Performance (As of 05/17/2012)
Annualized Return
| Name | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
| P Sequoia Fund Top Stock Momentum | 0% | 10% | 22% | 17% |
| VFINX (Vanguard (S&P 500) Index) | 6% | 2% | 16% | 0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5% | 4% | 13% | 3% |
The portfolio selects top 5 stocks each month from 15 top holdings of Sequoia fund (SEQUX).
This is getting exciting.
See P Sequoia Fund Top Stock Momentum for the complete 11 year performance. Top holdings at the moment: