Thursday, March 21, 2013

Long-Term Value Portfolio Update For Week Ending 3/15

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.

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