Clark’s Fish Camp

If you are ever close to Jacksonville, FL be sure to find Clark's Fish Camp as it is a dining experience.  Dining may not be the appropriate word, but it is definitely an eating experience worth seeking.  The shrimp was some of the best I've ever eaten.  I had my charbroiled.

This photograph is just one of many I captured in the main dining room.

Expect an hour wait.

Friends in Jacksonville at the "Fish Camp" – just saying hello and I see you have checked in as you said you would.  We were fortunate to have a lovely waiter and we wish you the very best.  Sign up as a Guest on this blog and leave a comment.

Portfolio Performance Update

Photograph: Fountain on the waterfront in Charleston, SC

It is all about performance and risk

Every portfolio tracked using the TLH spreadsheet gained ground on the VTSMX benchmark and nearly all improved with respect to the ITA Index benchmark.  These improvements also brought higher values for both the Sortino Ratio (SR) and the Retirement Ratio (RR).  It is unusual to have such a good week across the board.  When this happens one needs to credit it to some good luck in the asset allocation.

Portfolio Performance - 03/25/2011

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 02/28/2011 07/21/1999 Captool 2.82% NA NA 1.29% 1.53% 0.05 NA NA
Curie 03/25/2011 12/26/2007 TLH SS 5.6% -0.1% 5.7% 1.5% 4.0% NA 11.7 5.6
Mosaic2 02/28/2011 07/19/1999 Captool 5.13% NA NA 1.31% 3.82% 0.15 NA NA
Newton 03/25/2011 06/02/2008 TLH SS 10.1% 13.0% -2.9% 8.1% 2.0% NA 2.4 2.4
Passive Port. 02/28/2011 12/01/2000 Captool 5.38% NA NA 3.3% 2.08% 0.70 NA NA
Schrodinger 03/25/2011 12/01/2000 TLH SS 5.3% 5.3% 0.0% 3.2% 2.1% NA 4.0 4.0
Jane 02/28/2011 02/14/1997 Captool 9.31% NA NA 4.88% 4.33% 0.54 NA NA
Einstein 03/25/2011 06/30/2008 TLH SS 15.2% 18.2% -3.0% 11.9% 3.3% NA 4.6 4.6
Gauss 02/28/2011 02/19/1997 Captool 9.49% NA NA 4.65% 4.84% 0.22 NA NA
Kepler 03/25/2011 11/01/2008 TLH SS 20.5% 22.8% -2.3% 20.7% -0.2% NA -0.04 -0.04
Scrappy 02/28/2011 08/14/2008 Captool 13.74% NA NA 6.2% 7.54% NA NA NA
Bohr 03/25/2011 08/14/2008 TLH SS 13.0% 13.3% -0.3% 6.3% 6.8% NA 0.8 0.8
Kenilworth 03/25/2011 08/18/2010 TLH SS 23.5% 26.4% -2.8% 34.5% -11.0% NA -0.1* -0.1*
Projects 02/28/2011 12/01/2000 Captool 5.82% NA NA 0.02% 5.80% 1.32 NA NA
Washington 02/28/2011 06/18/1999 Captool 3.21% NA NA -0.18% 3.39% 0.28 NA NA
Maxwell 03/25/2011 12/25/2000 TLH SS 1.0% 8.6% -7.6% 4.6% -3.7% NA -0.2 -0.2
Adams 02/28/2011 06/18/1999 Captool 3.58% NA NA -0.18% 3.76% 0.71 NA NA
Euclid 03/25/2011 06/30/1999 TLH SS 1.6% 8.9% -7.3% 4.8% -3.1% NA -0.1 -0.1
Jefferson 02/28/2011 03/13/2008 Captool 6.16% NA NA -3.13% 9.29% NA NA NA
Madison 03/25/2011 03/13/2008 TLH SS 5.8% 5.6% 0.2% 10.5% -4.8% NA -0.2 -0.2

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