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.
Historical asset allocation.
Details of the portfolio performance
Cash is assumed to earn 1% interest.
Commissions are not included.
Dividends less than 1% (p.a.) are not included.
Portfolio shows gains before taxes.
DISCLAIMER
We ("Liberty Valley Investors") are a consortium of private investors. The information on this website is for documentation purpose only. It does not represent investment advice. We are not responsible for errors in the presented material and/or for actions that readers take based on reading this website. We may or may not own any of the listed investment positions in our own investment accounts. We reserve the right to change our investment positions at any time without notice and/or without updating the website.