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 [pdf documents] 

2009-2010  Annual Report      
       
2006-2007  Annual Report     
  November 2006  February 2007 2006 Qtr 4  
  December 2006 March 2007  
  January 2007 April 2007  
       
2005-2006  Annual Report      
       
2004-2005  4th Quarter 2004 Report     
 

December 2004    

       
  November 2004     
  October 2004     
       
2003-2004  February 2004  October 2003    
  January 2004   September 2003    
  December 2003  August 2003    
  November 2003         
       
2002-2003   4th Quarter 2002 Report     
  March 2003  December 2002   
  February 2003   November 2002      
  January 2003  
  		 October 2002