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:

Lazy Portfolios (5): Realized and Unrealized Gain/Losses of The Individual Funds

Lazy Portfolios (4) Detailed Analysis of the Individual Funds

Lazy Portfolios: 2009 YTD Performance Update

Lazy Portfolios (3): Surprise, Surprise, the total bond portfolio beats them all

Lazy Portfolios (2): Risk Analysis

Lazy Portfolios (1): A 10 year Performance Comparison

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
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