Mad Money Machine

Hosted by Paul Boyer

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% РT-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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Tue, February 1 2011 » Analysis, Blog, Portfolio Smackdown