Lazy Portfolios Revisited
MarketWatch used to only visit lazy portfolios every once and a while (it was hard to justify looking at “lazy” portfolios that performed well when you could point out far sexier returns on sub-prime mortgages!) but with the recent financial woes, Paul Farrell had been checking on them more often. It looks like they’ve turned it into a section on the Marketwatch site and the lazy portfolios aren’t performing very well (not surprising but better than their benchmark, the S&P 500!).
The new Lazy Portfolio center tracks eight lazy portolios:
- Aronson Family Taxable
- Fundadvice Ultimate Buy & Hold
- Dr. Bernstein’s Smart Money
- Coffeehouse
- Yale U’s Unconventional
- Dr. Bernstein’s No Brainer
- Margaritaville
- Second Grader’s Starter
For those who aren’t familiar with Lazy Portfolios, they’re allocations of popular index funds. I did a whole writeup on some popular lazy portfolios including Scott Burns’ Couch Potato portfolio and Margaritaville portfolio.
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I’m not sure that it’s fair to call the S&P 500 “their” benchmark, as these are comparable to an all stock index. During a bear market, any portfolio with significant bond holdings will naturally outperform an all stock portfolio just like it will likely underperform during a bull market.
I call the S&P their benchmark because that’s the one listed on the Marketwatch site.