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Personal Finance with David Sinow

The Custom Portfolio for savvy long-term investors, as discussed monthly with updated returns

Updated July 17, 2008

Percent of Portfolio
Name of Fund
Year to Date Return 
15 percent S & P 500 -.0198
16.5 percent U.S. Large Value -.0261
10 percent U.S. Small Cap -.0087
10 percent U.S. Small Cap Value -.0093
10 percent U.S. Mid Cap -.0111
7 percent U.S. REIT - .0018
26.5 percent Total International Index -.0368
5 percent Emerging Market Index -.0076
Return year-to-date for Total Portfolio, July 17, 2008:

-12.12% %

(S & P 500 return year-to-date:  -13.23 %)

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