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