Portfolio Update 2/29/08: WylieMoney 20 has a Good Friday

Friday was not pretty for US markets.


On Thursday, the WylieMoney 20 Mostly Managed Portfolio had actually posted a profit since Last May 1st, but Friday wiped that out. On Friday the WylieMoney 20 had the best one day performance (compare -1.65% with the US indexes above!), one week performance, year to date performance, and return since purchase last May 1st of all the portfolios I track.


The difference between the WylieMoney 20 Mostly Managed portfolio of funds I picked and the portfolios of Indexes for each of the 20 categories I used is now in the thousands. What is interesting is that the Lazy 20 Mostly Index Vanguard portfolio, the ETF 20 and the Three Fund Index portfolio are all posting nearly the same return since purchase.

The Three Fund Index was doing well and the ETF 20 portfolio really struggled for a while but their fortunes have reversed.

WylieMoney 20 Mostly Managed WylieMoney Slowly Lazy 20 Mostly Index Three Fund Portfolio ETF 20 S&P 500