I hope you and your portfolio are doing well, despite the latest turbulence on the stock markets.
We have now seen July pass, and thus it is now time to summarize how my All Seasons Portfolio did on a month-to-month basis. This month, I have actually not added any funds to the portfolio, partly to compensate for my aggressive injections during the first half of the year and partly as I have had some one-off expenses in my private life to consider this month. I will get back on the investing track soon again.
So, all in all, there have been no dramatic movements that have caused so much change in the allocations since the June update. The splits are fairly equal, as the individual movements of each asset class have been rather small and aligned. For example, gold saw a huge jump in June, but has now stabilized in July at around USD 1,400/oz, although it has again increased some at the time of writing in August.