Sep 29
Passive Portfolio Performance
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?
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