9.28.2009

Portfolio Update 9/25/09: Burning Down the House

Real Estate took a tumble last week as investors spent some time Burning Down the House.



The portfolios I track shifted position this week as index funds fell further than managed funds. The last few weeks saw the index portfolios pull ahead, but this week, not only did the WylieMoney Portfolio pull back ahead of the Lazy and ETF Portfolios, my brokerage pulled ahead of the Three Fund index portfolio for the first time in a long while.


WylieMoney Slowly WylieMoney 20 Mostly Managed Lazy 20 Mostly Index ETF 20 Three Fund Index S&P 500




9.27.2009

Fund of the Week: TLT iShares Barclays 20+ Year Treas Bond

The top performing fund last week was TLT iShares Barclays 20+ Year Treas Bond, up 2.32%. The top ten funds, of the funds I track, were all bond funds.


Natural Resources, small caps, and financial services all fell last week but Real Estate fell the most with REACX American Century Real Estate Inv down 6.57%.





9.20.2009

Portfolio Update 9/18/09: Who Knew

Who Knew last April, that stocks would rebound this fast?



One more week like last week and one of the portfolios I track will show less than 10% loss. Will we see a portfolio turn a profit in 2009?
Index funds continue to outpace managed funds, but my IRA had the best week, since Real Estate had a strong week and my IRA has a higher percentage invested in Real Estate than the other portfolios.



WylieMoney Slowly

Lazy 20 Mostly Index
ETF 20

WylieMoney 20 Mostly Managed

Three Fund Index

S&P 500




9.15.2009

Portfolio Update 9/11/09: Peach

This last month has been tasty as a Peach.

Prince - Peach (music video)


Maybe I should fail to post more often.
The ETF and Lazy 20 Mostly Index Portfolio have overtaken the WylieMoney 20 Mostly Managed portfolio. All three are close, but the managed funds I chose have not rebounded as solidly as their index categories over the last month.

I keep waiting for a pullback myself, but almost every day the markets post a small but solid gain. Will it last?



WylieMoney Slowly

ETF 20

Lazy 20 Mostly Index

WylieMoney Mostly Managed

Three Fund Index

S&P 500