Fund of the Week: SWFFX Schwab Financial Services

Once again, SWFFX Schwab Financial Services out performed the other 100 funds in my experiment gaining 9.66% in one week. Small caps and a few mid cap funds round out the top 10.


Bonds had a flat week but the Vanguard Reit Index ETF VNQ lost 2.99%, more than any other fund. However, I'm guessing the fall in share value is due to a dividend payout that has not posted yet. VGSIX Vanguard's Reit Index mutal fund posted a 6.49% gain for the week, so either the ETF made a payment or Morningstar has the details wrong.

Portfolio Update 3/27/09: Loser

Sorry I have missed a couple of weekly updates. I'm a loser.



The portfolios in my experiment have been winners, baby. I can feel it. They've had a couple of good weeks, but still have a looooooooong way to go to come back.
Small caps and financial stocks continued to beat the other categories which explains why my brokerage and IRA had the the best week. They don't have the same asset allocation as the WylieMoney, ETF, Lazy and Index portfolios.

WylieMoney Slowly

WylieMoney 20 Mostly Managed

ETF 20

Lazy 20 Mostly Index

Three Fund Index

S&P 500

Fund of the Week: SWFFX Schwab Financial Services

SWFFX Schwab Financial Services was up 25.27% last week. Real Estate funds were up over 20%. The remaining top ten were a mix, but dozens of funds were up over 10%.


Bonds lost a little ground, but only a little. The biggest loser was down a mere -1.47%, TLT iShares Barclays 20+ Year Treas Bond.

Portfolio Update 3/13/09: Hallelujah

I'm bummed I missed the update last week, because that would better show how dramatic this weeks rally was.

I'll try and convey the drama with song.

Hallelujah. (RIP, Jeff. Be careful in Memphis.)





My accounts and the S&P 500 have work to do to get back in the running, but if last week was any indication, they should do just fine... eventually.


Whether we've hit a bottom or were simply due for a sucker rally, only time will tell. I made my 2008 Roth IRA contribution and intend to invest it sooner than later.

WylieMoney Slowly

WylieMoney 20 Mostly Managed

ETF 20

Lazy 20 Mostly Index

Three Fund Index

S&P 500

Sorry

I failed to update last week which is too bad given how different this week has been. I've been sick- very busy at work, but mostly I'm just lame and did not get it done in time to get the weekly numbers from Morningstar.

To try and win back your love I offer this- Jon Stewart, unedited, talking to Jim Cramer about what it is like to be a tool.

The Daily Show With Jon StewartM - Th 11p / 10c

Jim Cramer Unedited Interview Pt. 1

Daily Show Full Episodes
Important Things w/ Demetri Martin

Political Humor
Jim Cramer

The Daily Show With Jon StewartM - Th 11p / 10c

Jim Cramer Unedited Interview Pt. 2

Daily Show Full Episodes
Important Things w/ Demetri Martin

Political Humor
Jim Cramer

The Daily Show With Jon StewartM - Th 11p / 10c

Jim Cramer Unedited Interview Pt. 3

Daily Show Full Episodes
Important Things w/ Demetri Martin

Political Humor
Jim Cramer

Fund of the Week: iPath® Dow Jones-AIG Commodity Index Total Return ETN

iPath^® Dow Jones-AIG Commodity Index Total Return ETN gained 2.77% last week, out performing the other 100 funds I track. I should sell it though. It is my understanding that if AIG folds, this will be worthless.

Curious to see some Emerging Market funds holding up last week. That won't last. Mostly Bonds in the top 10.


Real Estate was hammered again but the big loser was health care with JAGLX Janus Global Life Sciences down 9.61% in one week.

Portfolio Update 2/27/09: Here Comes The Flood

Here comes the flood.


Peter Gabriel - Here Comes The Flood - Click here for more amazing videos

The only consolation is that the 20 funds I hand picked in May 2005 have held up slightly better than the 20 Vanguard funds and 20 ETF in the same categories.

WylieMoney Slowly

WylieMoney Mostly Managed

ETF 20


Lazy 20 Mostly Index
Three Fund Index

S&P 500