by Paul Douglas Boyer
You’ve used the IFA Benchmark Your Portfolio tool to review the performance of the Index Funds Advisors portfolios. They give you the return and the risk for each of their 20 IndexFolios over a timespan you select. I thought it would be cool to do the same thing for several of the Lazy Portfolios (click […]
Wed, October 24 2007 » Blog » 4 Comments
Here’s a summary of how the “Lazy Portfolios†have done through the 3rd Quarter of 2007. Below is the Long-Term Sort. Click here to see the Short-Term Sort and more detail of the makeup of each portfolio here and on the podcast. I also show each portfolio’s annualized performance for the previous 1.75 and 2.75 years.
NOTE THAT THESE ARE THE EQUITY ONLY PORTIONS OF EACH PORTFOLIO. I REMOVED THEIR BOND COMPONENT (IF ANY).
| 2007 | Annualized | Annualized | |
| Lazy Portfolio | YTD | Since 12/31/05 | Since 12/31/04 |
| IndexFolio 100 | 7.54% | 18% | 16.5% |
| IndexFolio 95 | 7.53% | 18.1% | 16.5% |
| IndexFolio 90 | 7.51% | 18.2% | 16.4% |
| WisdomTree | 10.1% | N/A | N/A |
| Bill Schultheis’ Coffeehouse Portfolio Three ETF | 8.7% | 17.5% | N/A |
| Scott Burns’ Six Ways from Sunday Portfolio | 12.2% | 20.7% | 20.7% |
| Ted Aronson’s Lazy Portfolio | 15.7% | 20.6% | 19.5% |
| Merriman Vanguard Equity | 10.7% | 20.2% | 17.9% |
| Andrew Tobias’ Lazy Portfolio | 12.8% | 19.7% | 16.5% |
| Scott Burns’ Margarita Portfolio | 12.8% | 19.7% | 16.5% |
| John Wasnik’s Nano Investment Portfolio | 7.2% | 18.6% | 15.9% |
| Scott Burns’ Five Fold Portfolio | 6.9% | 18.3% | 15.7% |
| Scott Burns’ Four Square Portfolio | 6.9% | 18.3% | 15.7% |
| Mad Money Machine: Do It Yourself | 8.6% | 17.4% | 15.6% |
| Jim Lowell’s Sower’s Growth Portfolio | 12.1% | 17.8% | 15.6% |
| David Swensen’s Lazy Portfolio | 7.1% | 17.7% | 15.1% |
| William Bernstein’s No Brainer Cowards Portfolio | 8.3% | 16.9% | 14.8% |
| Ben Stein 2007 | 8.0% | 16.2% | 14.3% |
| William Bernstein’s Basic No-Brainer Portfolio | 9.7% | 16.4% | 13.6% |
| Bill Schultheis’ Coffeehouse Portfolio Vanguard | 5.4% | 15.7% | 13.2% |
| Frank Armstrong’s Ideal Index Portfolio | 8.0% | 15.0% | 12.7% |
| Bill Schultheis’ Coffeehouse Portfolio ETFs | 3.3% | 14.4% | 11.8% |
| Scott Burns’ Couch Potato Portfolio | 8.7% | 13.9% | 11.0% |
| Ben Stein Retirement | -2.6% | 12.4% | 10.9% |
| Dow Jones | 11.6% | 16.2% | 9.7% |
| S&P 500 Index | 8.0% | 12.4% | 8.9% |
| NASDAQ Composite | 12.2% | 12.5% | 8.3% |
Fri, September 28 2007 » Blog » 2 Comments
ravjim asked, and I hereby answer: how would the do-it-yourself portfolio from show 59 have stacked up against the lazy portfolios? So, here’s the portfolio I constructed of Vanguard (and one Bridgeway) funds to try to match the IFA Indexfolio 100: VFINX Vanguard 500 Index 12.00% VIVAX Vanguard Value Index 12.00% VISVX Vanguard Small Cap […]
Sat, July 14 2007 » Blog » 2 Comments
Here’s a summary of how the “Lazy Portfolios” have done in the first half of 2007. Click here to see more detail of the makeup of each portfolio here and on the podcast. I also show each portfolio’s annualized performance for the previous 1.5 and 2.5 years.
NOTE THAT THESE ARE THE EQUITY ONLY PORTIONS OF EACH PORTFOLIO. I REMOVED THEIR BOND COMPONENT (IF ANY).
| Annualized | Annualized | ||
| Lazy Portfolio | 1st half 2007 | Since 12/31/05 | Since 12/31/04 |
| Ted Aronson’s Lazy Portfolio | 10.59% | 20.48% | 19.09% |
| IndexFolio 100 | 9.60% | 21.57% | 17.44% |
| Andrew Tobias’ Lazy Portfolio | 9.52% | 20.79% | 16.81% |
| Scott Burns’ Margarita Portfolio | 9.52% | 20.79% | 16.81% |
| IndexFolio 95 | 9.16% | 21.46% | 17.34% |
| IndexFolio 90 | 8.71% | 21.35% | 17.23% |
| William Bernstein’s Basic No-Brainer Portfolio | 8.64% | 18.53% | 14.58% |
| Merriman Vanguard Equity | 8.25% | 21.92% | 18.56% |
| Paul B. Ferrell’s WisdomTree Portfolio 1 | 8.22% | – | – |
| Bill Schultheis’ Coffeehouse Portfolio Three ETF | 7.95% | 20.14% | – |
| Scott Burns’ Six Ways from Sunday Portfolio | 7.71% | 21.09% | 20.78% |
| Scott Burns’ Couch Potato Portfolio | 7.10% | 15.24% | 11.43% |
| William Bernstein’s No Brainer Cowards Portfolio | 6.85% | 18.72% | 15.56% |
| Frank Armstrong’s Ideal Index Portfolio | 5.84% | 15.95% | 13.06% |
| Ben Stein 2007 | 5.60% | 17.06% | 14.46% |
| Bill Schultheis’ Coffeehouse Portfolio Vanguard | 5.21% | 18.18% | 14.40% |
| Bill Schultheis’ Coffeehouse Portfolio ETFs | 4.70% | 17.98% | 13.56% |
| John Wasnik’s Nano Investment Portfolio | 4.38% | 19.72% | 16.27% |
| David Swensen’s Lazy Portfolio | 4.32% | 18.64% | 15.37% |
| Scott Burns’ Five Fold Portfolio | 3.86% | 19.21% | 16.00% |
| Scott Burns’ Four Square Portfolio | 3.86% | 19.21% | 16.00% |
| Ben Stein Retirement | -1.69% | 15.13% | 12.34% |
| Index | |||
| S&P500 | 5.97% | 13.18% | 8.99% |
| DOW | 7.59% | 16.11% | 9.11% |
| NASDAQ | 7.79% | 11.69% | 7.44% |
Mon, July 2 2007 » Blog » Comments Off on Lazy Portfolios Update: 1st Half 2007
I gotta tell ya, even I’m surprised at the way the Portfolio Smackdown is shaping up so far this year. Is IFA Indexfolio 100 really that good? Or are all you guys (including me!) really that bad? Read on for an analysis…
Mon, February 12 2007 » Blog » Comments Off on Surprising Results so far in the Portfolio Smackdown
I count PAUL B. FARRELL among the good guys in investing. His most recent article at MarketWatch.com is called ETF flood calls for portfolio ark and it is worth a look. I also got from the library yesterday the new book The Smartest Investment Book You’ll Ever Read by Daniel Solin. He also says buy […]
Wed, December 13 2006 » Blog » Comments Off on Simple Portfolios
Jim said today on Mad Money that he was bearish on Bank of America (BAC). That means sell. We held it for, what, seven days? I don’t know what financial to buy, but tomorrow night I’ll look through his rantings and see what he’d say to buy. He did like the New York Stock Exchange […]
Wed, December 6 2006 » Blog » Comments Off on Hot potato. Sell BAC
I forgot that on 1 Dec, Cramer blessed selling Nokia (NOK) saying while it was inexpensive, he didn’t like the cellphone sector. And since he has been a perpetual Google fanboy, (GOOG) how can we not buy it as the tech play in the Portfolio Smackdown? I will sell/buy today at 2:30.
Tue, December 5 2006 » Blog » Comments Off on swap NOK for GOOG
Wow, the ETF Portfolio crossed the 20% gain mark for the first time today. It is time to take a step back and talk about this some. Click to read it…
Mon, December 4 2006 » Blog » Comments Off on ETF Portfolio Crosses 20%!
Just when we had the Portfolio Smackdown complete with stocks once again, today Jim Cramer on his Real Money radio show (which may not be is not long for this world) said to sell Citigroup (C). So we will sell it tomorrow morning at 10:30 price and swap into Bank of America (BAC) which he […]
Thu, November 30 2006 » Blog » 1 Comment
How’s this one for a brand-name blue chip: Altria (MO)? Jim said on Mad Money last night that not only is Altria “dirt cheap,” it is going to break itself up into three companies, which is when the company’s “real value will be unlocked.” We’ll buy 130 shares at $83.53 today. It has been as […]
Tue, November 28 2006 » Blog » Comments Off on Filling the last slot: MO
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