Friday, April 2, 2010

1st Quarter Returns 2010

Fund Name SymbolAllocation Return
Vanguard Total Stock Market ETFVTI6.75%6.04%
Vanguard Value ETFVTV6.75%6.22%
Vanguard Small-Cap ETFVB6.75%9.67%
Vanguard Small-Cap Value ETFVBR6.75%10.22%
Vanguard REIT ETFVNQ3.00%10.10%
Vanguard Total Vanguard FTSE All-World ETFVEU5.40%1.79%
iShares MSCI EAFE Value ETFEFV5.40%-0.36%
Vanguard FTSE All-World ex-US Small Cap ETFVSS5.40%4.50%
WisdomTree International Small Cap Dividend ETFDLS5.40%3.82%
Vanguard Emerging Markets ETFVWO5.40%2.49%
iShares S&P Dev ex-US Property ETFWPS3.00%0.48%
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Vanguard Total Bond Market ETFBND20.00%1.70%
iShares S&P National AMT-Free Municipal Bond ETFMUB5.00%1.17%
SPDR Barclays Capital High Yield Bond ETFJNK5.00%3.71%
iShares S&P U.S. Preferred Stock Index ETFPFF5.00%6.61%
iShares JPMorgan USD Emerging Markets Bond ETFEMB5.00%4.05%
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Quarterly Portfolio Return4.26%

The sample balanced passive portfolio (60% stocks, 40% income) returned a healthy 4.26% for the quarter with no dependence on star managers, and much lower fees than the average mutual fund, and low turnover. All performance figures were taken from Morningstar.

2 comments:

  1. You'll see an addendum to this post on my site. I calculated the weighted cost of this portfolio to be .27% which, I think is great, given that it is diversified across so many markets.
    My guess is that this portfolio outperformed at least 70% of the active managers out there after fees are taken into account.

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  2. Thanks, your post of performance results originally got me thinking it might be of some use to publish a broadly diversified sample portfolio and track its results. I hadn't calculated the costs, but .27% is pretty darn good.

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