2008 July 02 | ITA Wealth Management

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Jul 02 2008

VOT Added to AA-Mosaic Portfolio

Tag: Portfolio Construction — Physlab @ 2:00 pm

Shares of the Mid-Cap Growth ETF, VOT, were added to the AA-Mosaic Portfolio this afternoon. All the details are available on Premium Content and the latest spreadsheet is also available. With this purchase, the portfolio is almost in balance for all asset classes.

Lowell Herr

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Jul 02 2008

Six Month Report on AA-Mosaic Portfolio

Tag: Miscellaneous — Physlab @ 9:00 am

After six months of operation, the AA-Mosaic Portfolio is doing very well on a relative basis. Here are the Internal Rate of Return (IRR) figures. All the transaction details are available on Premium Content. Access to the spreadsheet shows how the assets are allocation.

AA-Mosaic Portfolio -7.4% IRR
VFINX Index – 18.8% IRR
VTSMX Index – 16.8% IRR
VGRSX Index – 18.6% IRR

While all IRR values are negative, due in large part to a poor market in June, the portfolio is performing significantly better than the primary benchmark, VTSMX.

Premium Content available for $6.99 per month. Register now.

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