Friday, April 8, 2011

Portfolio performance for the week ending April 8th...

The first week of the portfolio holdings showed slight out-performance compared to the SPY.  This is calculated as a week ago Friday close to Friday close.


Granted this was a slight difference, but over time, a weekly 25 basis point performance comes to over 12% annualized.  I am tracking several portfolios concurrently, one that trades once a month, and one that trades weekly.  I will give weekly updates to this portfolio even if it only trades once per month (other than the automatic stop level at the 40 week SMA).

If you were to start a new portfolio this month, or trade weekly, here is the weekly portfolio:

And here are the top performing asset classes:

Compared to last week, the Domestic Large Cap and the Value / Growth Strategies swapped places.

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