Monday, November 5, 2012

Long-term Value Portfolio for week ended 11/2

I have not updated the the performance of the long-term value portfolio since October 19, as my ability to post before Halloween were impeded by my preparations for Hurricane Sandy. Since October 19, the Long-Term Value portfolio fell 1.8% versus a loss of 1.3% on the S&P 500. Since inception, the fund is up 2.5% since June 30, falling short of the S&P 500 by 130 basis points.

graph of fund vs. market indexes

I would expect the performance versus the S&P 500 to close over time, due in part to how the portfolio is constructed, which I have detailed extensively in prior posts.


No comments:

Post a Comment