The reason for the early update of the Newton portfolio is due to the transactions over the past week. The latest updated spreadsheet is available to Platinum users. Let me know if you have problems opening the spreadsheet as our Excel™ versions may not mesh. The following screen shot shows the Dashboard or the asset allocation plan.
I added commodity shares of FAN and two water ETFs. International REITs were also purchased, but this asset class is still below target. Limit orders are in place to emerging markets. This asset class is overbought in my opinion so we are patiently waiting for better buying opportunities.
The performance numbers are presented below. The Newton is still performing very well with respect to the VTSMX and ITA Index benchmarks. [Read more…]