Jul 02
Six Month Report on AA-Mosaic Portfolio
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.
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