"Act so as to keep the mind clear, its judgment trustworthy" - Dickson G. Watts, author of Speculation As A Fine Art And Thoughts On Life. [A brief summary here (link)]

Sunday, May 16, 2010

Model Portfolio Performance Update



The low beta aspects of the model portfolio have paid off during the last couple weeks' market downturn. Outperformance vs. the S&P 500 ETF (ticker: SPY) has widened to ~4.5%. In regard to our primary benchmark, outperformance vs. the Vanguard Total World Stock ETF (ticker: VT) has widened to ~12.0% as calculated by folioinvesting.com since the model portfolio was established 9/4/09.

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