Portfolio Monitoring – Kepler Portfolio – 6 June 2011

Kepler Portfolio Monitoring

Asset Allocation is one of our guiding principles, and it is modeled properly in the Dashboard of the Kepler Portfolio.  To get to this point I did need to allocate 1% point to cash and reduce Large-Cap Blend by one percentage point.  I am still using a 25% threshold with this portfolio as the total portfolio value is modest.  Nevertheless, this is the way we would like to see each portfolio.

Scroll down the page to see the performance results.

[Read more…]