Jul 21 2008

AA-Mosaic Portfolio Almost in Balance

Tag: Asset Allocation, Portfolio ConstructionPhyslab @ 12:46 pm

With the purchase of VNQ this morning, the AA-Mosaic Portfolio is almost in balance. We need to sell three blend ETFs as we are no longer allocating any percentage of the portfolio to those asset classes. Otherwise, the portfolio is in balance and performing nicely with respect to its benchmark.

All the particulars can be found over on the Premium Content side of the blog.

Lowell Herr

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