Feb 26
Portfolio Performance Update
The AA-Mosaic Portfolio is 19.2 percentage points above its benchmark. Those are the figures at the market close today. The benchmark I am using is the VTSMX and this index carries a high percentage of large-cap stocks. The AA-Mosaic Portfolio is benefiting by the higher risk investments in small-cap stocks.
The AA-Mosaic portfolio is constructed on the theory one can outperform a common benchmark such as the S&P 500 by increasing the diversification to multiple asset classes, skewing the portfolio toward smaller size stocks, and including international, emerging markets, and REITs.
Photograph: Fishing - Oahu, Hawaii
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