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No. of Recommendations: 3
Wow! Summing up this past quarter is a crazy endeavor. So I’ll just leave it at that. The results haven’t changed much – only the long term of greater than 10 years is ahead of the broad Russell 3000 index, and only marginally at 10 years. My MFI portfolio results for the period ending Mar 31, 2020 are presented here.

The returns of my portfolio versus those of several Russell indexes through 31-Mar-2020 are as follows:

Portfolio Inception Date IRR R3000 R2000
Real Money 02-Feb-2006 +8.49% +7.08 +4.66

The following table details performance (IRR) over various time frames through the end of the quarter:
 
Portfolio 10 year 5 year 3 year 1 year
Real Money +10.28 -0.18 -4.29 -13.77
R3000 +10.15 +5.77 +4.00 -9.13
R2000 +6.90 -0.25 -4.64 -23.99

I currently no longer have any tracking portfolios. I have an idea where I might get some historical data based on Gotham portfolios and use that to construct a tracking portfolio. That’s a project for another time.

Still working to stay resolute,
j
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