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% | ||
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