Mad Money Machine

by Paul Douglas Boyer

Lazy Portfolios Thru September 2010

Here is a chart plotting the end-of-month returns for the lazy portfolios. Wow, what a roller coaster ride if your portfolio was 100% in stocks. On the other hand, wow, what a nice smooth ride if you were in one of the three permanent portfolios. The Paul Boyer Permanent Portfolio remains in the lead with an amazing 13.1% gain through the first three quarters of 2010. Look at that steady upward blue line! Thank you Harry Browne.

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And here is the table of returns through September 2010:

ID# Portfolio Name YTD Return
P2 Paul Boyer Permanent Portfolio (ETF) 13.1%
P1 Harry Browne Permanent Portfolio (ETF) 11.8%
P3 Permanent Portfolio Fund (PRPFX) 10.8%
P14 David Swensen’s Yale Endowment 9.5%
P24  IFA Index Portfolio 100 Bright Red  8.8%
P19 Scott Burns’ Four Square Portfolio 8.3%
P11 Bill Schultheis’ Coffeehouse Portfolio Vanguard 7.9%
P10 Ted Aronson’s Lazy Portfolio 7.7%
P9 Dilbert World’s Simplest 7.4%
P13 David Swensen’s Lazy Portfolio 7.2%
P20 Scott Burns’ Five Fold Portfolio 7.1%
P15 MMM Do It Yourself Funds 6.7%
P12 FundAdvice Ultimate Buy & Hold 6.5%
P22 Larry Swedroe Simple 6.4%
P23 Larry Swedroe Min Fat Tails 6.4%
P6 Rick Ferri Core Four 6.0%
P7 William Bernstein’s No Brainer Cowards Portfolio 5.9%
P25  IFA Index Portfolio 50  5.9%
P17 Scott Burns’ Couch Potato Portfolio 5.5%
P21 Scott Burns’ Six Ways from Sunday Portfolio 5.3%
P18 Scott Burns’ Margarita Portfolio 4.8%
P4 Taylor Larimore 3 Fund 4.8%
P5 Taylor Larimore 4 Fund 4.7%
P8 William Bernstein’s Basic No-Brainer Portfolio 4.4%
P16 Vanguard Windsor 2.0%

Data on IFA portfolios is courtesy of ifa.com. All other portfolio returns are calculated using Yahoo! Finance historical returns and may not include dividends paid in the most recent month.

Fri, October 1 2010 » Analysis, Blog

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