Portfolio Performance: 22 January 2011

 

While is was not a great week for portfolio returns, most of the updated portfolios showed gains in both the Sortino and Retirement Ratios.  Of the seven portfolios available to Platinum readers, five have positive SR and RR values, not a trivial accomplishment.  The Kenilworth is a very young portfolio so a few dollars difference away from the benchmark causes major swings in IRR values.  Over time the volatility will moderate.

Several portfolios still need major work to bring the asset classes back into balance.  As the market rises, limit orders are left wanting.

 

Portfolio Performance - 01/22/2011

Portfolio Last Update Launch Date Tracking Tool Port. IRR ITA Index Diff Port. vs. ITA Index VTSMX IRR Diff. Port. vs. VTSMX Index IR SR RR
AA-Mosaic 12/31/2010 07/21/1999 Captool 2.5% NA NA -0.4% 2.9% 0.05 NA NA
Curie 01/22/2011 12/26/2007 TLH SS 5.0% 1.1% 3.9% 0.7% 4.3% NA 12.1 5.2
Mosaic2 12/31/2010 07/19/1999 Captool 4.9% NA NA -0.6% 5.5% 0.15 NA NA
Newton 01/22/2011 06/02/2008 TLH SS 9.9% 13.1% -3.2% 7.4% 2.5% NA 3.0 3.0
Passive Port. 12/31/2010 12/01/2000 Captool 5.11% NA NA 0.02% 5.09% 0.69 NA NA
Schrodinger 01/22/2011 12/01/2000 TLH SS 5.1% 5.0% 0.1% 3.0% 2.1% NA 4.2 4.2
Jane 12/31/2010 02/14/1997 Captool 9.13% NA NA 3.01% 6.12% 0.53 NA NA
Einstein 01/22/2011 06/30/2008 TLH SS 15.0% 23.0% -8.0% 11.4% 3.5% NA 6.6 6.6
Gauss 12/31/2010 02/19/1997 Captool 9.32% NA NA 3.0% 6.3% 0.22 NA NA
Kepler 01/22/2011 11/01/2008 TLH SS 20.7% 24.1% -3.4% 21.0% -0.2% NA -0.1 -0.1
Scrappy 12/31/2010 08/14/2008 Captool 12.9% NA NA -3.7% 16.6% NA NA NA
Bohr 01/22/2011 08/14/2008 TLH SS 12.7% 4.8% 7.9% 5.5% 7.2% NA 0.6 0.6
Kenilworth 01/22/2011 08/18/2010 TLH SS 28.4% 33.1% -4.7% 47.3% -18.9% NA -0.1* -0.1*
Projects 12/31/2010 12/01/2000 Captool 5.5% NA NA 0.02% 5.3% 1.31 NA NA
Washington 12/31/2010 06/18/1999 Captool 3.1% NA NA -0.19% 3.29% 0.27 NA NA
Maxwell 01/22/2011 12/25/2000 TLH SS 0.7% 2.5% -1.8% 4.3% -3.7% NA -0.2 -0.2
Adams 12/31/2010 06/18/1999 Captool 3.3% NA NA -0.19% 3.49% 0.71 NA NA
Euclid 01/22/2011 06/30/1999 TLH SS 1.2% 8.5% -7.3% 4.4% -3.2% NA -0.2 -0.2
Jefferson 12/31/2010 03/13/2008 Captool 5.44% NA NA -3.31% 8.75% NA NA NA
Madison 01/22/2011 03/13/2008 TLH SS 5.4% 6.1% -0.7% 10.0% -4.6% NA -0.3 -0.3

“Creme List” for 22 January 2011

CSCO is back on the list and we lost LLY.  Otherwise, only minor shifts occurred this week.  No stock was priced to purchase according to my analysis.

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