Portfolio Update 12/05/08: Alfie

This market is as worthless as Alfie.



Another down week, but at least Friday we saw a strong rebound.

The WylieMoney Slowly Portfolio is the best performing portfolio of my experiment. It comes as no surprise that adding funds after the market has fallen 30% will result in smaller losses comparatively, even if the market continues to fall. The WylieMoney Slowly Portfolio gained a fund each month with the December addition rounding out the 20 funds that will be added.


Of the portfolios that saw $50,000 invested on 5/01/07, the ETF portfolio has done the best but not by much. Basically, if you wanted to reinvest dividends, or add small amounts, the WylieMoney 20 would have been your best bet and if you wanted to invest $50,000 and forget about it ETFs would have been the way to go.

Of course, if you wanted to make money, none of the options were sound. Ah, hindsight.



All told, I'm most surprised by how little difference there has ben. The diverse portfolio of mostly managed funds (WylieMoney) has performed within 2% of mostly Index funds (Lazy), despite all the crazy day to day swings.

WylieMoney Slowly Mostly Managed

ETF 20

WylieMoney 20 Mostly Managed

Lazy 20 Mostly Index

Three Fund Index

S&P 500