Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at http://www.rwinvestmentstrategies.com. If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Thursday, April 1, 2010

Some ETF Returns

Year-to-date returns, selected ETFs, and markets they track, thru 3/31/2010 taken from Bloomberg

BND +1.39% Total Bond Market
SPY + 5.42% S&P 500
AGG +1.61% Total Bond Market
LQD +1.27% Investment Grade Corporate Bond Market
JNK +4.33% Junk Bond Market
Posted by Robert Wasilewski at 11:44 AM
Labels:

2 comments:

  1. The GrouchApril 1, 2010 at 12:41 PM

    It's been a pretty good first quarter, all in all. VTI 6.13%, VEU 1.9%

    ReplyDelete
  2. Robert WasilewskiApril 1, 2010 at 3:38 PM

    I run into many investors - do-it-yourselfers as well as those who have advisors manage their money and surprisingly, to me at least, many have no idea what their performance is. One of the good things about holistically structuring one's investments with ETFs is that it is fairly easy to calculate returns on timely basis - unless there are big cash flows which requires a bit more work.
    I agree-good quarter.

    ReplyDelete

Subscribe to: Post Comments (Atom)