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Lazy Portfolio Smackdown

   

This is the home of the Mad Money Machine Lazy Portfolio Smackdown 2008.

The following table shows the Lazy Portfolios from the “Investment Professionals” followed by the individual entries in the Lazy Portfolio Smackdown Game. They are sorted by YTD return from 31 Dec 2007 thru end of the most recent month. I’m letting Foliodex.com calculate the standard deviations and Sharpe Ratios on the portfolios.  To see the contents of each portfolio, cross-reference the ID number in the first column with the sorted list on this page. Want to be REALLY lazy?

You can discuss the Lazy Portfolios at the Bogleheads forum.

Note, the results below DO include bond holdings.

Professional Lazy Portfolios

ID Professional Lazy Portfolio Thru 31 Oct
L29 Harry Browne Permanent Portfolio -10.3%
L15 Scott Burns’ Couch Potato Portfolio -20.4%
L13 Bill Schultheis’ Coffeehouse Portfolio Vanguard -20.9%
L12 Bill Schultheis’ Coffeehouse Portfolio ETFs -21.6%
L22 FundAdvice Ultimate Buy & Hold -22.1%
L10 William Bernstein’s No Brainer Cowards Portfolio -23.0%
L07 John Wasnik’s Nano Investment Portfolio -24.0%
L18 Scott Burns’ Five Fold Portfolio -24.6%
L09 William Bernstein’s Basic No-Brainer Portfolio -25.1%
L14 David Swensen’s Lazy Portfolio -25.4%
L06 Frank Armstrong’s Ideal Index Portfolio -25.8%
L11 Bill Schultheis’ Coffeehouse Portfolio Three ETF -26.8%
L19 Scott Burns’ Six Ways from Sunday Portfolio -26.9%
L04 Ben Stein Retirement -27.9%
L08 Andrew Tobias’ Lazy Portfolio -28.6%
L16 Scott Burns’ Margarita (also Andrew Tobias) Portfolio -28.6%
L17 Scott Burns’ Four Square Portfolio -28.9%
L03 Ben Stein 2007 -30.8%
L20 Ted Aronson’s Lazy Portfolio -33.5%
L23 MMM Do It Yourself Funds -36.3%
L24 MMM Do It Yourself ETFs -36.3%
L05 Jim Lowell’s Sower’s Growth Portfolio -36.6%
L02 WisdomTree -36.9%
L27 Bogle Tax-Sheltered -37.0%
L28 MMM SMILER Funds -37.0%
L01 IFA Index Portfolio 100 Bright Red -37.6%
L21 Merriman Vanguard Equity -37.7%

 

You can view an interactive graph of these results at Foliodex.com.

Lazy Portfolio Smackdown Game Entries

These are the entries in the Lazy Portfolio Smackdown Game. You can view an interactive graph of these entries at Foliodex.com that includes the annualized Sharpe Ratio for each portfolio also. To view the contents of each portfolio, cross-reference the ID number with the listing on this page.

ID INDIVIDUAL ENTRIES Thru 31 Oct
20 mudfud 41.8%
64 Tex Williams 31.5%
59 Cosmo 1.1%
3 Quasimodo -12.1%
2 Ariel -13.6%
16 HAZEL -15.4%
45 Bev and Mike Cote -15.9%
39 gflippin -17.6%
15 BigD53 -18.6%
61 hudson -21.0%
9 bpp -21.5%
25 frb53 -22.4%
1 CyberBob -23.0%
18 zhiwiller -23.2%
30 RTR2006 -23.4%
55 unclemick -24.0%
34 dougpnca -24.3%
58 Rob Hooper -24.4%
26 grok87 -24.5%
24 MrBG -24.6%
36 jacqueeagonsr -25.1%
22 Sunny -26.0%
49 T. Herrera -26.1%
37 orthros -26.2%
62 jar2574 -26.3%
50 Garen Wisner -26.5%
12 Bounca -26.5%
63 petrico -27.3%
67 Mr. Sharpe -27.9%
10 mikenz -28.4%
27 tetractys -28.6%
29 tslemoyne -29.5%
31 PlainJane -29.7%
19 sgr000 -30.5%
35 peter71 -30.7%
21 CRM1234 -30.9%
57 Chris Baskerville -31.7%
5 Jarrod -32.5%
17 Justin618 -33.1%
56 Mark Allen -33.1%
4 Diver -33.3%
42 Troy Jones -33.5%
41 Kevin Ucker -33.7%
32 LH -35.1%
8 james22 -35.5%
48 Nick Linkberg -35.9%
65 Kiran Rasaretnam -36.2%
7 baw703916 -36.4%
46 Jay Wysocki -37.3%
47 Brooks Childers -37.6%
11 TheEternalVortex -37.6%
51 Jennifer & Mark (fundadvice) -37.7%
54 lew -37.8%
66 Listener32 -37.8%
38 lazyrad -38.0%
14 livesoft -38.1%
52 bolt -38.8%
40 RavJim -39.3%
6 MWCA -39.7%
60 TnGuy -39.8%
23 JackS -40.5%
28 Blackhawkzone -40.6%
33 DR -40.7%
53 Pete B -41.3%
43 Frank Woodbery -44.8%
13 poulinbob -48.6%
44 Todd Good #VALUE!

The 2006 Portfolio Smackdown! results are in. Does Lazy Investing beat Jim Cramer?:

We have a winner: The MONEY MACHINE beats the MAD MONEY! Yearly return for 2006:

IFA Index Portfolio 100
(net of IFA and DFA fees)
as of 29 December 2006
22.51% GREAT YEAR!!!!
Portfolio of Select
Jim Cramer Featured Stocks
-0.2% Lost money!

Get more details about the IFA Index Portfolio 100 at Index Funds Advisors (ifa.com).

View more detail about the 2006 Portfolio Smackdown results.