Portfolio Performance: 7 October 2011

While the past week was positive for all the portfolios on an absolute scale, large-cap stocks continued to perform better than globally diversified portfolios.  Therefore, portfolios tracked by the TLH Spreadsheet either remained even or lost a little ground to the VTSMX benchmark.  Tough times in Europe are not helping ETFs such as VEU or emerging markets, VWO.

The following data table is what it is all about.  How well are the portfolios performing with respect to their benchmarks is the key question?

Portfolio Performance - 10/7/2011

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 08/31/2011 07/21/1999 Captool 2.4% NA NA 1.71% 0.69% 0.05 NA NA
Curie 10/07/2011 12/26/2007 TLH SS 1.7% -3.7% 5.4% -2.2% 4.0% NA 12.8 -13.1
Mosaic2 08/31/2011 07/19/1999 Captool 4.68% NA NA 1.53% 3.15% 0.16 NA NA
Newton 10/07/2011 06/02/2008 TLH SS 5.5% 1.3% 4.2% 2.4% 3.1% NA 2.2 -0.2
Passive Port. 08/31/2011 12/01/2000 Captool 4.6% NA NA 2.20% 2.4% 0.70 NA NA
Schrodinger 10/07/2011 12/01/2000 TLH SS 3.5% 1.2% 2.4% 1.7% 1.8% NA 15.1 -10.3
Jane 08/31/2011 02/14/1997 Captool 8.62% NA NA 5.0% 3.62% 0.54 NA NA
Einstein 10/07//2011 06/30/2008 TLH SS 6.9% 4.4% 2.5% 4.7% 2.2% NA 1.2 0.6
Gauss 08/31/2011 02/19/1997 Captool 8.71% NA NA 5.04% 3.67% 0.23 NA NA
Kepler 10/07/2011 11/01/2008 TLH SS 10.4% 10.1% 0.3% 11.1% -0.8% NA -0.33 -0.33
Scrappy 08/31/2011 08/14/2008 Captool 9.63% NA NA -0.70% 10.33% NA NA NA
Bohr 10/07/2011 08/14/2008 TLH SS 5.9% 5.1% 0.8% 0.6% 5.3% NA 4.1 0.0
Kenilworth 10/07/2011 08/18/2010 TLH SS -9.3% -10.0% 0.7% -6.5% -2.8% NA -0.02 -0.10
Franklin 10/07/2011 05/6/2011 TLH SS -20.5% -27.9% 7.4% -30.5% 10.0% NA 0.06* -0.16*
Projects 08/31/2011 12/01/2000 Captool 5.01% NA NA 2.22% 2.79% 1.32 NA NA
Washington 08/31/2011 06/18/1999 Captool 3.06% NA NA 2.02% 1.04% 0.28 NA NA
Maxwell 10/07/2011 12/25/2000 TLH SS -0.6% -7.7% 7.1% 2.3% -2.9% NA -0.10 -0.25
Adams 08/31/2011 06/18/1999 Captool 3.43% NA NA 2.02% 1.41% 0.73 NA NA
Euclid 10/07/2011 06/30/1999 TLH SS 0.7% -15.2% 15.9% 2.2% -1.6% NA -0.07 -0.23
Jefferson 08/31/2011 06/13/2006 Captool 5.08% NA NA -0.48% 5.56% NA NA NA
Madison 10/07/2011 03/13/2008 TLH SS 3.5% -12.3% 15.8% 2.4% 1.1% NA 0.04 -0.10
                       

* Insufficient data to be accurate.

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Sarah Brightman: The Andrew Lloyd Webber Collection

 

Photograph: Quilt at Fall MCC Auction – 2011

Is there another female voice to compare with Sarah Brightman?  Possibly, but she is one of the best of our era.  The Andrew Lloyd Webber Collection captures Ms. Brightman at her best.  Listen to a few cuts from this CD and I think you will agree.

This is my CD recommendation for the week.