Newton Portfolio Update

Newton Portfolio Information

This week expect to see a number of portfolio monitored as I am making some additions to the spreadsheets and I need to go through them one by one.  Platinum members should send me a request if you want to view the latest spreadsheets.  I will then send you an invitation how you can access them through my Pogoplug site.  That seems to be working for everyone so far.

Below is the Dashboard worksheet for the Newton Portfolio.  Note that I am using a 25% threshold for the Newton.  When buying opportunities present themselves, I will be adding shares of VO and VB to fill in Mid-Cap Blend and Small-Cap Blend asset classes.

 

[Read more…]