Portfolio Update 3/21/08: Hope Springs Eternal

Even though it is still chilly up here in New England, Spring has arrived. Bulbs are busting forth on the sunny side of our house.

Even on the shady side, if you look close enough, you can find growth.

This past week was crazy- huge swings up and down. Since I only update on Fridays, my chart is not an indicator of daily volatility.

The S&P 500 did better than the diversified portfolios.

I removed the 1 week Column from the image below because Morningstar is including the last 5 trading days, not Monday through Friday, as US markets were closed in te 21st.

The WylieMoney slowly portfolio made a dramatic leap into second place. This is due, in no small part, to its current overweight in Real Estate. Over the last 5 trading days, the fund SSREX SSgA T. Act. REIT My Post was up 6.73%- more than any other fund in this experiment.

The ETF 20 portfolio has outperformed year to date, but was the worst performer on Thursday.

WylieMoney 20 Mostly Managed

WylieMoney Slowly

Lazy 20 Mostly Index

Three Fund Index

ETF 20

S&P 500

1 comment:

Jonesy said...

Your dirt is kinda gross on the shady side.