Portfolio Performance: 18 February 2011

 

ITA Wealth Management readers will find the February 18 portfolio performance data table below. Since the last update, the Curie, Newton, Schrodinger, Einstein, Bohr, and Maxwell gained ground on either the VTSMX or ITA Index benchmarks.  Several of these portfolios also showed an increase in the Sortino or Retirement Ratios.  When this occurs, it is a significant positive move.

The Kepler and Kenilworth remained essentially flat while the Euclid and Madison lost a little ground to one of the two benchmarks.  No portfolio lost out to either of the Return/Risk ratios.

 

Portfolio Performance - 02/18/2011

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 01/31/2011 07/21/1999 Captool 2.6% NA NA -0.41% 3.01% 0.05 NA NA
Curie 02/18/2011 12/26/2007 TLH SS 6.1% 0.1% 6.0% 2.4% 3.7% NA 10.5 8.4
Mosaic2 01/31/2011 07/19/1999 Captool 4.95% NA NA -0.6% 5.55% 0.15 NA NA
Newton 02/18/2011 06/02/2008 TLH SS 11.0% 14.3% -3.3% 9.4% 1.5% NA 1.4 1.4
Passive Port. 01/31/2011 12/01/2000 Captool 5.12% NA NA 1.25% 3.87% 0.69 NA NA
Schrodinger 02/18/2011 12/01/2000 TLH SS 5.4% 6.0% -0.6% 3.5% 1.9% NA 3.5 3.5
Jane 01/31/2011 02/14/1997 Captool 9.20% NA NA 2.99% 6.21% 0.54 NA NA
Einstein 02/18/2011 06/30/2008 TLH SS 16.3% 19.9% -3.6% 13.6% 2.7% NA 3.1 3.1
Gauss 01/31/2011 02/19/1997 Captool 9.3% NA NA 2.96% 6.34% 0.22 NA NA
Kepler 02/18/2011 11/01/2008 TLH SS 22.1% 25.2% -3.1% 23.1% -1.0% NA -0.2 -0.2
Scrappy 01/31/2011 08/14/2008 Captool 12.85% NA NA 5.6% 7.25% NA NA NA
Bohr 02/18/2011 08/14/2008 TLH SS 14.0% 14.8% -0.8% 7.6% 6.4% NA 0.8 0.8
Kenilworth 02/18/2011 08/18/2010 TLH SS 36.0% 43.0% -7.0% 57.1% -21.1% NA -0.1* -0.1*
Projects 01/31/2011 12/01/2000 Captool 5.6% NA NA 0.02% 5.58% 1.32 NA NA
Washington 01/31/2011 06/18/1999 Captool 3.13% NA NA -0.19% 3.32% 0.28 NA NA
Maxwell 02/18/2011 12/25/2000 TLH SS 1.1% 12.6% -11.5% 4.1% -3.0% NA -0.2 -0.2
Adams 01/31/2011 06/18/1999 Captool 3.39% NA NA -0.19% 3.58% 0.71 NA NA
Euclid 02/18/2011 06/30/1999 TLH SS 1.7% 8.9% -7.1% 5.2% -3.5% NA -0.2 -0.2
Jefferson 01/31/2011 03/13/2008 Captool 5.62% NA NA -3.21% 8.83% NA NA NA
Madison 02/18/2011 03/13/2008 TLH SS 6.1% 5.6% 0.5% 12.1% -6.0% NA -0.3 -0.3

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“Creme List” for February 18

Twenty stocks made the "Creme List" this week, a high number based on results over the past year.  LLTC was cut from the list as it went more then 13 weeks without making the elite list.  Only one stock is priced to buy based on my analysis.  This is not surprising considering the high market. Check the stock with the * in the following data table.

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