Lazy Portfolios Thru September 2010
Here is a chart plotting the end-of-month returns for the lazy portfolios. Wow, what a roller coaster ride if your portfolio was 100% in stocks. On the other hand, wow, what a nice smooth ride if you were in one of the three permanent portfolios. The Paul Boyer Permanent Portfolio remains in the lead with an amazing 13.1% gain through the first three quarters of 2010. Look at that steady upward blue line! Thank you Harry Browne.
And here is the table of returns through September 2010:
ID# | Portfolio Name | YTD Return |
P2 | Paul Boyer Permanent Portfolio (ETF) | 13.1% |
P1 | Harry Browne Permanent Portfolio (ETF) | 11.8% |
P3 | Permanent Portfolio Fund (PRPFX) | 10.8% |
P14 | David Swensen’s Yale Endowment | 9.5% |
P24 | IFA Index Portfolio 100 Bright Red | 8.8% |
P19 | Scott Burns’ Four Square Portfolio | 8.3% |
P11 | Bill Schultheis’ Coffeehouse Portfolio Vanguard | 7.9% |
P10 | Ted Aronson’s Lazy Portfolio | 7.7% |
P9 | Dilbert World’s Simplest | 7.4% |
P13 | David Swensen’s Lazy Portfolio | 7.2% |
P20 | Scott Burns’ Five Fold Portfolio | 7.1% |
P15 | MMM Do It Yourself Funds | 6.7% |
P12 | FundAdvice Ultimate Buy & Hold | 6.5% |
P22 | Larry Swedroe Simple | 6.4% |
P23 | Larry Swedroe Min Fat Tails | 6.4% |
P6 | Rick Ferri Core Four | 6.0% |
P7 | William Bernstein’s No Brainer Cowards Portfolio | 5.9% |
P25 | IFA Index Portfolio 50 | 5.9% |
P17 | Scott Burns’ Couch Potato Portfolio | 5.5% |
P21 | Scott Burns’ Six Ways from Sunday Portfolio | 5.3% |
P18 | Scott Burns’ Margarita Portfolio | 4.8% |
P4 | Taylor Larimore 3 Fund | 4.8% |
P5 | Taylor Larimore 4 Fund | 4.7% |
P8 | William Bernstein’s Basic No-Brainer Portfolio | 4.4% |
P16 | Vanguard Windsor | 2.0% |
Data on IFA portfolios is courtesy of ifa.com. All other portfolio returns are calculated using Yahoo! Finance historical returns and may not include dividends paid in the most recent month.