Curie Portfolio Review: Second Quarter Update

Although a little early, there were several rebalancing activities within the Curie Portfolio in June.  I figured Platinum members would want to see what the TLH Spreadsheet Dashboard is looking like for this portfolio.  There are still several asset classes out of balance, but with a market I consider overbought, patience is the word.  Limit orders are in place to pick up shares here and there to fill out the under-target asset classes.


The Curie, along with many other portfolios, lost ground this month when compared with the VTSMX benchmark.  I can't say it too frequently.  It is tough to outperform the broad U.S. equities market.

I did update the ITA Index, our customized benchmark.  The new index now includes international bonds.

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