Quantext Portfolio Planning (QPP) is not only useful when initially planning a portfolio, but it is also instructive when a portfolio, such as the Kepler, is up for review. In preparation for the update coming next week, the following QPP analysis is a precursor of what to expect for the Kepler. Do note that four ETFs (VSS, IDX, EMB, and PCY) have "short-records" which means they have not existed over the five years this analysis covers. These short-records create minor errors in the projections. The percentages are low in these holdings so we need not worry too much.
July 6, 2012 by