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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 2021-2022
4th Quarter 2002 Report  August 2003  4th Quarter 2004 Report  Annual 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