An exploration of Mutual Fund Investing, tracking hypothetical portfolios and comparing Managed Funds, Index Funds and ETFs and other random thoughts about saving, investing, and managing money.
3.29.2009
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
No comments:
Post a Comment