Detailed portfolio 2004
Submitted by Liberty Valley on Fri, 2004-12-31 19:36.
Model Portfolio: (updated 2004/12/31) see DISCLAIMER
The portfolio was started on 2004/01/01 with $100,000. The upper part of the table shows the trading history, the lower part shows the current holdings. The prices are updated weekly.
Current asset allocation as determined from the market value of the current holdings.
Performance of the portfolio year to date. For comparison the exchange traded fund SPY and the Lipper Balanced Fund Index are shown. All include dividend payouts.
Historical asset allocation.
Details of the portfolio performance