Here is a performance update for the three Carson portfolios. For references, the S&P 500 returned - 2.28%. That is a negative IRR value. The VTHRX benchmark squeaked out an IRR of 0.30%.
- HA IRR = 18.5%
- BHS IRR = 17.7%
- LRPC IRR = 39.8%
These values are greatly exaggerated due to the short time of measurement.
Lowell