Portfolio performance as of December 31, 2011. Chart (below) displays the compound annual growth rate (CAGR) of my portfolio since December 31, 2006. The S&P 500 TR is an index for the total return of the largest 500 U.S. stocks as determined by rankings according to market capitalization. My portfolio is underperforming the Investment goal and the S&P 500 TR.
Perspective. According to recent data, many hedge funds underperformed the S&P 500 during this time period.
Portfolio holdings. Table data (below) show the year-end assets held in my portfolio. Ticker is the stock exchange trading symbol. % of Total Market Value is calculated by the formula “100 (year-end asset value/year-end portfolio value)”.