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[Sticky] Carson Mid-August Update

 
LRPC-BHS-HA Portfolios
Last Post by Lowell Herr 6 years ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 651
Topic starter August 14, 2019 8:09 AM  

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


   
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