[Originally published on April 4, 2014.]
At the beginning of the year, I had to go to choosing investments that weren't individual stocks. I decided to invest in an all-Vanguard portfolio. Here are the results after the 1st quarter.
|Stock/ Ticker||%chg||Annualized yield|
I have sold some of my positions in EDV, VFH, BLV. This has added 1-2% to my total. The percentage change and annualized gain also includes the dividends that have been reinvested. I have only included the % change and annualized gain as I want to keep the $$ amount invested private. I will update again at the end of the 2nd quarter.
Disclosure: I am long VBK, VPU.