Tuesday, October 5, 2010

3rd Quarter Returns 2010

Fund Name SymbolAllocation Return
Vanguard Total Stock Market ETFVTI6.75%12.61%
Vanguard Value ETFVTV6.75%11.11%
Vanguard Small-Cap ETFVB6.75%13.21%
Vanguard Small-Cap Value ETFVBR6.75%12.02%
Vanguard REIT ETFVNQ3.00%13.97%
Vanguard FTSE All-World ex-US ETFVEU5.40%18.89%
iShares MSCI EAFE Value ETFEFV5.40%17.26%
Vanguard FTSE All-World ex-US Small Cap ETFVSS5.40%22.30%
WisdomTree International Small Cap Dividend ETFDLS5.40%17.57%
Vanguard Emerging Markets ETFVWO5.40%20.80%
iShares S&P Dev ex-US Property ETFWPS3.00%24.45%
Vanguard Total Bond Market ETFBND20.00%2.02%
iShares S&P National AMT-Free Municipal Bond ETFMUB5.00%3.07%
SPDR Barclays Capital High Yield Bond ETFJNK5.00%7.22%
iShares S&P U.S. Preferred Stock Index ETFPFF5.00%9.04%
iShares JPMorgan USD Emerging Markets Bond ETFEMB5.00%8.38%
Quarterly Portfolio Return11.47%

After a tough second quarter, the sample balanced passive portfolio (60% stocks, 40% income) bounced back in the third quarter returning a healthy 11.47%. This portfolio relies on no star managers, and has much lower fees than the average mutual fund, and few if any capital gains distributions. All performance figures were taken from Morningstar.


  1. But we didn't capture these returns did we? We bailed out at 1040 on the S&P 500 like the technicians told us didn't we? Or did we listen to the market timers and run for the hills.

  2. I didn't bail, but I bet many did. I learned my lessons about "experts" many moons ago, and have been wealthier for it.

  3. Very interesting. That looks pretty sweet to me, an I love out it is balanced (decreased risk)!

    Yes, all the financial experts have is an opinion (not a crystal ball).

  4. I like those returns! I am actually looking forward to seeing my statements now.

    (I didn't bail either, but I know many that did.)

  5. No Vanguard ETFs over here since most of my investments are currently in the RRSP, but the Canada index and world index did decently well over the last couple of months.

    I wonder though... how much of this is real and how much is due to manipulation and expectations of QE2?