Mad Money Machine

by Paul Douglas Boyer

Do me a favor? Nominate MMM at PodcastAwards.com

The most important thing I ask of you is to nominate the Mad Money Machine for best Business podcast at PodcastAwards.com. Type in “Mad Money Machine” in the podcast name box (under Business the 3rd one down on the left), type in “MadMoneyMachine.com” in the Podcast URL box. THEN…. go down to the bottom of […]

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Mon, September 15 2008 » Announcements, Blog » Comments Off on Do me a favor? Nominate MMM at PodcastAwards.com

Cramer the Chameleon

Like a weathervane, Cramer points toward where the winds are blowing. Like a chameleon, Cramer adapts to the current environment. Like a stock picker, Cramer follows today’s trend and picks what worked. Like a cheetah, you should turn and run from his advice as fast as possible. Here’s why…   I’ve witnessed this flip-flopping so […]

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Wed, June 25 2008 » Blog, Predictions » Comments Off on Cramer the Chameleon

Lazy Portfolios Updated

I have updated the Lazy Portfolio Smackdown page for results through the end of April. Realize that not all dividends may be included yet. We’ll get things worked out at year end. Things have really changed since last month. Remember when mudfud ruled? Now guess where [he] ranks? Dead last. Also look at the professional […]

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Tue, May 6 2008 » Blog » Comments Off on Lazy Portfolios Updated

March Lazy Portfolio Smackdown Results Updated

I have updated the Lazy Portfolio Smackdown page to show the March results for both the game entries and the professional lazy portfolios. I’ve moved the composition breakouts for the Professional Lazy Portfolios and the Game Entries to two new pages to help make the results page more readable. A reader at Diehards.org/forum asked me […]

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Tue, April 1 2008 » Blog » Comments Off on March Lazy Portfolio Smackdown Results Updated

Follow-Up to the Barron’s Article on Cramer

The Columbia Journalism Review has an article entitled Mad Money, Bad Blood in which they follow up on last summer’s story from Barron’s about Jim Cramer’s stock picking performance on Mad Money. The article focuses mainly on the disagreements between Barron’s and CNBC. But the article’s author concludes that the Barron’s piece is sound. And […]

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Sat, February 16 2008 » Blog » Comments Off on Follow-Up to the Barron’s Article on Cramer

Auditing Lazy Portfolio Calculations

I don’t know if anyone ever reads comments to the blog postings, so I will think about raising some of them to the level of a posting itself. Here’s the first example: wizkid writes in Some Lazy Portfolio Entries Backtested: OK – Ready to audit the calculations. Please define the calculation of Return and Risk […]

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Sun, February 10 2008 » Blog » Comments Off on Auditing Lazy Portfolio Calculations

Some Lazy Portfolio Entries Backtested

From the 66 entries in the Lazy Portfolio Smackdown game, I have taken these 19 portfolios in which all component funds existed back on 1 August 2000 through 31 January 2008 and computed their Return vs. Risk profile. To see the components of each portfolio, go to the Portfolios page and find the ID number […]

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Fri, February 8 2008 » Blog » 2 Comments

Lazy Portfolio Smackdown Update Jan 2008

At the Lazy Portfolio Smackdown page, I have put in a table showing the returns of all entries into the game thru the end of January. No surprise that most of the portfolios are down. The exceptions being the clever China Bear portfolio and a commodities-heavy portfolio.  What I intend to do is to show the standard deviations of these portfolios over the long term. That is hard to do for ETF portfolios, obviously. Here are the long term (well, since August 1st 2000 at least) risk vs. reward results for the professional lazy portfolios that invested in mutual funds.

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Some of the IFA Index Portfolios are shown in circles. Notice how as the portfolios take on greater risk, they also achieve greater return. Notice how the IFA Index Portfolios generally have greater return for the same amount of risk than the other portfolios. There is a single outlier in the Scott Burn Six Ways from Sunday Portfolio. So let’s take a detailed look at it.

Click the header to read all the details…

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Tue, February 5 2008 » Blog » 1 Comment

Be a Couch Potato

James in south Florida alerted me to a great feature in the Canadian MoneySense magazine of Feb/Mar 2008 entitled Child’s Play: The Couch Potato Portfolio in which they describe lazy investing and using passively managed index funds instead of actively managed funds. Here’s a snippet: Let’s say you have a $200,000 portfolio. This year alone […]

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Mon, January 28 2008 » Blog » Comments Off on Be a Couch Potato

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 […]

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Fri, January 25 2008 » Blog » Comments Off on Lazy Portfolio 2007 Results

Some of Cramer’s Mutual Funds

In his new book, Jim Cramer’s Stay Mad for Life, he lists some mutual funds he likes. I thought I would look at a portfolio of these funds. I selected only those that existed on 1 Jan 2000. The results here are from then through 1 Oct 2007. Two things to notice: the risk seems […]

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Wed, December 12 2007 » Blog » Comments Off on Some of Cramer’s Mutual Funds