Wylie Money

12.06.2008

Portfolio Update 12/05/08: Alfie

This market is as worthless as Alfie.

Another down week, but at least Friday we saw a strong rebound.

The WylieMoney Slowly Portfolio is the best performing portfolio of my experiment. It comes as no surprise that adding funds after the market has fallen 30% will result in smaller losses comparatively, even if the market continues to fall. The WylieMoney Slowly Portfolio gained a fund each month with the December addition rounding out the 20 funds that will be added.

Of the portfolios that saw $50,000 invested on 5/01/07, the ETF portfolio has done the best but not by much. Basically, if you wanted to reinvest dividends, or add small amounts, the WylieMoney 20 would have been your best bet and if you wanted to invest $50,000 and forget about it ETFs would have been the way to go.

Of course, if you wanted to make money, none of the options were sound. Ah, hindsight.

All told, I'm most surprised by how little difference there has ben. The diverse portfolio of mostly managed funds (WylieMoney) has performed within 2% of mostly Index funds (Lazy), despite all the crazy day to day swings.

WylieMoney Slowly Mostly Managed

ETF 20

WylieMoney 20 Mostly Managed

Lazy 20 Mostly Index

Three Fund Index

S&P 500

12.01.2008

Fund of the Week: SWFFX Schwab Financial Services

SWFFX Schwab Financial Services was the best performing fund of the week. It's about time this fund showed some life. I bought this earlier in the year when one of my brothers talked me into it. I should have known better- he has a habit of picking losers.

The rest of the top ten were real estate funds and small and mid cap funds.

The bottom 10 funds were all bonds, but even the biggest loser, ACITX American Century Inflation Protected only lost -0.2%.

11.30.2008

Next WylieMoney Slowly Fund: ACITX American Century Inflation Adj Bond

The next and last fund I'm adding to the WylieMoney Slowly portfolio is the inflation protected bond fund: ACITX American Century Inf My Post.

There is only one no-load, no fee option available through Etrade. I picked it before, I'm picking it again.

I'm adding it tomorrow.

Portfolio Update 11/28/08: Curtains

Last week, I asked for some Help! and we got it. This week saw a nice rebound, but alas it is Curtains for the reign of the WylieMoney 20 Mostly Managed Portfolio as the best performing portfolio in my experiment.

The ETF 20 portfolio pulled ahead, but was unable to beat the WylieMoney Slowly portfolio which had a great week.

This is the second time we've seen a sharp rebound after a steep dive in these weekly updates. Only time will tell if we've hit the bottom.

WylieMoney Slowly

ETF 20

WylieMoney 20 Mostly Managed

Three Fund Index

Lazy 20 Mostly Index

S&P 500

11.24.2008

Fund of the week again: BTTRX American Century Target Maturity 2025

This past week looked a lot like the 2 weeks before. BTTRX American Century Target Maturity 2025 My Post was the best performer of the funds I track gaining 9.75%.

The stinkers? Real Estate and mid-small cap funds. REACX American Century Real Estate lost the most, losing 19.02%.

11.23.2008

Portfolio Update 11/21/08: Help!

Help!

Not even a rocking Friday could save last week. The collapse continues and the portfolios in my experiment continue to shrink:

Adding $2500 to the WylieMoney Slowly portfolio boosted it in the standings of "% change since purchase." And the over weighting in Real Estate and a few other specialty sectors knocked my IRA into last place.