Mad Money Machine

Hosted by Paul Boyer

Lazy Portfolios Update: 1st Half 2007

Here’s a summary of how the “Lazy Portfolios” have done in the first half of 2007. I will provide more detail of the makeup of each portfolio here and on the podcast. I also show each portfolio’s annualized performance for the previous 1.5 and 2.5 years.

NOTE THAT THESE ARE THE EQUITY ONLY PORTIONS OF EACH PORTFOLIO. I REMOVED THEIR BOND COMPONENT (IF ANY).

Annualized Annualized
Lazy Portfolio 1st half 2007 Since 12/31/05 Since 12/31/04
Ted Aronson’s Lazy Portfolio 10.59% 20.48% 19.09%
IndexFolio 100 9.60% 21.57% 17.44%
Andrew Tobias’ Lazy Portfolio 9.52% 20.79% 16.81%
Scott Burns’ Margarita Portfolio 9.52% 20.79% 16.81%
IndexFolio 95 9.16% 21.46% 17.34%
IndexFolio 90 8.71% 21.35% 17.23%
William Bernstein’s Basic No-Brainer Portfolio 8.64% 18.53% 14.58%
Merriman Vanguard Equity 8.25% 21.92% 18.56%
Paul B. Ferrell’s WisdomTree Portfolio 1 8.22%
Bill Schultheis’ Coffeehouse Portfolio Three ETF 7.95% 20.14%
Scott Burns’ Six Ways from Sunday Portfolio 7.71% 21.09% 20.78%
Scott Burns’ Couch Potato Portfolio 7.10% 15.24% 11.43%
William Bernstein’s No Brainer Cowards Portfolio 6.85% 18.72% 15.56%
Frank Armstrong’s Ideal Index Portfolio 5.84% 15.95% 13.06%
Ben Stein 2007 5.60% 17.06% 14.46%
Bill Schultheis’ Coffeehouse Portfolio Vanguard 5.21% 18.18% 14.40%
Bill Schultheis’ Coffeehouse Portfolio ETFs 4.70% 17.98% 13.56%
John Wasnik’s Nano Investment Portfolio 4.38% 19.72% 16.27%
David Swensen’s Lazy Portfolio 4.32% 18.64% 15.37%
Scott Burns’ Five Fold Portfolio 3.86% 19.21% 16.00%
Scott Burns’ Four Square Portfolio 3.86% 19.21% 16.00%
Ben Stein Retirement -1.69% 15.13% 12.34%
Index
S&P500 5.97% 13.18% 8.99%
DOW 7.59% 16.11% 9.11%
NASDAQ 7.79% 11.69% 7.44%

Here is the detailed holdings of each portfolio. The 3rd column is the original portfolio percentage including bonds. The last column shows the equity weightings without bonds.

  Symbol % Allocation % Equity Only
WisdomTree      
DTD WISDOMTREE TTL DIV 15% 15%
EXT WisdomTree Total Earnings Fund 15% 15%
DHS WISDOMTREE H-Y EQ TR 10% 10%
DTH WISDOMTREE DIEFA HY 10% 10%
DKA International Energy Sector 10% 10%
DPN International Consumer Non-Cyclical Index 10% 10%
EZY WisdomTree Low P/E Fund 10% 10%
TOTAL 100% 100%
Ben Stein 2007
VTI Vanguard Total Stock Market ETF 35% 35%
EFA ISHARES MSCI EAFE FD 20% 20%
EEM ISHARES MSCI E.M.I.F 10% 10%
ICF ISHARES COHEN & STEERS REALTY 10% 10%
IWN ISHARES RUSSELL 2000 VALUE INDEX FD 10% 10%
Cash 15% 15%
TOTAL 100% 100%
Ben Stein Retirement
RWR DJ Wilshire REIT ETF 50% 50%
DVY ISHARES DOW SEL DIV 50% 50%
TOTAL 100% 100%
Jim Lowell’s Sower’s Growth Portfolio
EFA ISHARES MSCI EAFE FD 25% 25%
IYY ISHARE DJ TOT MKT IN 15% 15%
MDY MidCap SPDRs 15% 15%
DIA DIAMONDS 10% 10%
IWM ISHARES RUSSELL 2000 INDEX FD 10% 10%
EEM ISHARES MSCI E.M.I.F 10% 10%
ONEQ Fidelity Nasdaq Composite Index Tracking Stock – Fidelity Nasdaq Composite Index Tracking Stock 7.5% 7.5%
PWC PowerShares Dynamic Market Portfolio 7.5% 7.5%
100% 100%
Frank Armstrong’s Ideal Index Portfolio
VGTSX Vanguard Total Intl Stock Index 31% 31%
VBISX Vanguard Short-Term Bond Index 30% 30%
VISVX Vanguard Small Cap Value Index 9.25% 9.25%
VIVAX Vanguard Value Index 9.25% 9.25%
VGSIX Vanguard REIT Index 8% 8%
VISGX Vanguard Small Cap Growth Index 6.25% 6.25%
VFINX Vanguard 500 Index 6.25% 6.25%
100% 100%
John Wasnik’s Nano Investment Portfolio
VTI Vanguard Total Stock Market ETF 20% 33%
VGTSX Vanguard Total Intl Stock Index 20% 33%
VNQ Vanguard REIT ETF 20% 33%
TIP ISHARES LEHMAN TIPS 20% 0%
AGG iShares Lehman Aggregate Bond Fund 20% 0%
100%
Andrew Tobias’ Lazy Portfolio
VTSMX Vanguard Total Stock Mkt Idx 33.30% 50.00%
VGTSX Vanguard Total Intl Stock Index 33.30% 50.00%
VIPSX Vanguard Inflation-Protected Secs 33.30% 0.00%
99.90% 100.00%
William Bernstein’s Basic No-Brainer Portfolio
VFINX Vanguard 500 Index 25% 33%
VTMSX Vanguard Tax-Managed Small Cap Inv 25% 33%
VTMGX Vanguard Tax-Managed Intl 25% 33%
VBISX Vanguard Short-Term Bond Index 25% 0%
100% 100%
William Bernstein’s No Brainer Cowards Portfolio
VFSTX Vanguard Short-Term Investment-Grade 40%
VTSMX Vanguard Total Stock Mkt Idx 15% 1/4
VISVX Vanguard Small Cap Value Index 10% 17%
VIVAX Vanguard Value Index 10% 17%
VEIEX Vanguard Emerging Mkts Stock Idx 5% 8%
VEURX Vanguard European Stock Index 5% 8%
VPACX Vanguard Pacific Stock Index 5% 8%
VGSIX Vanguard REIT Index 5% 8%
VTMSX Vanguard Tax-Managed Small Cap Inv 5% 8%
100% 100%
Bill Schultheis’ Coffeehouse Portfolio Three ETF
VTI Vanguard Total Stock Market ETF 33.3% 50.0%
EFV ISHARES MSCI VLU IDX 33.3% 50.0%
AGG iShares Lehman Aggregate Bond Fund 33.3% 0.0%
100% 100%
Bill Schultheis’ Coffeehouse Portfolio ETFs
AGG iShares Lehman Aggregate Bond Fund 40% 0%
IVV ISHARE S&P 500 INDX 10% 17%
IVE ISHARE SP500 BAR VAL 10% 17%
EFA ISHARES MSCI EAFE FD 10% 17%
IYR ISHARE DJ R EST INX 10% 17%
IWN ISHARES RUSSELL 2000 VALUE INDEX FD 10% 17%
JKJ ISHARES MRGN SM CORE 10% 17%
100% 100%
Bill Schultheis’ Coffeehouse Portfolio Vanguard
VBMFX Vanguard Total Bond Market Index 40% 0%
VFINX Vanguard 500 Index 10% 17%
VIVAX Vanguard Value Index 10% 17%
VGTSX Vanguard Total Intl Stock Index 10% 17%
VGSIX Vanguard REIT Index 10% 17%
VISVX Vanguard Small Cap Value Index 10% 17%
NAESX Vanguard Small Cap Index 10% 17%
100% 100%
David Swensen’s Lazy Portfolio
VTSMX Vanguard Total Stock Mkt Idx 30% 43%
VGSIX Vanguard REIT Index 20% 29%
VGTSX Vanguard Total Intl Stock Index 20% 29%
VIPSX Vanguard Inflation-Protected Secs 15% 0%
VFISX Vanguard Short-Term Treasury 15% 0%
100% 100%
Scott Burns’ Couch Potato Portfolio
VTSMX Vanguard Total Stock Mkt Idx 50% 100%
VIPSX Vanguard Inflation-Protected Secs 50% 0%
100% 100%
Scott Burns’ Margarita Portfolio
VTSMX Vanguard Total Stock Mkt Idx 33.30% 50.00%
VIPSX Vanguard Inflation-Protected Secs 33.30% 0.00%
VGTSX Vanguard Total Intl Stock Index 33.30% 50.00%
99.90% 100.00%
Scott Burns’ Four Square Portfolio
VTSMX Vanguard Total Stock Mkt Idx 25% 33%
VIPSX Vanguard Inflation-Protected Secs 25%
VGTSX Vanguard Total Intl Stock Index 25% 33%
VGSIX Vanguard REIT Index 25% 33%
100% 100%
Scott Burns’ Five Fold Portfolio
VTSMX Vanguard Total Stock Mkt Idx 20% 33%
VIPSX Vanguard Inflation-Protected Secs 20%
VGTSX Vanguard Total Intl Stock Index 20% 33%
VGSIX Vanguard REIT Index 20% 33%
BEGBX American Century International Bd Inv 20%
100% 100%
Scott Burns’ Six Ways from Sunday Portfolio
VTSMX Vanguard Total Stock Mkt Idx 16.7% 25.0%
VIPSX Vanguard Inflation-Protected Secs 16.7% 0.0%
VGTSX Vanguard Total Intl Stock Index 16.7% 25.0%
VGSIX Vanguard REIT Index 16.7% 25.0%
BEGBX American Century International Bd Inv 16.7% 0.0%
VGENX Vanguard Energy 16.7% 25.0%
100.0% 100.0%
Ted Aronson’s Lazy Portfolio
VEIEX Vanguard Emerging Mkts Stock Idx 20% 25%
VFINX Vanguard 500 Index 15% 19%
VPACX Vanguard Pacific Stock Index 15% 19%
VEXMX Vanguard Extended Market Idx 10% 13%
VIPSX Vanguard Inflation-Protected Secs 10% 0%
VEURX Vanguard European Stock Index 5% 6%
VWEHX Vanguard High-Yield Corporate 5% 0%
VUSTX Vanguard Long-Term U.S. Treasury 5% 0%
VISGX Vanguard Small Cap Growth Index 5% 6%
VISVX Vanguard Small Cap Value Index 5% 6%
VTSMX Vanguard Total Stock Mkt Idx 5% 6%
100% 100%
Merriman Vanguard Equity
VFINX Vanguard 500 Index 10.00% 10.00%
VIVAX Vanguard Value Index 10.00% 10.00%
NAESX Vanguard Small Cap Index 10.00% 10.00%
VISVX Vanguard Small Cap Value Index 10% 10%
VGSIX Vanguard REIT Index 10% 10%
VDMIX Vanguard Developed Markets Index 20% 20%
VTRIX Vanguard International Value 20% 20%
VEIEX Vanguard Emerging Mkts Stock Idx 10% 10%
100.00% 100.00%
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Mon, July 2 2007 » Portfolio Smackdown

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