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 2008. I calculated the standard deviations and Sharpe Ratios on the portfolios using a spreadsheet and Yahoo! historical quotes. To see the contents of each portfolio, cross-reference the ID number in the first column with the sorted list on this page.
You can discuss the Lazy Portfolios at the Bogleheads forum.
Note, the results below DO include bond holdings.
| ID | Professional Lazy Portfolio | 2008 | STDEV |
| L29 | Harry Browne Permanent Portfolio | 1.4% | 12.6% |
| L27 | Bogle Tax-Sheltered | -15.9% | 11.20% |
| L15 | Scott Burns’ Couch Potato Portfolio | -19.9% | 14.3% |
| L13 | Bill Schultheis’ Coffeehouse Portfolio Vanguard | -20.2% | 15.40% |
| L12 | Bill Schultheis’ Coffeehouse Portfolio ETFs | -20.3% | 16.8% |
| L22 | FundAdvice Ultimate Buy & Hold | -20.6% | 14.20% |
| L07 | John Wasnik’s Nano Investment Portfolio | -22.9% | 19.10% |
| L18 | Scott Burns’ Five Fold Portfolio | -23.7% | 19.10% |
| L10 | William Bernstein’s No Brainer Cowards Portfolio | -24.2% | 14.90% |
| L11 | Bill Schultheis’ Coffeehouse Portfolio Three ETF | -24.8% | 16.10% |
| L09 | William Bernstein’s Basic No-Brainer Portfolio | -25.9% | 16.20% |
| L06 | Frank Armstrong’s Ideal Index Portfolio | -26.1% | 16.70% |
| L14 | David Swensen’s Lazy Portfolio | -26.8% | 19.10% |
| L19 | Scott Burns’ Six Ways from Sunday Portfolio | -26.9% | 19.80% |
| L08 | Andrew Tobias’ Lazy Portfolio | -28.1% | 17.40% |
| L16 | Scott Burns’ Margarita (also Andrew Tobias) Portfolio | -28.1% | 17.40% |
| L17 | Scott Burns’ Four Square Portfolio | -30.3% | 22.80% |
| L03 | Ben Stein 2007 | -32.3% | 21.50% |
| L20 | Ted Aronson’s Lazy Portfolio | -33.1% | 21.20% |
| L04 | Ben Stein Retirement | -36.5% | 29.90% |
| L05 | Jim Lowell’s Sower’s Growth Portfolio | -39.0% | 24.50% |
| L02 | WisdomTree | -39.0% | 23.30% |
| L24 | MMM Do It Yourself ETFs | -39.6% | 25.50% |
| L23 | MMM Do It Yourself Funds | -39.7% | 24.00% |
| L21 | Merriman Vanguard Equity | -39.8% | 25.30% |
| L01 | IFA Index Portfolio 100 Bright Red | -40.6% | 26.50% |
| L28 | MMM SMILER Funds | -40.9% | 27.60% |
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 | 2008 | STDEV |
| 0% to 8% Bracket | |||
| 59 | Cosmo WINNER | 5.4% | 3.5% |
| 8% to 16% Bracket | |||
| 2 | Ariel WINNER | -9.7% | 8.2% |
| 45 | Bev and Mike Cote | -12.5% | 11.7% |
| 16 | HAZEL | -13.1% | 11.7% |
| 39 | gflippin | -16.0% | 11.1% |
| 15 | BigD53 | -16.6% | 11.7% |
| 9 | bpp | -17.5% | 14.0% |
| 1 | CyberBob | -21.1% | 14.3% |
| 61 | hudson | -21.1% | 13.5% |
| 25 | frb53 | -21.4% | 13.5% |
| 30 | RTR2006 | -21.9% | 14.4% |
| 18 | zhiwiller | -21.8% | 15.8% |
| 34 | dougpnca | -23.9% | 15.2% |
| 55 | unclemick | -24.0% | 14.0% |
| 36 | jacqueeagonsr | -24.0% | 15.3% |
| 58 | Rob Hooper | -24.6% | 14.6% |
| 62 | jar2574 | -25.1% | 15.7% |
| 21 | CRM1234 | -32.9% | 15.8% |
| 16%+ Bracket | |||
| 20 | mudfud WINNER | 42.4% | 56.1% |
| 64 | Tex Williams | 9.3% | 32.9% |
| 3 | Quasimodo | 10.2% | 19.2% |
| 22 | Sunny | -26.5% | 16.1% |
| 49 | T. Herrera | -24.4% | 18.3% |
| 24 | MrBG | -25.1% | 17.6% |
| 12 | Bounca | -26.4% | 17.7% |
| 26 | grok87 | -25.7% | 18.3% |
| 37 | orthros | -26.9% | 17.6% |
| 50 | Garen Wisner | -28.8% | 17.7% |
| 31 | PlainJane | -28.1% | 19.6% |
| 63 | petrico | -28.7% | 19.3% |
| 67 | Mr. Sharpe | -23.3% | 22.1% |
| 27 | tetractys | -30.6% | 18.9% |
| 10 | mikenz | -31.0% | 18.6% |
| 19 | sgr000 | -31.8% | 19.7% |
| 29 | tslemoyne | -31.4% | 20.3% |
| 4 | Diver | -34.0% | 21.8% |
| 5 | Jarrod | -34.8% | 20.7% |
| 17 | Justin618 | -35.4% | 23.2% |
| 40 | RavJim | -41.6% | 25.9% |
| 47 | Brooks Childers | -42.0% | 27.8% |
| 35 | peter71 | -39.1% | 42.5% |
| 13 | poulinbob | -52.5% | 31.3% |
| 44 | Todd Good | -31.9% | N/A |
| 57 | Chris Baskerville | -35.8% | N/A |
| 32 | LH | -35.9% | N/A |
| 7 | baw703916 | -36.3% | N/A |
| 42 | Troy Jones | -37.1% | N/A |
| 65 | Kiran Rasaretnam | -38.1% | N/A |
| 56 | Mark Allen | -38.4% | N/A |
| 41 | Kevin Ucker | -39.4% | N/A |
| 8 | james22 | -39.5% | N/A |
| 48 | Nick Linkberg | -39.7% | N/A |
| 11 | TheEternalVortex | -39.8% | N/A |
| 53 | Pete B | -40.1% | N/A |
| 14 | livesoft | -40.2% | N/A |
| 46 | Jay Wysocki | -40.4% | N/A |
| 66 | Listener32 | -40.4% | N/A |
| 51 | Jennifer & Mark (fundadvice) | -41.7% | N/A |
| 54 | lew | -41.8% | N/A |
| 38 | lazyrad | -42.0% | N/A |
| 52 | bolt | -42.3% | N/A |
| 33 | DR | -42.5% | N/A |
| 60 | TnGuy | -42.9% | N/A |
| 23 | JackS | -43.4% | N/A |
| 6 | MWCA | -42.3% | N/A |
| 28 | Blackhawkzone | -43.7% | N/A |
| 43 | Frank Woodbery | -48.1% | N/A |
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 .
