Yangtze River, China
On 2/20/08, 100 shares of VB (Small-Cap Blend) were added to the AA-Mosaic Portfolio. The spreadsheet containing this information has not been posted to the bivio site. This will happen later. The move to add and ETF in this area is a move to increase the percentage allocated to the small-cap group of equities.
Photograph: As I recall, the bridge in the photograph will be removed as the Yangtse rises. When we were on the river, it had another 75 meters to rise due to the filling of the Three Gorges Dam.
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Holyhead, Wales
Both Small-Cap Value and Small-Cap Blend are under target. For that reason, limit orders were placed for both asset classes and both were triggered on 2/22/2008. Those entries will be added to the AA-Mosaic Portfolio and the spreadsheet will be uploaded to the Bivio web site.
Mid-Cap Growth is over target due to the purchase of Fastenal (FAST). The other asset class that needs attention is Emerging Markets. Since this asset class is still quite “hot” we need to take time and plan how we want to populate this asset class. Stay tuned next week for some action within this interesting asset class.
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