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Portfolio

2009-2010 Annual report available in April 2010

Our objective is to manage holdings within the following balanced portfolio:

S&P 500 Index (.60) + MSCI EAFE (0.10) + Barclays Aggregate Bond (.30)

 

Monthly & Annual reports
2002-03 2003-04 2004-05 2005-06 2006-07 2009-2010
4th Quarter 2002 Report August 2003 4th Quarter 2004 Report Annual Report Annual Report Annual Report 
October 2002 September 2003 October 2004   4th Quarter 2006 Report  
November 2002 October 2003 November 2004   November 2006  
December 2002 November 2003 December 2004      
January 2003 December 2003        
February 2003 January 2004        
March 2003 February 2004