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Personal Finance with David Sinow

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

Updated August 20, 2009

Percent of Portfolio
Name of Fund
Year to Date Return 
16.5 percent S & P 500 .0222
16.5 percent U.S. Large Value .0087
10 percent U.S. Small Cap .0214
10 percent U.S. Small Cap Value .0169
10 percent U.S. Mid Cap .0221
7 percent U.S. REIT .0050
26.5 percent Total International Index .0624
5 percent Emerging Market Index .0245
Return year-to-date for Total Portfolio, August 20, 2009:

18.32 %

(S & P 500 return year-to-date:  13.46 %)

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