Mid-Year Financial Review

I just performed a mid-year financial review and tune-up, and here are some highlights (YTD return, as of 7/24/07):

• Best performing stock: Apple - up 150% (thanks iPod and iPhone!)
• Worst performing stock: Berkshire Hathaway Class B - down 32%

• Best performing mutual fund: Vanguard Total International Stock Index - up 26%
• Worst performing mutual fund: VantageTrust Milestone 2040 - up 9%

• YTD portfolio return: 15.8%
• Net Worth YTD gain: 17.7%
  

• Credit card cash back redeemed YTD: $617.67