Portfolio Performance: Week of July 29

Portfolio Performance Data Table

Below is the portfolio performance data table for this past week.  While every portfolio lost ground on an absolute scale, nearly all gained on the two benchmarks.  Losses were expected in light of the market action this week.  Of the eight portfolio available to Platinum members, only the Einstein did not gain ground on the ITA Index benchmark.  That percentage difference remained the same.  All eleven portfolios gained on the VTSMX benchmark.  Almost all portfolios saw an increase in the Sortino ratio, while a few lost fractions to the Retirement ratio.  

Overall, the portfolios held up quite will in light of a miserable week due to the debt limit stalemate, something completely unnecessary.  We expect to see significant volatility next week.

Portfolio Performance - 07/29/2011

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 06/30/2011 07/21/1999 Captool 2.86% NA NA 1.61% 1.25% 0.05 NA NA
Curie 07/29/2011 12/26/2007 TLH SS 5.3% 1.8% 3.5% 1.2% 4.2% NA 13.0 -0.7
Mosaic2 06/30/2011 07/19/1999 Captool 5.05% NA NA 1.43% 3.62% 0.16 NA NA
Newton 07/29/2011 06/02/2008 TLH SS 9.1% 7.0% 2.1% 6.8% 2.3% NA 1.6 1.1
Passive Port. 06/30/2011 12/01/2000 Captool 5.35% NA NA 3.1% 2.25% 0.70 NA NA
Schrodinger 07/29/2011 12/01/2000 TLH SS 5.2% 4.6% 0.6% 3.0% 2.2% NA 17.2 5.0
Jane 06/30/2011 02/14/1997 Captool 9.23% NA NA 4.91% 4.32% 0.54 NA NA
Einstein 7/29//2011 06/30/2008 TLH SS 13.6% 11.3% 2.3% 9.9% 3.7% NA 5.1 5.1
Gauss 06/30/2011 02/19/1997 Captool 9.4% NA NA 4.88% 4.52% 0.23 NA NA
Kepler 07/29/2011 11/01/2008 TLH SS 18.1% 18.2% -0.1% 17.4% 0.7% NA 0.4 0.4
Scrappy 06/30/2011 08/14/2008 Captool 12.88% NA NA 6.0% 6.88% NA NA NA
Bohr 07/29/2011 08/14/2008 TLH SS 12.0% 11.9% 0.1% 5.1% 6.9% NA 9.4 6.1
Kenilworth 07/29/2011 08/18/2010 TLH SS 10.7% 13.4% -2.7% 13.8% -3.1% NA -0.02 -0.02
Franklin 07/29/2011 05/6/2011 TLH SS -5.9% -7.4% 1.5% -13.2% 7.3% NA -0.04* -0.07*
Projects 06/30/2011 12/01/2000 Captool 5.67% NA NA 2.02% 3.65% 1.33 NA NA
Washington 06/30/2011 06/18/1999 Captool 3.28% NA NA 1.72% 1.56% 0.28 NA NA
Maxwell 07/29/2011 12/25/2000 TLH SS 1.1% 8.7% -7.6% 4.3% -3.2% NA -0.11 -0.19
Adams 06/30/2011 06/18/1999 Captool 3.64% NA NA 4.2% -0.56% 0.72 NA NA
Euclid 07/29/2011 06/30/1999 TLH SS 1.9% 10.1% -8.2% 4.4% -2.4% NA -0.11 -0.16
Jefferson 06/30/2011 06/13/2006 Captool 6.05% NA NA -0.82% 6.87% NA NA NA
Madison 07/29/2011 03/13/2008 TLH SS 5.9% 8.4% -2.5% 8.3% -2.4% NA -0.1 -0.1

The above table of information is unique to the blogging world.  I know of no other blog site that provides this kind of detailed information as that provided to Platinum members.  If anyone know where to find this information, please post the URL so we can all examine the results.