ID# Portfolio Name YTD Return
P2 Paul Boyer Permanent Portfolio 5.0%
P1 Harry Browne Permanent Portfolio 4.8%
P3 Permanent Portfolio Fund 3.3%
P11 Bill Schultheis’ Coffeehouse Portfolio Vanguard 2.6%
P23 Larry Swedroe Min Fat Tails 1.6%
P14 David Swensen’s Yale Endowment 1.6%
P24 IFA Index Portfolio 100 Bright Red 1.3%
P17 Scott Burns’ Couch Potato Portfolio 1.3%
P22 Larry Swedroe Simple 1.2%
P7 William Bernstein’s No Brainer Cowards Portfolio 0.9%
P19 Scott Burns’ Four Square Portfolio 0.8%
P13 David Swensen’s Lazy Portfolio 0.7%
P25 IFA Index Portfolio 50 Bright Red 0.4%
P15 MMM Do It Yourself Funds 0.1%
P12 FundAdvice Ultimate Buy & Hold -0.7%
P20 Scott Burns’ Five Fold Portfolio -0.9%
P10 Ted Aronson’s Lazy Portfolio -1.2%
P6 Rick Ferri Core Four -1.2%
P8 William Bernstein’s Basic No-Brainer Portfolio -1.3%
P16 Vanguard Windsor -1.5%
P21 Scott Burns’ Six Ways from Sunday Portfolio -2.3%
P4 Taylor Larimore 3 Fund -2.8%
P5 Taylor Larimore 4 Fund -2.9%
P18 Scott Burns’ Margarita Portfolio -2.9%
P9 Dilbert World’s Simplest -3.6%
Here are the results from Simba's Spreadsheet from 1985 through 2009. (Note: not including YTD 2010) [IFA data is from ifa.com and includes their advisory fee.]
For a complete list of the contents of each portfolio and more back-testing of each portfolio, please see Lazy Portfolios Thru May 2010
Paul Boyer
