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)
OtherWhich is better? An Index Fund Portfolio or An Actively Managed Fund Portfolio?
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