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Monday, February 12, 2007
Ted Aronson's Lazy Portfolio
I'm not sure I know exactly where the term "lazy portfolio" originated, but if you do a simple Google search using those two words, you're likely to find information about Ted Aronson and his lazy portfolio strategy which has soundly beaten the S&P 500. Last year's return was +15.9% and the portfolio has a 5-year annualized return of +13.3%. Below you'll see how the portfolio is set up:
Ted Aronson (AJO Partners)
- 20% in Vanguard Emerging Markets Stock Index (VEIEX)
- 15% in Vanguard 500 Index (VFINX)
- 15% in Vanguard Pacific Stock Index (VPACX)
- 10% in Vanguard Extended Market Index (VEXMX)
- 10% in Vanguard Inflation-Protected Securities (VIPSX)
- 5% in Vanguard European Stock Index (VEURX)
- 5% in Vanguard High-Yield Corporate (VWEHX)
- 5% in Vanguard Long-Term U.S. Treasury (VUSTX)
- 5% in Vanguard Small Cap Growth (VISGX)
- 5% in Vanguard Small Cap Value Index (VISVX)
- 5% in Vanguard Total Stock Market Index (VTSMX)
For more information: 1, 2, 3, 4, 5, 6
Posted by Kirk at 1:05 PM in Lazy Portfolio | Bookmark | Feeds | Link |
