2008 Investment Portfolio Review

 | January 5, 2009 11:05 AM

Inspired by MoneyBlog I decided to look back at 2008 and see how bad the destruction was to our savings.

Account Return
Vanguard Frank’s IRA -36.95%
Vanguard Frank’s Roth IRA   -36.95%
Vanguard Ji’s IRA -36.93%
Vanguard Ji’s Roth IRA -36.93%
Vanguard SEP-IRA -42.08%
Vanguard Dylan’s 529 -38.56%
Vanguard Isaac’s 529 -37.25%
Vanguard Victoria’s 529 -44.50%


Security Return
Vanguard 500 Index -36.93%
Vanguard Aggressive Age-Based Option: Aggressive Growth Portfolio -38.96%
Vanguard Small-Cap Index -10.92%
Vanguard Total International Index -49.79%
Vanguard Total Stock Market Index -39.19%

It’s tough to accept that years of savings were wiped out. It makes me wonder if my savings strategy (index funds, once a year, balanced between U.S. and international) is working. But until I learn of a better strategy I will keep trying this out.  I am optimistic about 2009. 🙂

One Response to “2008 Investment Portfolio Review”

eyeman wrote a comment on January 5, 2009

I don’t have the stomach to look at my portfolio in detail although I did sell some stocks in my non-retirement account to take advantage of the capital loss deduction.

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