Portfolio Update 10/26/07 S&P 500 is Crushed!

A good week brings us almost back to the highest Friday closing of any of the portfolios in this experiment ($53,896.62 acheived by the WylieMoney 20 Mostly Managed portfolio on 10/12/07).


The funds I hand picked are performing well against the Vanguard and ETF portfolios they are competing with.


Since May first, the WylieMoney 20 has done the best, crushing the performance of the S&P 500 as represented by SPY returning 7.61% compared to 3.74%. Year to date, the WylieMoney Slowly portfolio, which adds one fund a month in order picked, has handily beaten all the other portfolios earning 16.89%, including my actual Brokerage and Roth IRA which have returned 14.55% and 15.51% respectively! The Lazy 20 Mostly Index portfolio and the 3 Fund Index portfolio have done very well compared to the S&P 500 but have proven easy to beat.

Halloween will represent the 6 month mark for this experiment and after handing out candy, I will take a closer look at the results.

WylieMoney 20 Mostly Managed

Three Fund Index

Lazy 20 Mostly Index

WylieMoney Slowly

ETF 20

S&P 500


Go Red Sox!