Monday, May 17, 2010

RJFIRA Portfolio PSDS Scan 12-31-2009 10yr




This is my IRA portfolio and it has changed little over the last 10 years mostly in the addition of a few income funds. It has no stable value fund but all the funds have positive 10yr and 5yr Sharpe ratios. In the scan WASAX is represented by WASCX which has 10yr data. The Balanced portfolio and the RJFIRA portfolio are close and both have Sharpe ratios over 2.0 and 10yr APRs of a bit over 10%. This is not a lifeboat portfolio.

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