11.12.2007

Portfolio update- ETFs in the Red!

Wow.

The S&P 500 as represented by the ETF SPY and the portfolio of 20 ETFs have both lost money since May.

The folks at Morningstar chose today to claim that SPY is the next hot thing!!!! It certainly did better today than all the other portfolios, only losing 0.99%.

The WylieMoney Slowly portfolio that I am adding to one fund per month is also showing a loss. The WylieMoney Slowly portfolio is curious as it is close to flat with almost all the equity funds in the red, but the bond fund up a strong 12.42% (see below).

WylieMoney 20 continues to perform best out of all the portfolios I am tracking, both real and hypothetical.

Now that's a sad chart:

And that's a lot of red...

WylieMoney 20 Mostly Managed

Three Fund Index

WylieMoney Slowly

Lazy 20 Mostly Index

ETF 20

S&P 500


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