2008 September 29 | ITA Wealth Management

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Sep 29 2008

VBR Purchased

Tag: Portfolio Management — Physlab @ 2:33 pm

Shares of VBR were picked up via a limit order near the close of the market today. I will report on which portfolio took on this ETF. Premium Content subscribers should check in around mid-day tomorrow for all the details.

Lowell Herr

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Sep 29 2008

Passive Portfolio Performance

Tag: Asset Allocation, Portfolio Management — Physlab @ 1:45 am

The oldest portfolio built around asset allocation continues to perform much better than the VTSMX benchmark. As of 9/26/08, the Passive Portfolio (PP) has an IRR of 5.1% over the past seven plus years. During that same period, the VTSMX benchmark has a positive IRR value of 1.9%. Keep in mind that this period spans one of the worst bear markets in history and the recover has been modest at best.

All the details for the PP are available to Premium Content clients. One can download the portfolio and view all the transactions since 12/01/2000.

Lowell Herr

Photograph: What is better than a cup of coffee in the woods in Central Oregon?

Premium Content subscription available for $6.99 per month.

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“Democrats are described as the tax and spend party while Republicans are the borrow and spend party.”
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