Portfolio Update 3/28/08: ETFs on the Rise

As we approach May and close in on the first year since this experiment began the three index portflios have converged with losses of -5.91% to -5.41%. Investing in the S&P 500 alone would have resulted in a loss of -10.73%. Investing in the mostly managed options I researched would have resulted in a loss of -3.04%

The ETF 20 portfolio, the truest index version of the WylieMoney 20, had a rough start in 2007 but has been the best performer in 2008 and had an excellent week last week.

WylieMoney 20 Mostly Managed

WylieMoney Slowly

Lazy 20 Mostly Index

Three Fund Index

ETF 20

S&P 500