Spotting the Other Lazy Portfolios a Few Points
One-twelfth of 2011 is already behind us and it appears that the Permanent Portfolios have decided to give the other Lazy Portfolios a head start on the year. Said another way: The Permanent Portfolios are ON SALE! Here is the table of returns through January.
| ID# | Portfolio Name | YTD Return |
| P16 | Vanguard Windsor | 3.1% |
| P21 | Scott Burns’ Six Ways from Sunday Portfolio | 2.2% |
| P19 | Scott Burns’ Four Square Portfolio | 1.6% |
| P13 | David Swensen’s Lazy Portfolio | 1.5% |
| P20 | Scott Burns’ Five Fold Portfolio | 1.3% |
| P5 | Taylor Larimore 4 Fund | 1.3% |
| P4 | Taylor Larimore 3 Fund | 1.3% |
| P8 | William Bernstein’s Basic No-Brainer Portfolio | 1.2% |
| P6 | Rick Ferri Core Four | 1.1% |
| P14 | David Swensen’s Yale Endowment | 1.1% |
| P17 | Scott Burns’ Couch Potato Portfolio | 1.1% |
| P11 | Bill Schultheis’ Coffeehouse Portfolio Vanguard | 1.0% |
| P7 | William Bernstein’s No Brainer Cowards Portfolio | 1.0% |
| P18 | Scott Burns’ Margarita Portfolio | 1.0% |
| P12 | FundAdvice Ultimate Buy & Hold | 0.9% |
| P15 | MMM Do It Yourself Funds | 0.8% |
| P22 | Larry Swedroe Simple | 0.7% |
| P10 | Ted Aronson’s Lazy Portfolio | 0.2% |
| P23 | Larry Swedroe Min Fat Tails | -0.3% |
| P9 | Dilbert World’s Simplest | -0.3% |
| P3 | Permanent Portfolio Fund (PRPFX) | -0.7% |
| P1 | Harry Browne Permanent Portfolio (ETF) | -1.8% |
| P2 | Paul Boyer Permanent Portfolio (ETF) | -2.7% |
The individual components of the Permanent Portfolios are as follows:
VTI +2.0% – Total Stock Market
TLT -3.1% – Long Term Bonds
IAU -6.4% – Gold
SHY +0.1% – T-bills
—-
VBR +0.6% – Small Cap Value
VWO -3.4% – Emerging Markets
And for reference, here the components of all of the Lazy Portfolios we track here.
| ID | FUND NAME | TICKER | % |
| P1 | Harry Browne Permanent Portfolio | ||
| Vanguard Total Stock Market ETF | VTI | 25% | |
| iShares Barclays 20+ Year Treas Bond | TLT | 25% | |
| iShares Barclays 1-3 Year Treasury Bond | SHY | 25% | |
| iShares Gold Trust | IAU | 25% | |
| P2 | Paul Boyer Permanent Portfolio | ||
| Vanguard Small Cap Value Index | VBR | 12.5% | |
| Vanguard Emerging Mkts Stock Idx | VWO | 12.5% | |
| iShares Barclays 20+ Year Treas Bond | TLT | 25% | |
| iShares Barclays 1-3 Year Treasury Bond | SHY | 25% | |
| iShares Gold Trust | IAU | 25% | |
| P3 | Permanent Portfolio Fund | PRPFX | 100% |
| P4 | Taylor Larimore 3 Fund | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 40% | |
| Vanguard Total Intl Stock Index | VGTSX | 20% | |
| Vanguard Total Bond Market Index | VBMFX | 40% | |
| TOTAL | 100% | ||
| P5 | Taylor Larimore 4 Fund (NOT VALID) | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 50% | |
| Vanguard Total Intl Stock Index | VGTSX | 30% | |
| Vanguard Total Bond Market Index | VBMFX | 10% | |
| Vanguard Inflation-Protected Secs | VIPSX | 10% | |
| TOTAL | 100% | ||
| P6 | Rick Ferri Core Four | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 35% | |
| Vanguard REIT Index | VGSIX | 10% | |
| Vanguard Total Intl Stock Index | VGTSX | 15% | |
| Vanguard Total Bond Market Index | VBMFX | 40% | |
| TOTAL | 100% | ||
| P7 | William Bernstein’s No Brainer Cowards Portfolio | ||
| Vanguard Short-Term Investment-Grade | VFSTX | 40% | |
| Vanguard Total Stock Mkt Idx | VTSMX | 15% | |
| Vanguard Small Cap Value Index | VISVX | 10% | |
| Vanguard Value Index | VIVAX | 10% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 5% | |
| Vanguard European Stock Index | VEURX | 5% | |
| Vanguard Pacific Stock Index | VPACX | 5% | |
| Vanguard REIT Index | VGSIX | 5% | |
| Vanguard Tax-Managed Small Cap Inv | VTMSX | 5% | |
| TOTAL | 100% | ||
| P8 | William Bernstein’s Basic No-Brainer Portfolio | ||
| Vanguard 500 Index | VFINX | 25% | |
| Vanguard Tax-Managed Small Cap Inv | VTMSX | 25% | |
| Vanguard Tax-Managed Intl | VTMGX | 25% | |
| Vanguard Short-Term Bond Index | VBISX | 25% | |
| TOTAL | 100% | ||
| P9 | Dilbert World’s Simplest | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 50% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 50% | |
| dilbert.com/blog/entry/worlds_simplest_portfolio | TOTAL | 100% | |
| P10 | Ted Aronson’s Lazy Portfolio | ||
| Vanguard Emerging Mkts Stock Idx | VEIEX | 20% | |
| Vanguard 500 Index | VFINX | 15% | |
| Vanguard Pacific Stock Index | VPACX | 15% | |
| Vanguard Extended Market Idx | VEXMX | 10% | |
| Vanguard Inflation-Protected Secs | VIPSX | 10% | |
| Vanguard European Stock Index | VEURX | 5% | |
| Vanguard High-Yield Corporate | VWEHX | 5% | |
| Vanguard Long-Term U.S. Treasury | VUSTX | 5% | |
| Vanguard Small Cap Growth Index | VISGX | 5% | |
| Vanguard Small Cap Value Index | VISVX | 5% | |
| Vanguard Total Stock Mkt Idx | VTSMX | 5% | |
| TOTAL | 100% | ||
| P11 | Bill Schultheis’ Coffeehouse Portfolio Vanguard | ||
| Vanguard Total Bond Market Index | VBMFX | 40% | |
| Vanguard 500 Index | VFINX | 10% | |
| Vanguard Value Index | VIVAX | 10% | |
| Vanguard Total Intl Stock Index | VGTSX | 10% | |
| Vanguard REIT Index | VGSIX | 10% | |
| Vanguard Small Cap Value Index | VISVX | 10% | |
| Vanguard Small Cap Index | NAESX | 10% | |
| TOTAL | 100% | ||
| P12 | FundAdvice Ultimate Buy & Hold | ||
| Vanguard 500 Index | VFINX | 6% | |
| Vanguard Value Index | VIVAX | 6% | |
| Vanguard Small Cap Index | NAESX | 6% | |
| Vanguard Small Cap Value Index | VISVX | 6% | |
| Vanguard REIT Index | VGSIX | 6% | |
| Vanguard Developed Markets Index | VDMIX | 12% | |
| Vanguard Inflation-Protected Secs | VIPSX | 8% | |
| Vanguard Interm-Term U.S. Treas | VFITX | 20% | |
| Vanguard Short-Term Treasury | VFISX | 12% | |
| Vanguard International Value | VTRIX | 12% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 6% | |
| TOTAL | 100% | ||
| P13 | David Swensen’s Lazy Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 30% | |
| Vanguard REIT Index | VGSIX | 20% | |
| Vanguard Developed Markets Index | VDMIX | 15% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 5% | |
| Vanguard Inflation-Protected Secs | VIPSX | 15% | |
| Vanguard Short-Term Treasury | VFISX | 15% | |
| TOTAL | 100% | ||
| P14 | David Swensen’s Yale Endowment | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 30% | |
| Vanguard REIT Index | VGSIX | 20% | |
| Vanguard Developed Markets Index | VDMIX | 15% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 5% | |
| Vanguard Inflation-Protected Secs | VIPSX | 15% | |
| Vanguard Long-Term Treasury Investor | VUSTX | 15% | |
| TOTAL | 100% | ||
| P15 | MMM Do It Yourself Funds | ||
| Vanguard 500 Index | VFINX | 12% | |
| Vanguard Value Index | VIVAX | 12% | |
| Vanguard Small Cap Value Index | VISVX | 20% | |
| Bridgeway Ultra-Small Company Market | BRSIX | 20% | |
| Vanguard REIT Index | VGSIX | 5% | |
| Vanguard International Value | VTRIX | 9% | |
| Vanguard International Explorer | VGTSX | 9% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 13% | |
| TOTAL | 100% | ||
| P16 | Vanguard Windsor | VWNDX | 100% |
| P17 | Scott Burns’ Couch Potato Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 50% | |
| Vanguard Inflation-Protected Secs | VIPSX | 50% | |
| TOTAL | 100% | ||
| P18 | Scott Burns’ Margarita Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 33% | |
| Vanguard Inflation-Protected Secs | VIPSX | 33% | |
| Vanguard Total Intl Stock Index | VGTSX | 33% | |
| TOTAL | 100% | ||
| P19 | Scott Burns’ Four Square Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 25% | |
| Vanguard Inflation-Protected Secs | VIPSX | 25% | |
| Vanguard Total Intl Stock Index | VGTSX | 25% | |
| Vanguard REIT Index | VGSIX | 25% | |
| TOTAL | 100% | ||
| P20 | Scott Burns’ Five Fold Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 20% | |
| Vanguard Inflation-Protected Secs | VIPSX | 20% | |
| Vanguard Total Intl Stock Index | VGTSX | 20% | |
| Vanguard REIT Index | VGSIX | 20% | |
| American Century International Bd Inv | BEGBX | 20% | |
| TOTAL | 100% | ||
| P21 | Scott Burns’ Six Ways from Sunday Portfolio | ||
| Vanguard Total Stock Mkt Idx | VTSMX | 16.7% | |
| Vanguard Inflation-Protected Secs | VIPSX | 16.7% | |
| Vanguard Total Intl Stock Index | VGTSX | 16.7% | |
| Vanguard REIT Index | VGSIX | 16.7% | |
| American Century International Bd Inv | BEGBX | 16.7% | |
| Vanguard Energy | VGENX | 16.7% | |
| TOTAL | 100.0% | ||
| P22 | Larry Swedroe Simple | ||
| Vanguard Value Index | VIVAX | 15% | |
| Vanguard Small Cap Value Index | VISVX | 15% | |
| Vanguard Small Cap Index | NAESX | 13% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 4% | |
| Vanguard International Value Inv | VTRIX | 13% | |
| Vanguard Inflation-Protected Secs | VIPSX | 40% | |
| TOTAL | 100% | ||
| P23 | Larry Swedroe Min Fat Tails | ||
| Vanguard Small Cap Value Index | VISVX | 15% | |
| Vanguard Emerging Mkts Stock Idx | VEIEX | 15% | |
| Vanguard Inflation-Protected Secs | VIPSX | 35% | |
| Vanguard Short-Term Treasury | VFISX | 35% | |
| TOTAL | 100% | ||
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