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Mon, 12 Feb 2007
Some lazy portfolios from captain kirk.
Scott Burns' Lazy Portfolios (Assetbuilder.com): Coach Potato Portfolio: - 50% in Vanguard Total Stock Market Index Fund (VTSMX) - 50% in Vanguard Inflation Protected Securities Fund (VIPSX) Margarita Portfolio: - 33.3% in Vanguard Total Stock Market Index Fund (VTSMX) - 33.3% in Vanguard Inflation Protected Securities Fund (VIPSX) - 33.3% in Vanguard Total International Stock Index Fund (VGTSX) Four Square Portfolio: - 25% in Vanguard Total Stock Market Index Fund (VTSMX) - 25% in Vanguard Inflation Protected Securities Fund (VIPSX) - 25% in Vanguard Total International Stock Index Fund (VGTSX) - 25% in Vanguard REIT Index (VGSIX) Five Fold Portfolio: - 20% in Vanguard Total Stock Market Index Fund (VTSMX) - 20% in Vanguard Inflation Protected Securities Fund (VIPSX) - 20% in Vanguard Total International Stock Index Fund (VGTSX) - 20% in Vanguard REIT Index (VGSIX) - 20% in American Century International Bond Fund (BEGBX) Six Ways From Sunday Portfolio: - 16.65% in Vanguard Total Stock Market Index Fund (VTSMX) - 16.65% in Vanguard Inflation Protected Securities Fund (VIPSX) - 16.65% in Vanguard Total International Stock Index Fund (VGTSX) - 16.65% in Vanguard REIT Index (VGSIX) - 16.65% in American Century International Bond Fund (BEGBX) - 16.65% in Vanguard Energy (VGENX) For more information: 1 and 2 Posted by Kirk at 1:33 PM in Lazy Portfolios | Bookmark | Feeds | Link | Email This Ted Aronson's Lazy Portfolio Lazy PortfolioI'm not sure I know exactly where the term "lazy portfolio" originated, but if you do a simple Google search using those two words, you're likely to find information about Ted Aronson and his lazy portfolio strategy which has soundly beaten the S&P 500. Last year's return was +15.9% and the portfolio has a 5-year annualized return of +13.3%. Below you'll see how the portfolio is set up: Ted Aronson (AJO Partners) - 20% in Vanguard Emerging Markets Stock Index (VEIEX) - 15% in Vanguard 500 Index (VFINX) - 15% in Vanguard Pacific Stock Index (VPACX) - 10% in Vanguard Extended Market Index (VEXMX) - 10% in Vanguard Inflation-Protected Securities (VIPSX) - 5% in Vanguard European Stock Index (VEURX) - 5% in Vanguard High-Yield Corporate (VWEHX) - 5% in Vanguard Long-Term U.S. Treasury (VUSTX) - 5% in Vanguard Small Cap Growth (VISGX) - 5% in Vanguard Small Cap Value Index (VISVX) - 5% in Vanguard Total Stock Market Index (VTSMX)
Posted 14:35

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