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Lazy Portfolios Revisited

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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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2 Responses to “Lazy Portfolios Revisited”

  1. 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.

  2. jim says:

    I call the S&P their benchmark because that’s the one listed on the Marketwatch site.


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