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%


  1. 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.

  2. 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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