Sunday, March 29, 2009

Lazy Portfolios: Quarterly Performance Update (3/27/09)

First quarter has passed, how did the Lazy Portfolios do? The table below shows the YTD performance update of the Lazy Portfolios on 3/27/09. The Total Bond portfolio continued to rank at the top. The best performing Lazy Portfolio is now the Aronson Family Portfolio (Rank 2) , moved up from rank3 in the previous performance period, although the YTD return fell from -4.67% (1/28/09) to -4.9%. Another portfolio remained relatively steady was the Margaritaville portfolio, up from -5.52% previously (1/28/09) to -5.31% now. The best performaning portfolio - Dr. Bernstein's Smart Money portfolio fell from rank2 (-4.34% on 1/28/09) to rank4. The worst performing portfolio was still the Yale Unconventional Portfolio, down -11.65% YTD. (Note: All YTD data are from Vanguard.com)


1. Total Bond Index (Rank 1) (Benchmark)
2. Aronson Family Portfolio (Rank 2)
3. Margaritaville (Rank 3)
4. Dr. Bernstein's Smart Money (Rank 4)
5. The Ultimate Buy&Hold (Rank 5)
6. Starter portfolio (Rank 6)
7. Total Stock Index (Rank 7) (Benchmark)
8. Dr Bernstein's No Brainer (Rank 8)
9. Coffeehouse (Rank 9)
10. Yale Unconventional (Rank 10)



Related Posts:
Lazy Portfolio Research:

Individual Fund Performance in the Lazy Portfolios

Lazy Portfolios: Weekly performance Update of the individual Funds (2/20/2009)

Lazy Portfolios: Weekly performance Update of the individual Funds (2/13/2009)

Lazy Portfolios: Weekly performance Update of the individual Funds (2/7/2009)


Other
Which is better? An Index Fund Portfolio or An Actively Managed Fund Portfolio?