4/27 Portfolio Update

So, it's been two weeks since the shift in portfolio holdings and things are moving along nicely.  The portfolio is up another 3.2% in the past two weeks mostly due to the performance of Silver, Gold and Real Estate.  Here are the Scorecard and Cheat Sheet:

Cheat Sheet since the change...

Holdings
US Stock	Type	Ticker	Weight	Shares	Purchase Price	Total Starting Value	Current Price	Total Current Value	% Gain (Loss)
Energy	ETF	VDE	10.00%	94	$116.48	$10,893	$116.30	$10,876	-0.15%
Real Estate	ETF	VNQ	10.00%	189	$57.54	$10,893	$61.45	$11,633	6.80%
Materials	ETF	VAW	10.00%	124	$88.01	$10,893	$89.06	$11,023	1.19%
Small Cap	ETF	VB	20.00%	276	$78.96	$21,786	$80.75	$22,279	2.27%
Iternational Stock			25.00%
Emerging Markets	ETF	VWO	25.00%	541	$50.37	$27,232	$50.62	$27,367	0.50%
Commodities			25.00%
Commodities	ETF	GSG	10.00%	278	$39.17	$10,893	$38.85	$10,804	-0.82%
Gold	ETF	GLD	5.00%	38	$143.81	$5,446	$149.08	$5,646	3.66%
Silver	ETF	SLV	10.00%	273	$39.88	$10,893	$47.17	$12,884	18.28%
						$108,928		$112,512	3.29%

Overall Performance Score Card

	Jan 24, 2011	today	% Change
My Portfolio	$99,994.75	$112,512	12.52%
S and P 500	1282	1355	5.69%
FTSE 100	5943	6068	2.10%
Commodities Index (GSG)	33.99	38.85	14.30%
20 Year Treasury (TLT)	92.43	92.84	0.44%

As you can see, the portfolio is up 12.5% year to date and silver continues to be the superstar holding.  The SLV is up 78% since I started this portfolio in January and I am not afraid to add more to that holding.  See previous post as to my reasons why.  If you are managing your portfolio inside of a 401K at work, there should be a precious metals fund that you should be able to own.  If so, own it!  

Otherwise, not much else to report today and I am happy with the portfolio ratios as is it.  Full steam ahead.  

Happy Investing!