Similar to the Bullish Percent Indicators, this portfolio performance data is truncated for two reasons. 1) I don’t have access to all the data as I am at an investment conference. 2) The February statements are not updated for every portfolio. The next reliable data will come in early April or after the March statements are updated.
Thirteen Portfolio Performance: As the market continues to move up, some of the gains we made with respect to the VTSMX are beginning to wane. To be sure, the Internal Rate of Return (IRR) for the individual portfolios is up, but not to the same degree as our key benchmarks.
When it comes to improving on the trends, several of these portfolios only need to pick up approximately 0.2% on the benchmark to show a positive (P) trend. One of the first goals is to see a column of green in the Diff. Portfolio (column 6). That is the ultimate goal for each portfolio. In other words, the IRR for the portfolio should exceed or match the IRR for the ITA Index.