Blog Archives

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

Lazy Portfolios in 2016

The following table lists 2016 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

Lazy Portfolios in 2015

The following table lists 2015 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 (Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund, three-fund,

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

Frank Armstrong’s Ideal Index portfolio

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 Portfolios
July 2018
M T W T F S S
« Jun    
 1
2345678
9101112131415
16171819202122
23242526272829
3031  
Archives
Categories
Follow Financial Page on WordPress.com