Just some quick portfolio updates here..... yes a little late, but I was
waiting for Marketocracy to update their portfolio charting tool, shown
below. The Long-Term Value Portfolio gained 30 basis points on the week. This compares to a 60 basis point gain on the S&P 500. Gains in positions such as USMO and NTL were partially offset by losses in stocks including DMND and CLF.
Year-to-date, the portfolio has gained 7.8 percentage points or 1.7 percentage points less than the market. Since inception, the portfolio has gained 15.3% or 70 basis points more than S&P 500 over the same comparable time period.
Year-to-date, the portfolio has gained 7.8 percentage points or 1.7 percentage points less than the market. Since inception, the portfolio has gained 15.3% or 70 basis points more than S&P 500 over the same comparable time period.
No comments:
Post a Comment