BTTRX American Century Target Mat 2025 Inv lost 2.58% last week, more than any other fund I track. Real Estate and a broad based commodity fund I bought, DJP iPath Dow Jones-AIG Commodity Idx TR ETN also lost money.
11.10.2009
Top Fund Last Week: PNRZX Jennison Natural Resources Z
PNRZX Jennison Natural Resources Z gained 5.67% last week, more than any other fund I track. Emerging markets, natural resources, growth funds all gained ground.
BTTRX American Century Target Mat 2025 Inv lost 2.58% last week, more than any other fund I track. Real Estate and a broad based commodity fund I bought, DJP iPath Dow Jones-AIG Commodity Idx TR ETN also lost money.
BTTRX American Century Target Mat 2025 Inv lost 2.58% last week, more than any other fund I track. Real Estate and a broad based commodity fund I bought, DJP iPath Dow Jones-AIG Commodity Idx TR ETN also lost money.
11.08.2009
Portfolio Update 11/6/09: Sorry I Am
I haven't posted in a long time. I'll never be able to tell you how Sorry I Am.
Lots of ups and downs over the last few weeks leave us pretty close to where we were when I last checked in.
Up until August of this year, Morningstar had my original cost at 50,000, the original amount I hypothetically invested in each portfolio. I just noticed that the "Original Cost" has been rising. I wonder if Morningstar is now adding reinvested dividends to the original cost column. That is how one should calculate the basis for non-retirement investmens, but it kinda sucks that Morningstar changed how their portfolio tracker behaves without communicating with its customers...
Lots of ups and downs over the last few weeks leave us pretty close to where we were when I last checked in.
Up until August of this year, Morningstar had my original cost at 50,000, the original amount I hypothetically invested in each portfolio. I just noticed that the "Original Cost" has been rising. I wonder if Morningstar is now adding reinvested dividends to the original cost column. That is how one should calculate the basis for non-retirement investmens, but it kinda sucks that Morningstar changed how their portfolio tracker behaves without communicating with its customers...
WylieMoney Slowly
Lazy 20 Mostly Index
WylieMoney Mostly Managed
ETF 20
Three Fund Index
S&P 500
Lazy 20 Mostly Index
WylieMoney Mostly Managed
ETF 20
Three Fund Index
S&P 500
10.13.2009
Fund of the week: MRVEX Marshall Mid-Cap Value
The top fund last week, from the funds I track, was MRVEX Marshall Mid-Cap Value up 6.05%. Small Cap blend funds did very well as well as Mid Cap Growth and emerging markets.
Bonds fell with BTTRX American Century Target 2025 losing 3.36%, more than any other fund in my experiment.
Bonds fell with BTTRX American Century Target 2025 losing 3.36%, more than any other fund in my experiment.
10.01.2009
Portfolio Update 10/09/09:
Last week the buyers got together and said, "let's get Busy Child."
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.
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
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.
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 
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%.
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.
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
Lazy 20 Mostly Index
ETF 20
WylieMoney 20 Mostly Managed
Three Fund Index
S&P 500
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