Portfolio
Detailed portfolio 2008
Submitted by Liberty Valley on Sat, 2008-08-16 11:48.Model Portfolio: see DISCLAIMER
(The portfolio details are only shown for users who are logged in.)
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 Vanguard Balanced Index are shown. All include dividend payouts.
(The portfolio details are only shown for users who are logged in.)
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 Vanguard Balanced Index are shown. All include dividend payouts.
Detailed portfolio 2007
Submitted by Liberty Valley on Sat, 2008-01-05 14:43.Model Portfolio: (updated 2007/12/31) see DISCLAIMER
The portfolio was started on 2007/01/01 with $100,000. The upper part of the table shows the trading history, the lower part shows the current holdings.
1Positions were carried over from previous year and marked to market on 2006/12/31.
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 Vanguard Balanced Index are shown. All include dividend payouts.
The portfolio was started on 2007/01/01 with $100,000. The upper part of the table shows the trading history, the lower part shows the current holdings.
1Positions were carried over from previous year and marked to market on 2006/12/31.
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 Vanguard Balanced Index are shown. All include dividend payouts.
Detailed portfolio 2006
Submitted by Liberty Valley on Sun, 2006-12-31 15:16.Model Portfolio: (updated 2006/12/31) see DISCLAIMER
The portfolio was started on 2006/01/01 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.
1Positions were carried over from previous year and marked to market on 2005/12/31.
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.
Detailed portfolio 2005
Submitted by Liberty Valley on Sat, 2005-12-31 21:04.Model Portfolio: (updated 2005/12/31) see DISCLAIMER
The portfolio was started on 2005/01/01 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.
1Positions were carried over from previous year and marked to market on 2004/12/31.
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.
Detailed portfolio 2004
Submitted by Liberty Valley on Fri, 2004-12-31 20:36.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.
1Positions were carried over from previous year and marked to market on 2003/12/31.
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.
Detailed portfolio 2003
Submitted by Liberty Valley on Wed, 2003-12-31 20:58.Model Portfolio: (updated 2003/12/31) see DISCLAIMER
The portfolio was started on 2003/01/01 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.
