Mad Money Machine

Hosted by Paul Boyer

Lazy Portfolios Through November 2010

The lazy portfolios did not all move in lock step during November — some went up and some went down. The PRPFX mutual fund took the lead with a monthly gain of 1.4% while the Paul Boyer PP and Harry Browne PP stayed relatively flat for the month. IFA Index Portfolio 100 gained over 1% […]


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Wed, December 1 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Through November 2010

Lazy Portfolios Through October 2010

Just a quick update on the performance of the Lazy Portfolios through Halloween. What a move they have had since August. Is it a repeat of the move that we saw from Feb – Apr? I’ll update you in a couple of months and we will find out. In the meantime, I don’t really care […]


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Mon, November 1 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Through October 2010

Max Drawdown in Lazy Portfolios 2001 – 2009

Instead of using Standard Deviation as the measure of a portfolio’s risk, I have been looking at using Max Drawdown which I believed could be more user-friendly. Standard Deviation involves complicated statistical computations. Could you explain Standard Deviation to your grandmother? Max Drawdown would be easier to explain. It is the largest peak to trough […]


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Fri, October 22 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Max Drawdown in Lazy Portfolios 2001 – 2009

Some Observations From Bogleheads 9 and From Jack Bogle Himself

I have the rare privilege of attending the Bogleheads 9 reunion in Philly this year. I wanted to attend the one much closer to my home a couple of years ago, but was way too late in registering. They only let 120 or so folks attend these things. So I registered early enough this year […]


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Thu, October 14 2010 » Analysis, Blog » Comments Off on Some Observations From Bogleheads 9 and From Jack Bogle Himself

Proof You Gotta Own Some Stock

You gotta own some stocks, but how much? I took the Paul Boyer Permanent Portfolio and varied the percentage of stock ownership from 0% to 100% in 5% increments while keeping gold, long term bonds, and cash divided equally among the remaining amount. Then I plotted each portfolios return vs. risk for 1975 through 2009. Take […]


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Mon, October 11 2010 » Analysis, Blog » Comments Off on Proof You Gotta Own Some Stock

Two and 3/4 Years of Lazy Portfolios

Not satisfied with just 2010 Year-to-date results? How about results from January 2008 through September 2010? Here is the graph: (click for larger graphic) If you cannot read this, it says that the permanent portfolios are up about 20% since January 2008 and just about everything else is still negative.


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Mon, October 4 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Two and 3/4 Years of Lazy Portfolios

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 […]


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Fri, October 1 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Thru September 2010

Lazy Portfolios Thru August 2010

The Permanent Portfolio style lazy portfolios continue to do well. Listed below is a table of YTD results for 25 portfolios or funds that I am tracking. The contents of each portfolio are listed in an earlier post. The Paul Boyer Permanent Portfolio continues its lead, having returned 9.8% so far in 2010. It differs […]


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Wed, September 1 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Thru August 2010

Lazy Portfolios Through July 2010

The permanent portfolios continue to do well. See previous posts for full details about the contents of each lazy portfolio. The Paul Boyer Permanent Portfolio has risen 1% per month so far with small volatility. 12.5% VBR, 12.5% VWO, 25% TLT, 25%, GLD, and 25% SHY. You can do it! ID# Portfolio Name YTD Return […]


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Sat, July 31 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Through July 2010

Lazy Portfolios Thru June 2010

We have arrived at mid-year 2010 and can now take a look at the half-year results of the lazy portfolios we have been tracking. It looks like the Paul Boyer Permanent Portfolio has gained 1% per month this year. Just four of the portfolios are positive with three of them based around the Permanent Portfolio […]


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Sun, July 4 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Lazy Portfolios Thru June 2010

Permanent Portfolio volatility in May

Dave sent this to me and said I could post it for all of you. Nice analysis of how the Permanent Portfolio did last month. Permanent Portfolio performance during the very volatile month of May This May was the worst May since 1940.  The Dow and VTI (total stock market) both had losses of -7.9%.  Volatility has […]


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Wed, June 2 2010 » Analysis, Blog, Portfolio Smackdown » Comments Off on Permanent Portfolio volatility in May