Lazy Portfolio 2007 Results
I’ve been lazy about getting the 2007 Lazy Portfolio Results reported to you. But here they are now. You can see the details of the portfolios here.
Ted Aronson’s portfolio did well because it’s equity portion was composed of 25% emerging markets VEIEX which went up 39% in 2007. He only had 6% in Small Cap Value VISVS which went down 7.1%. His overall 13.6% return was pretty good for the year.
Scott Burns’ portfolios came in 2nd and 3rd. His Margarita portfolio has only two equity funds split equally between Total Stock Market VTSMX and Total International Stock Market VGTSX which went up 5.5% and 15.5% respectively. This is the laziest of the lazy portfolios and amazingly did really well last year.
The worst performer? Ben Stein’s "safe" portfolio for retirees that relied on great dividends. But you know, if you didn’t sell, and instead reinvested the dividends, it might not be a bad deal in the long run because those reinvested dividends are buying stocks cheaply right now. As Jeremy Siegel says in his book The Future for Investors, dividends were one of the keys to big returns in stock investments.
| Lazy Portfolio | 2007 Return |
| Ted Aronson’s Lazy Portfolio | 13.6% |
| Scott Burns’ Margarita Portfolio | 10.5% |
| Scott Burns’ Six Ways from Sunday Portfolio | 10.4% |
| Jim Lowell’s Sower’s Growth Portfolio | 9.4% |
| FundAdvice Ultimate Buy & Hold | 8.0% |
| Merriman Vanguard Equity | 6.9% |
| Frank Armstrong’s Ideal Index Portfolio | 5.9% |
| William Bernstein’s Basic No-Brainer Portfolio | 5.7% |
| Scott Burns’ Couch Potato Portfolio | 5.5% |
| Bill Schultheis’ Coffeehouse Portfolio Three ETF | 4.1% |
| Ben Stein 2007 | 4.1% |
| Mad Money Machine Funds | 4.0% |
| William Bernstein’s No Brainer Cowards Portfolio | 3.7% |
| David Swensen’s Lazy Portfolio | 2.8% |
| IFA IndexFolio 100 | 2.5% |
| Mad Money Machine ETFs | 2.4% |
| Scott Burns’ Five Fold Portfolio | 1.5% |
| Scott Burns’ Four Square Portfolio | 1.5% |
| John Wasnik’s Nano Investment Portfolio | 1.4% |
| Bill Schultheis’ Coffeehouse Portfolio Vanguard | -0.2% |
| Bill Schultheis’ Coffeehouse Portfolio ETFs | -3.8% |
| Ben Stein Retirement | -12.6% |
Here’s the breakdown of the portfolios I created:
| Alloc | 2007 Return | ||
| Mad Money Machine Funds | Total: | 4.0% | |
| VFINX | Vanguard 500 Index | 12% | 5.4% |
| VIVAX | Vanguard Value Index | 12% | 0.1% |
| VISVX | Vanguard Small Cap Value Index | 20% | -7.1% |
| BRSIX | Bridgeway Ultra-Small Company Market | 20% | -5.3% |
| VGSIX | Vanguard REIT Index | 5% | -16.5% |
| VTRIX | Vanguard International Value | 9% | 12.5% |
| VINEX | Vanguard International Explorer | 9% | 4.6% |
| VEIEX | Vanguard Emerging Mkts Stock Idx | 13% | 39.0% |
| Mad Money Machine ETFs | Total: | 2.4% | |
| VV | Vanguard Large-Cap ETF | 20% | 6.2% |
| VTV | Vanguard Value ETF | 20% | -0.1% |
| VBR | Vanguard Small-Cap Value ETF | 10% | -6.9% |
| IWC | ISHARES RUSSELL MICR | 10% | -9.4% |
| VNQ | Vanguard REIT ETF | 10% | -16.5% |
| EFV | ISHARES MSCI VLU IDX | 10% | 2.9% |
| DLS | WISDOMTREE INTL SC | 10% | 4.4% |
| VWO | Vanguard Emerging Markets ETF | 10% | 37.3% |
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