Saturday, November 26, 2011

2011 Hypothetical Portfolio Review

Here are this year's (11/25/2010- 11/25/2011) estimated returns on the hypothetical portfolio I posted back in Nov. 2004. Over the same period, the S&P 500 Index returned approximately -1.17% (including dividends).


Going forward into 2012, we will adjust the allocations to be as follows:


Here are the historical results:


Click here for last year's results.

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