Model Fund Portfolio Update: 2005 Mid-Year Review

    by James B. Cloonan

    Model Fund Portfolio Update: 2005 Mid Year Review Splash image

    Figure 1.Recommended Fund Portfoliovs. Benchmarks

    The last six months have not been very good for our Model Mutual Fund Portfolio, or for the market in general. The fund portfolio was only slightly ahead of the S&P 500 index. However, it is still significantly ahead for the past 12 months and for the two-year life of the portfolio, as can be seen in Figure 1 and Figure 2.

    Since the fund portfolio is now two years old, itÂ’s helpful to separate the performance history of the funds currently recommended from the performance of the actual portfolio (it is a real portfolio). The history of the currently recommended funds, as shown in Figure 1, is important because it lets you see the characteristics of the funds we currently recommend and their performance over various periods.

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