Nearly two months passed since I last updated the portfolio performance data table. I’m not trying to hide anything. Instead, I’ve been working on other projects such as portfolio optimization. Since the last review the U.S. Equities market has been on a tear. In context my comments below need to reflect the fact that not all February dividends are recorded in the following data and none of the March dividends are part of the IRR results.
March 6, 2013 by