Lazy Portfolios Through November 2010
The lazy portfolios did not all move in lock step during November — some went up and some went down. The PRPFX mutual fund took the lead with a monthly gain of 1.4% while the Paul Boyer PP and Harry Browne PP stayed relatively flat for the month. IFA Index Portfolio 100 gained over 1% (est.) to vault into 2nd place for 2010. The biggest loser for November was the Scott Burns’ Five Fold Portfolio losing 3.3% due to its REIT and foreign bond holdings. One more month go to and we can crown the 2010 Lazy Portfolio champion.
ID# | Portfolio Name | YTD Return |
P3 | Permanent Portfolio Fund (PRPFX) | 15.2% |
P24 | IFA Index Portfolio 100 Bright Red | 14.1% |
P2 | Paul Boyer Permanent Portfolio (ETF) | 13.9% |
P1 | Harry Browne Permanent Portfolio (ETF) | 12.9% |
P14 | David Swensen’s Yale Endowment | 11.0% |
P19 | Scott Burns’ Four Square Portfolio | 10.7% |
P15 | MMM Do It Yourself Funds | 10.5% |
P10 | Ted Aronson’s Lazy Portfolio | 10.4% |
P11 | Bill Schultheis’ Coffeehouse Portfolio Vanguard | 10.2% |
P9 | Dilbert World’s Simplest | 10.2% |
P13 | David Swensen’s Lazy Portfolio | 9.6% |
P22 | Larry Swedroe Simple | 9.2% |
P6 | Rick Ferri Core Four | 8.9% |
P17 | Scott Burns’ Couch Potato Portfolio | 8.7% |
P7 | William Bernstein’s No Brainer Cowards Portfolio | 8.3% |
P25 | IFA Index Portfolio 50 | 8.2% |
P20 | Scott Burns’ Five Fold Portfolio | 8.1% |
P23 | Larry Swedroe Min Fat Tails | 7.8% |
P12 | FundAdvice Ultimate Buy & Hold | 7.7% |
P8 | William Bernstein’s Basic No-Brainer Portfolio | 7.3% |
P21 | Scott Burns’ Six Ways from Sunday Portfolio | 7.2% |
P5 | Taylor Larimore 4 Fund | 7.1% |
P4 | Taylor Larimore 3 Fund | 7.0% |
P18 | Scott Burns’ Margarita Portfolio | 6.6% |
P16 | Vanguard Windsor | 6.3% |
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Data calculated using Yahoo! Finance historical adjusted quotes, except for IFA from IFA.com and using 11/29/10 data. There may be errors in the calculations, invest at your own risk.