When I published my outlook at the end of last year, I began a portfolio embracing the biases of the report. I published my positions on the right hand border of this blog on 12/31/13. However, I hadn’t published a piece detailing or recognizing this new project. Below is a first stab at an account review that shows the positions in my portfolio as well as some preliminary performance figures against two benchmarks beginning 12/31/13: 50% IVV 50% AGG and 100% SPY. My next update will include commentary and additional performance measures.
Thanks for your support,