Aug 30

AA-Mosaic Portfolio Outperforming Benchmark

Tag: Asset Allocation, Portfolio ManagementPhyslab @ 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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