Last week was notable in relation to the experiment I've been conducting on this blog for a couple of reasons. Some of the equity funds I bought back on 5/01/07 are back in the green. Some of the funds in the WylieMoney Slowly portfolio were bought more recently, when the markets were down so they've been showing a profit for a bit. But the emerging market ETF and index fund I invested in (hypothetically) back in 5/07 are now in positive territory (see below).
The other notable event from last week was that small cap funds performed better then larger companies. That has not happened for a while in the week over week results and could be seen as a sign that investors believe a recovery is likely. Much of the recent rebound has been driven by money pouring back into in the hardest hit sectors. Investment in small cap companies typically involves more risk and historically is what happens at the beginning of a recovery.
The Lazy 20 portfolio of index funds continues to pull ahead of the WylieMoney 20 Mostly Managed portfolio.
WylieMoney Slowly
Lazy 20 Mostly Index
WylieMoney 20 Mostly Managed
ETF 20
Three Fund Index
S&P 500
Lazy 20 Mostly Index
WylieMoney 20 Mostly Managed
ETF 20
Three Fund Index
S&P 500
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