An exploration of Mutual Fund Investing, tracking hypothetical portfolios and comparing Managed Funds, Index Funds and ETFs and other random thoughts about saving, investing, and managing money.
12.30.2007
Portfolio Update 12/28/07: WylieMoney Inches Ahead Down the Stretch
The WylieMoney 20 Mostly Managed portfolio had the best week last week, almost assuring that from May 1st through the end of 2007, the funds I picked for my hypothetical portfolio will outperform the Index fund and ETF equivalents and my own Roth IRA and Brokerage.
The WylieMoney Slowly portfolio has lead YTD, but since I am adding one fund per month, YTD is not really relevant.
I'll take a snapshot Monday night and review the final results for 2007.
I hail from the South, lived out West, and currently call the Northeast home. I studied philosophy in school (Derrida, the ancient Greeks), was a musician for a while (Percussion), and work in higher education, managing technology projects.
I blog about saving, investing and managing money because I enjoy it- both doing it and writing about it!
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