For the week ending 12/7, the Long-term Value Portfolio gained some ground against the S&P 500. Since the end of November, the portfolio gained 0.9% versus a 0.13% gain on the S&P 500. The gains came as a number positions in the material, energy, and industrial sectors far outpaced the gains in the broader market.
The following is the chart of the portfolio (dark blue) versus the S&P 500 (Green) and NASDAQ (Brown) since inception.
Since inception, the portfolio has gained 2.3% since mid-2012 but is behind the markets return of 4.1% over the same time period.
The following is the chart of the portfolio (dark blue) versus the S&P 500 (Green) and NASDAQ (Brown) since inception.
Since inception, the portfolio has gained 2.3% since mid-2012 but is behind the markets return of 4.1% over the same time period.
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