Portfolio Update 2/20/09: &$@#*!&#*

This week saw the portfolios in my experiment hit new lows since this portfolio experiment began.



&$@#*!&#*

(The 'musical' video linked below is offensive, not safe for work, and you should not click it if you don't want to hear bad words)


the sopranos, uncensored. from victor solomon on Vimeo.

That's pretty much all there is to say about last week.

WylieMoney Slowly

WylieMoney 20 Mostly Managed

ETF 20

Lazy 20 Mostly Index

Three Fund Index

S&P 500

Fund of the Week: BIV Vanguard Intermediate Term Bond ETF

BIV Vanguard Intermediate Term Bond ETF was the only fund from my portfolios up more than 1% last week. The other 9 funds in the top 10 were bond funds.



Finance companies continued their journey toward nationalization. But the real losers were real estate funds with REACX American Century Real Estate down -13.79% in one week.

Portfolio Update 2/13/09: Main Theme

On Friday the 13th the markets stuck with the main theme of the last few years.



Horror.


None of the portfolios shifted positions last week, they all fell in order.

WylieMoney Slowly
WylieMoney 20 Mostly Managed

ETF 20

Lazy 20 Mostly Index

Three Fund IndexS&P 500

Fund of the Week: VWO Vanguard Emerging Markets ETF

The top fund last week, from the 100 I track, from my mutual fund experiment, was VWO, Vanguard Emerging Markets ETF. Emerging markets, Natural Resources and mid cap growth funds did very well, rounding out the top 10.


Bonds all lost a little ground, but the worst performing fund was JSVAX Janus Contrarian. It only holds 58 companies so one or two must have had serious issues since it has a lot of Energy, Financial and Mid Cap Growth holds...

Portfolio Update 2/6/09: That's Good

The weakest portfolio of my competition was up over 3% last week and that's good!




Does this upturn mean we won't revisit the lows we hit at the end of last year?

Beats me.

The portfolios basically cut their losses for the year in half last week. And even though the WylieMoney 20 Mostly Managed portfolio had the worst week and worst Friday, it has help up best this year. I would guess it has more funds with larger stakes sitting in cash than the other portfolios- certainly more than the Index portfolios.

My brokerage and IRA continue to lag the pack, but as expected, on an up week, they beat all the other diversified portfolios, both returning over 4%.

WylieMoney Slowly


WylieMoney 20 Mostly Managed
ETF 20

Lazy 20 Mostly Index

Three Fund Index

S&P 500

Fund of the Week: JAOSX Janus Overseas

Janus Overseas JAOSX was up 3.25% last week, more than the other 100 funds I track. International funds did well.

Long term government bonds and domestic real estate were down the most. BTTRX American Century 2025 was down the most, -3.72%.

Portfolio Update 1/30/09: Lard

Well, you're happy if you're shorting equities or you're eating lard.


Down again, although last week was not too bad.


One portfolio actually pulled off a small gain.

WylieMoney Slowly

WylieMoney Mostly Managed

ETF 20

Lazy 20 Mostly Index

Three Fund Index

S&P500