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RVB's Market Musings

What began here as an avenue to interact and learn has far exceeded those goals.

If you are a prospective employer, please consider this site a place where you can see my passion for investing...

Wednesday, February 28, 2007

Portfolio holding up

Our equity portfolio in ASAP is holding up pretty well through the selloff. We performed roughly in-line with our benchmark on the selloff day (Tuesday), but today we had a good day. YTD, we are officially 93 bps (0.93%) ahead of the benchmark. (I know this because I'm the one that runs the performance stats every day to make sure our numbers haven't been messed up)


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