Long-Term Value Portfolio Review

For the week ending 11/9, the Long-Term Value portfolio model lost 2.3% and according to Marketocracy settled in at $10.01 per share. (As a reminder, the public profile of the Long-Term Value Portfolio can be found here.) Although the portfolio fell on the week, the portfolio beat out the market's return, as the S&P 500 fell by more than 2.4%.

 

 Since inception earlier this year, the Long-Term Value Portfolio is up just 10 basis points and trails the market returns by 120 basis points.