Comments on: ‘Lazy Portfolios’ Beat the S&P 500 Again! http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/ A personal finance blog dedicated to discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance. Fri, 20 Nov 2009 19:56:44 -0800 http://wordpress.org/?v=abc hourly 1 By: Posts I Enjoyed Last Week - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65583 Posts I Enjoyed Last Week - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Mon, 22 Jan 2007 16:50:04 +0000 http://allfinancialmatters.com/?p=1510#comment-65583 [...] Jonathan at MyMoneyBlog starts a series of portfolio analysis based on some widely used models. And sometimes, you can afford to be lazy and still beat the market, according to JLP. [...] [...] Jonathan at MyMoneyBlog starts a series of portfolio analysis based on some widely used models. And sometimes, you can afford to be lazy and still beat the market, according to JLP. [...]

]]> By: Lazy Man and Money http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65169 Lazy Man and Money Sun, 21 Jan 2007 20:40:14 +0000 http://allfinancialmatters.com/?p=1510#comment-65169 I think the reason for the Total Market in the first portfolio would be to get some mid-cap exposure. I would boost this up to 10% and lower the Vanguard 500 to 10%. Then you get 10% in small caps, 10% in large caps, and 10% in everything - probably leading something like 13% large, 13% small and 4% mid-cap. I generally like more mid-cap and would make the Total Index a bigger portion of the portfolio. I think the reason for the Total Market in the first portfolio would be to get some mid-cap exposure. I would boost this up to 10% and lower the Vanguard 500 to 10%. Then you get 10% in small caps, 10% in large caps, and 10% in everything – probably leading something like 13% large, 13% small and 4% mid-cap. I generally like more mid-cap and would make the Total Index a bigger portion of the portfolio.

]]> By: JLP http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65165 JLP Sun, 21 Jan 2007 19:58:28 +0000 http://allfinancialmatters.com/?p=1510#comment-65165 fin_indie, True. But also don't expect 15.8% from the S&P 500. fin_indie,

True. But also don’t expect 15.8% from the S&P 500.

]]> By: fin_indie http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65163 fin_indie Sun, 21 Jan 2007 19:40:06 +0000 http://allfinancialmatters.com/?p=1510#comment-65163 Remember! Past performance is not an indicator of future returns. This was a good year, so returns were much higher than normal across the board. Don't necessarily expect 17% if you implement the Yale portfolio this year. Remember! Past performance is not an indicator of future returns. This was a good year, so returns were much higher than normal across the board. Don’t necessarily expect 17% if you implement the Yale portfolio this year.

]]> By: jr http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65119 jr Sun, 21 Jan 2007 14:08:22 +0000 http://allfinancialmatters.com/?p=1510#comment-65119 The lazy portfolio allows for more aggressiveness, just adjust the bond/equity ratio accordingly. BTW: if you haven't ready _Unconventional Success_, pick it up today (right after you read _A Random Walk Down Wall Street_). The lazy portfolio allows for more aggressiveness, just adjust the bond/equity ratio accordingly. BTW: if you haven’t ready _Unconventional Success_, pick it up today (right after you read _A Random Walk Down Wall Street_).

]]> By: Keith Cash http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65040 Keith Cash Sun, 21 Jan 2007 04:38:42 +0000 http://allfinancialmatters.com/?p=1510#comment-65040 Count me in for the lazy portfolio, I will try to use this year. Cheers Count me in for the lazy portfolio, I will try to use this year.

Cheers

]]> By: JLP http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-65013 JLP Sun, 21 Jan 2007 02:03:58 +0000 http://allfinancialmatters.com/?p=1510#comment-65013 Wanda, You could simply take one of the portfolios and either reduce or eliminate the bond portion to make it more aggressive for a younger person. Wanda,

You could simply take one of the portfolios and either reduce or eliminate the bond portion to make it more aggressive for a younger person.

]]> By: Wanda http://allfinancialmatters.com/2007/01/20/lazy-portfolios-beat-the-sp-500-again/comment-page-1/#comment-64947 Wanda Sun, 21 Jan 2007 00:27:37 +0000 http://allfinancialmatters.com/?p=1510#comment-64947 The Lazy Portfolio seemed to be aimed at someone closer to retirement, w/ the treasury index and the inflation-protected securities. Do you know if there is a Lazy Portfolio for young 20-somethings? :) The Lazy Portfolio seemed to be aimed at someone closer to retirement, w/ the treasury index and the inflation-protected securities. Do you know if there is a Lazy Portfolio for young 20-somethings? :)

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