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Professional Lazy Portfolios

The following table lists the Lazy Portfolios created by the professional money managers and investment advisors. The percentage of each fund holding within the portfolio is indicated. Go back to the Lazy Portfolio Smackdown page to see the YTD results for each portfolio.

(updated 12/31/2011)

 

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%
P6 Rick Ferri Core Four
Vanguard Total Intl Stock Index 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%
P9 Dilbert World’s Simplest
 Vanguard Total Stock Mkt Idx  VTSMX 50%
 Vanguard Emerging Mkts Stock Idx  VEIEX 50%
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%
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%
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%