Daily Archives: January 12, 2018

Lazy Portfolios in 2017

The following table lists 2017 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as  60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund,

Tagged with: , , , , , ,
Posted in Market statistics, Portfolios

Frank Armstrong’s Ideal Index portfolio – 2017 update

Frank Armstrong III, investment advisor and author, offers the following seven fund “Ideal Indexed” portfolio in his book, The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio (published December 16, 2003). The portfolio employs a 70% equity

Tagged with:
Posted in Market statistics, Portfolios

David Swensen’s portfolio (from Unconventional Success) – 2017 Update

David Swensen, investment manager of the Yale University Endowment Fund, has addressed how investors should set up and manage their investments in his book, Unconventional Success: A Fundamental Approach to Personal Investment. The Swensen portfolio consists of six core asset

Tagged with:
Posted in Market statistics, Portfolios

William Bernstein’s Coward’s Portfolio – 2017 Update

William Bernstein, investment manager and author, first introduced a version of his “Coward’s portfolio” in 1996. The “coward” refers not to the investor’s risk tolerance but to the strategy of hedging one’s bets and having slices of a number of

Tagged with:
Posted in Market statistics, Portfolios
January 2018
M T W T F S S
« Oct    
1234567
891011121314
15161718192021
22232425262728
293031  
Categories
Archives
Follow Financial Page on WordPress.com