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Archive of entries posted on 11th May 2011

Muriel’s spreadsheet highlights what we did good (and bad). But it doesn’t have answers, especially in bonds.

Every week Muriel and I figure out what we call “Harry’s Allocation Spreadsheet.” This big Excel spreadsheet tracks money — where it is, where it went and how it came in. The bottom line adds everything from real estate, dividends, stocks, private equity funds and muni bonds. It purports to tell what’s working and what’s […]