Monday, July 27, 2009


Returns for week ending 7/24/09

Model portfolio, hypothetical returns for past…
1 week: -0.7%
52 weeks: +11.2%

Value of $10,000 invested at inception in 2003: $54651

S&P 500 Index, returns for past…
52 weeks: % -22.4%
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2 comments:

  1. AnonymousJuly 31, 2009 at 12:34 PM

    I just came across your blog recently and have gained some interest in watching your model potfolio. I like the ease and simplicity of your strategy. If I decide to follow your portfolio with real dollars, would you suggest buying all positions at once or pyramiding in? I would be interested in your thoughts on this. Additionally, do you know what the year to date return of this portfolio is? Thank you, Chris.

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  2. SteveAugust 1, 2009 at 12:23 AM

    If you desire to mirror the model portfolio, I suggest that you buy all positions at once. Even doing so, you will end up with a significant amount of cash in your portfolio, since not all stock positions are filled due to the lack of qualified stocks.

    YTD returns are approximately +3%.

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