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« Portfolio Update | Main | Portfolio Update »

Portfolio Update

Today we are investing another approximate third of our equity allocation.  As you will recall we invested our large cap and international allocation last month.  Today’s investment will begin to fill up the mid-cap and small-cap allocation.  The mid and small areas of the market have underperformed the large area of the market recently and we believe this is a good entry point for the mid and small areas. 

As you will further recall, we are using mutual funds and believe we have a very strong line up of active managers that have historically produced significant out performance.  The mutual funds you will see being added to your account are:

  • Thrivent Mid Cap Stock Fund Class S (TMSIX)
  • Columbia Small Cap Value Fund I (CUURX)
  • Federated MDT Small Cap Core Fund Institutional Class (QISCX)
  • Federated Kaufmann Small Cap Fund Institutional Shares (FKAIX)

These funds represent some of the best of their respective peer groups and we believe this particular portfolio of funds should outperform.

When we add the last third of the equity allocation to the portfolio’s we will add to these positions and rebalance the entire portfolio.

We hope you all have a great Holy week next week.  Should you have any questions please feel free to contact us.

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