ITA Wealth Management

Are there blog readers who would like access to a spreadsheet they can use to track portfolio performance as well as one of three benchmarks? If so, post your request in the comments section of this entry.  The spreadsheet I am referring to calculates the Internal Rate of Return for the portfolio and it does the same for the VTSMX benchmark as if one invested the same dollars in this index fund.  The spreadsheet also allows one to set up target percentages for asset classes of interest and then tracks the portfolio with respect to these asset allocation targets.

For more details as to using this spreadsheet, subscribe to Premium Content and watch the development of four portfolios. Those portfolios are; AA-Mosaic, Mosaic2, GLW, and Scrappy.

Lowell Herr

Photograph: Image taken on the Assawoman Bay (I kid you not) overlooking a sizable wetlands and on to the Ocean City, Maryland hotels. Visible is the water tower of OC and the famous pyramid hotel.