle term period is little to no growth. I expect that GBP (£) will loose some more of its value towards major currencies including the most important one - $.
In overall the results are on target. No breakthroughs but are fully satisfactory.