Nothing going on with the portfolio lately. One day it goes up 1%, the next down...the S&P and my portfolio have been trading places on which is up more since inception. Currently MFI is in the lead, but only slightly (still well up on a weighted basis). Next tranche is on 9/7, coming up. The tranche that I'll be completing is the one that's crushing the benchmark. As of today, it stands at 36.96% vs. VFINX at 15.04%.
All tranches cumulative stands at 7.63% vs VFINX at 7.31%.
MFI fund return since inception stands at 16.06% vs. S&P 500 at 14.51%.
Weighted average MFI = 13.35% vs. S&P 500 = 8.85%.
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2 comments:
AYRON, I don't understand the difference between your three measures vs benchmarks.
MG
I detailed it a while ago and didn't feel like retyping it last night. I'll write a new explanation...
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