Sunday, March 27, 2011

Sunday, March 13, 2011

Returns for week ending 3/11/11

Model portfolio, hypothetical returns for past…
1 week: -1.6%

Value of $10,000 invested at inception in 2003: $57,567

Sunday, March 6, 2011

I've been traveling extensively and will post performance data later.

Since May of last year, the model stocks have greatly outperformed the S&P 500 by approximately 2 to 1. However the hedge against the small cap stocks (TWM) has negated that gain. As a result, at least one of our investors have removed a portion of the hedge by carrying a smaller weighting of TWM resulting in a portfolio that is approximately 2/3 model stocks and 1/3 TWM all the time.

I have begun doing the same for my managed portfolios. At some point I will re-run the model since inception using this allocation and post the results. Until then I will continue posting the results for the model portfolio as shown.