2008 August 30 | ITA Wealth Management

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Aug 30 2008

AA-Mosaic Portfolio Outperforming Benchmark

Tag: Asset Allocation, Portfolio Management — Physlab @ 11:15 am

The AA-Mosaic Portfolio is outperforming its VTSMX benchmark, -2.9% to -8.9%. While we are not enamored with a negative IRR, at least this asset allocation based portfolio is performing much better than its index. The AA-Mosaic is a young portfolio with only eight months of data. All the details and access to the spreadsheet are available via Premium Content.

Lowell Herr

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Aug 30 2008

Top Ten and “Creme Lists” Available

Tag: Stocks — Physlab @ 10:11 am

The “Top Ten Stocks” for the week of August 29th and access to the “Creme & Sour” lists are available through Premium Content. There are several changes this week included a new stock that leaped to the top of the list.

Now that August is nearly over, MVO data and portfolio updates will begin to show up over the next ten days. In addition, look for a new Power Point presentation on Asset Allocation. This is presentation I will be giving at a Blue Plate Special on September 4th.

Premium Content available for $6.99 per month.

Lowell Herr

Photograph: Northern edge of Kauai, Hawaii

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Quote
“It is easier for a camel to go through the eye of a needle, than for a rich man to enter the kingdom of God.”
by Scripture
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