Portfolio Update 10/05/07 Up 7.51% Since May

In the sixth month of competition between 6 mutual fund portfolios, the low cost diverse mix of Mostly Managed funds known as the WylieMoney 20 maintains its lead with an increase of 7.51% since purchase.

All the portfolios are in the green, despite sub-prime mortgage concerns.


The single best performing fund from all the portfolios over this period is SSEMX SSgA Emerging Mkt (My Post) which is up a whopping 34.29% since May 1st. The worst performing fund is an ETF, VOE Vanguard Mid-Cap Value which has lost 2.02% but is still up over 6% Year to Date.

WylieMoney 20 Mostly Managed Portfolio

WylieMoney Slowly

Three Funds Index Portfolio

S&P 500

ETF 20

Lazy 20 Mostly Index Portfolio