Model Portfolio

Based on my not so good track record of 2006 returns on my stock picks, I decided to design a portfolio with a mix of stocks, many mutual funds and for first time mix of bond and cash. (yesterday when we were playing bridge, one of our buddy mentioned that his portfolio returned 60% - congratulations to him on this excellent record. I would be interested if he can repeat and sustain similar results with large amounts - say 100K)

On Friday when Yash had gone to singning class, I designed this model portfolio based on closing prices of Jan 5, 2007. My goal is to beat S&P by at least 2% by Jan5, 2008. I promise to update the blog with quarterly results on this portfolio.

(Diclaimer: I personally don't have 100K to invest in such a portfolio. This is just to test application of some of the learnings I am getting in my MBA classes)

Symbol	Shrs	Holdings Value	Name
-	5-Jan-07	28.47	527	15,003.69$15,003.69	CSCO	527	15,003.69$15,003.69	CISCO SYS INC
-	5-Jan-07	27.74	180	4,993.20$4,993.20	YHOO	180	4,993.20$4,993.20	YAHOO INC
-	5-Jan-07	129.82	77	9,996.14$9,996.14	VFINX	77	9,996.14$9,996.14	VANGUARD INDEX TRUST 500 INDEX
-	5-Jan-07	25.21	198	4,991.58$4,991.58	VGSIX	198	4,991.58$4,991.58	VANGUARD SPECIALIZED PORT INC.
-	5-Jan-07	62.69	80	5,015.20$5,015.20	FSESX	80	5,015.20$5,015.20	FIDELITY SELECT ENERGY SERVICES
-	5-Jan-07	20.31	492	9,992.52$9,992.52	VSTCX	492	9,992.52$9,992.52	VANGUARD STRATEGIC SMALL CAP EQ
-	5-Jan-07	17.46	573	10,004.58$10,004.58	VGTSX	573	10,004.58$10,004.58	VANGUARD TOTAL INTERNATIONAL ST
-	5-Jan-07	12.46	803	10,005.38$10,005.38	VDMIX	803	10,005.38$10,005.38	VANGUARD DEVELOPED MARKETS INDE
-	5-Jan-07	23.68	211	4,996.48$4,996.48	VEIEX	211	4,996.48$4,996.48	VANGUARD EMERGING MARKETS STOCK
-	5-Jan-07	32.09	156	5,006.04$5,006.04	UUPIX	156	5,006.04$5,006.04	ULTRAEMERGING MARKETS PROFUND I
-	5-Jan-07	105.95	47	4,979.65$4,979.65	FXI	47	4,979.65$4,979.65	ISHARES TR FTSE INDX
-	5-Jan-07	12.61	397	5,006.17$5,006.17	TABRX	397	5,006.17$5,006.17	TEMPLETON BRIC FUND CLASS A
-	5-Jan-07	6.22	804	5,000.88$5,000.88	VWEHX	804	5,000.88$5,000.88	VANGUARD HIGH YIELD CORPORATE F
-	5-Jan-07	-	5,000.00	$5,000.005,000.00	$$CASH	5,000.00	$5,000.005,000.00
-	-	-	-	99,991.51$99,991.51	Total (USD):	-	99,991.51$99,991.51