Just a quick update, the model portfolio has held up well against our benchmarks (VT, ACWI, FWWFX) and also the S&P 500 during the recent market correction. See charts above. For an explanation of how these results are calculated by Folioinvesting.com, see here.
Also, fyi, I placed trade orders today to rebalance the stocks within each of the Model Portfolio's sectors to restore the targeted equal weighting of each stock. The actual weights had drifted over time since the Model Portfolio was established 9/4/09. Amazingly, using Folio's platform, I was able to place the 665 trade orders within just a few minutes by simply entering orders to rebalance to equal weight for each of our sector portfolios. The orders should be executed Tuesday morning because the markets are closed Monday for Presidents Day.
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