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Stock Portfolios
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199819992000200120022003200420052006200720082009201020112012201320145 yr ann.10 yr ann.
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S&P 500 Index28.6021.10-9.73-11.81-21.5428.1810.704.8315.855.50-37.0026.5015.062.1116.0032.3913.6917.95%7.73%
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Vanguard Simple Portfolio-7.3922.9511.787.5314.409.03-21.2421.0211.05-0.9212.0713.584.6711.14%7.26%
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Burns' Couch Potato Portfolio-1.70-2.2019.7010.404.307.958.55-19.8519.7511.630.6011.5212.228.1310.97%6.23%
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Margarita Portfolio-7.71-6.2726.3813.818.0114.0310.87-27.7525.2511.410.0113.6512.9412.37%7.40%
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Burns' Four Square Portfolio-6.331.0024.9013.684.0012.7010.63-20.4020.738.631.3411.328.579.94%6.61%
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Burns' Five Fold Portfolio-2.581.5627.0617.105.5817.185.20-23.7422.5012.572.7712.567.3211.35%7.22%
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Burns' Six Ways From Sunday Port.-2.581.2028.1620.3512.0717.5810.49-26.9125.1212.702.0110.909.1111.72%8.50%
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Money Magazine Starter Portfolio21.3223.16-9.44-11.38-20.4533.4314.107.3517.826.79-38.2928.9816.07-2.0516.6229.5717.27%8.14%
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Motley Fool ETF Portfolio-11.6234.2521.0115.7323.227.74-40.2530.1918.30-3.1913.7617.614.83%8.78%
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Dale Swenson (Yale) Lazy Portfolio-3.25-3.8327.9416.3410.1717.107.84-25.2324.6914.384.1813.739.8213.16%8.56%
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Larry Swedroe Model Portfolio4.91-6.449.178.22-1.096.1510.016.42%
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Ray Dalio style portfolio
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Swedroe Portfolio (Kiplinger's)-25.1324.0812.480.4913.7113.1712.54%
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Coffeehouse Portfolio6.188.317.261.87-5.5423.5613.796.2515.162.62-20.2020.2414.682.0211.9314.7412.56%7.57%
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Bernstein No-Brainer Portfolio15.8615.02-2.15-5.20-12.9829.2013.935.9817.256.83-28.1825.1013.49-1.2214.6823.0614.64%8.12%
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Bernstein Smartmoney6.0414.212.590.07-7.1324.1512.437.2714.754.60-24.5024.6413.34-1.3412.1316.1612.67%7.20%
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Aronson Portfolio-6.16-6.4629.9914.9411.0412.569.70-26.7927.5015.540.4014.1314.9414.18%8.55%
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Rick Ferri Core Four Portfolio-28.2825.7312.521.2811.8213.8212.77%
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Ivy Portfolio (Faber)-28.3923.2915.150.1712.078.0411.48%
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Permanent Portfolio8.5510.5613.532.087.8814.5011.486.49-2.017.52%
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Merriman Vanguard Buy and Hold-1.12-3.2225.2913.868.8015.778.04-20.6121.2211.91-0.8212.0612.1111.07%7.67%
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Merriman ETF Buy and Hold12.605.84-16.4516.2611.97-0.2210.37129.94%
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Bogle portfolio-28.7224.1415.270.1714.7623.2515.20%
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Ritholtz All Weather Portfolio14.978.22-24.6527.1313.30-0.4413.5011.566.0312.67%
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Stephen's Global ETF Portfolio13.22-14.8414.7410.794.7410.1713.1510.66%
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Merriman Monthly Income7.140.107.577.137.457.555.903.355.104.68-4.0516.808.828.488.22-0.658.19%5.53%
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Vanguard 3 Fund Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VTI30% Vanguard Total U.S. Market-20.5730.8712.776.3315.665.36-36.9528.8717.450.9316.4533.4512.54
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VXUS30% Vanguard Total Int'l Market-15.0840.3420.8415.5726.6415.52-44.136.7311.12-16.1518.6114.61-4.74
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BND40% Total Bond Market8.263.974.242.44.276.927.683.366.27.933.89-2.15.82
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Return(mutual fund returns used pre-ETF)-7.3922.9511.787.5314.409.03-21.2421.0211.05-1.3912.0713.584.67
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Burns' Couch Potato Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VTSMX50% Vanguard Total Stock Mkt-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VIPSX50% Vanguard Inf. Protected Bond7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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Return-1.70-2.2019.7010.404.307.958.55-19.9519.7511.637.1011.5212.228.13
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Burns' Margarita Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VTSMX33% Vanguard Total Stock Market23.323.8-10.6-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VGTSX33% Vanguard Total Int'l15.629.9-15.6-20.2-15.140.320.815.626.615.5-44.136.711.12-14.5618.1415.04-4.24
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VIPSX34% Vanguard Inflation Protected Sec7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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Return-7.71-6.2726.3813.818.0114.0310.87-27.7525.2511.410.0113.6512.944.00
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Burns' Four Square Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VTSMX25% Vanguard Total Stock Market-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VIPSX25% Vanguard Inflation Protected Sec's7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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VGTSX25% Vanguard Total Int'l Market-20.2-15.140.320.815.626.615.5-44.136.711.12-14.5618.1415.04-4.24
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BEGBX25% American Century Int'l Bond-1.723.519.913.1-8.28.39.92.46.70.155.724.1-5.19-2.94
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Return-6.331.0024.9013.684.0012.7010.63-20.4020.738.631.3411.328.57
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Burns' Five Fold Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VTSMX20% Vanguard Total Stock Market-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VIPSX20% Vanguard Inflation Protected Sec7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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VGTSX20% Vanguard Total Int'l Market-20.2-15.140.320.815.626.615.5-44.136.711.12-14.5618.1415.04-4.24
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VGSIX20% Vanguard REIT Index12.43.835.730.811.935.1-16.5-37.129.628.38.4717.532.3130.13
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BEGBX20% American Century Int'l Bond-1.723.519.913.1-8.28.39.92.46.70.155.724.1-5.19-2.94
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Return-2.581.5627.0617.105.5817.185.20-23.7422.5012.572.7712.567.327.84
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Burns' Six Ways From Sunday Port.19981999200020012002200320042005200620072008200920102011201220132014
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VTSMX16.65% Vanguard Total Stock Market-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VIPSX16.65% Vanguard Inflation Protected Sec7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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VGTSX16.65% Vanguard Total Int'l Market-20.2-15.140.320.815.626.615.5-44.136.711.12-14.5618.1415.04-4.24
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VGSIX16.65% Vanguard REIT Index12.43.835.730.811.935.1-16.5-37.129.628.38.4717.532.3130.13
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BEGBX16.65% American Century Int'l Bond-1.723.519.913.1-8.28.39.92.46.70.155.724.1-5.19-2.94
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VGENX16.65% Vanguard Energy-2.6-0.633.836.744.619.737-42.938.413.43-1.742.6718.14-14.26
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Return-2.581.2028.1620.3512.0717.5810.49-26.9125.1212.702.0110.909.114.15
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Money Magazine Starter Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VFINX65% Vanguard S&P 500 Index28.621.1-9.1-12-22.228.510.74.815.65.4-3726.514.911.9715.8232.1813.51
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NAESX15% Vanguard Smallcap Index-2.623.1-2.73.1-2045.619.97.415.71.2-36.136.127.72-2.818.0437.627.37
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VGTSX20% Vanguard Total Int'l15.629.9-15.6-20.2-15.140.320.815.626.615.5-44.136.711.12-14.5618.1415.04-4.24
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Return21.3223.16-9.44-11.38-20.4533.4314.107.3517.826.79-38.2929.9816.07-2.0516.6229.579.04
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Motley Fool ETF Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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SPY25% Ishares S&P 500-9.73-11.81-21.5428.1810.74.8315.855.14-37.2226.3115.021.815.9932.3113.46
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IYR25% Ishares DJ US Real Estate3.4635.3730.158.9434.91-17.99-39.8530.4626.65.4618.211.1626.69
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EFA25% Ishares EAFE Index-15.4139.818.9613.3425.819.97-41.0426.888.25-12.2318.8221.39-6.2
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IGE25% Ishares Natural Resources-1333.6324.2435.7916.333.82-42.8837.123.34-7.79215.54-10.25
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Return-11.6234.2521.0115.7323.227.74-40.2530.1918.30-3.1913.7617.605.93
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Dale Swenson (Yale) Lazy Portfolio19981999200020012002200320042005200620072008200920102011201220132014
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VIPSX15% Vanguard Inflation Protected Sec's7.616.688.32.60.411.6-2.910.86.1713.246.78-8.923.83
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VUSTX15% Vanguard Long Term Treasury4.316.72.77.16.61.79.222.6-12.16.0829.273.46-13.0325.27
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VGSIX15% Vanguard REIT-16.3-426.412.43.835.730.811.935.1-16.5-37.129.628.38.4717.532.3130.13
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VTSMX30% Vanguard Total Market Index-11-2131.412.5615.55.5-3728.717.090.9616.2533.3512.43
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VDVIX15% Vanguard Dev. Markets Index-22-15.738.620.313.326.211-41.628.28.54-12.5318.8321.84-5.82
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VEIEX10% Vanguard Emerging Markets ETF-2.9-7.457.726.132.129.438.9-52.87618.86-18.7818.64-5.190.42
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Return(portfolio changed in 2009)-3.25-3.8327.9416.3410.1717.107.84-25.2324.6914.384.1813.739.8211.78
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