Aug 30 2008
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
Aug 30 2008
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
Sphere: Related ContentAug 30 2008
Daily, Shangri-La changes lives. Shangri-La services reflect the unique individualized needs of those they serve and their community. Shangri-La employs nearly 450 people in the Mid-Willamette Valley and on the Oregon Central Coast. Approximately 150 employees have significant barriers to employment including various disabilities. People gain job skills, become employed and involved as active members in their communities. For some, this allows an increase of independence, while for others our services mean assistance with 24/7 daily living.
With over 80 service locations throughout 8 Oregon Counties, Shangri-La’s efforts continue to engage, inspire, and create the vision of Many Lives, One Community. Learn more about this innovative organization at www.shangrilaoregon.org.
