Portfolio Update 1/04/08: Ouch!


Last week was ugly.

Only one of the hypothetical portfolios I track is still up since purchase on May 1st 2007, the WylieMoney 20 Mostly Managed portfolio.

Over the long term, having a diverse portfolio has paid off. The S&P 500 portfolio is down over 4% while the second worst performer, the ETF 20 is only down 2.37%.

Last week was brutal across the board with every portfolio down over 2.75%. Bonds were the winners, but none of the portfolios has more than 15% in bonds.

Adding a real estate fund to the WylieMoney slowly portfolio gave that portfolio the worst YTD record as the SSREX promptly lost 7.31%.


WylieMoney 20 Mostly Managed

Three Fund Index

Lazy 20 Mostly Index

WylieMoney Slowly

ETF 20

S&P 500

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