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[06/15/2008, 19:17] Fund of the Week: DJP iPath Dow Jones-AIG Commodity (Again)
Surprise surprise... DJP iPath Dow Jones-AIG Commodity was the best performing fund last week, again. It is up 8.30% since I added it to my IRA this spring. Sadly it only represents a small percentage of my IRA so is not really moving my IRA up in my mutual fund experiment.

Unlike last week however, the other funds in the top 10 are not bonds but represent domestic equity from a variety of mutual fund categories.

And the funds with the biggest one week decline are almost all foreign funds.

[06/14/2008, 18:49] Portfolio Update 6/13/08: Dancing with Myself
After another brutal week, the WylieMoney 20 Portfolio is the only mutual fund in this experiment still showing a profit, leaving me dancing with myself. Were this a real portfolio, even the WylieMoney portfolio would be negative after the taxes I would have paid this past April.

The WylieMoney 20 had a bad Friday and one week performance, giving up a little of its lead,




WylieMoney 20 Mostly Managed
WylieMoney Slowly Lazy 20 Mostly Index Three Fund Index ETF 20 S&P 500
[06/08/2008, 22:34] Fund of The Week: DJP iPath Dow Jones-AIG Commodity
Once again, DJP iPath Dow Jones-AIG Commodity posted the best one week performance. Another Natural Resources fund, PNRZX Jennison Natural Resources Z also made the top 1o. The other 8 funds were bond funds, though the gains were not great.

This week, value funds (which invest in Financial companies, among others) and international funds took the biggest pounding with emerging markets really taking a blow.

[06/07/2008, 22:04] Portfolio Update 6/06/08: Bad
Friday was bad and last week was not pretty, but it could be worse.

None of the portfolios are still in positive territory year to date. And once again, the WylieMoney 20 Mostly Managed Portfolio posted the best Friday, one week, year-to-date, and all time record.

The S&P 500 had it rough, but it took some research to find out how rough.

Morningstar has SPY as being down 1.79 on Friday despite showing that it opened at $140.41 per share and closed at $136.29 per share.

CNN/Money has it right.

Morningstar has DIA, an ETF that tracks the DOW, posted correctly.



Not sure how M* got it wrong... Both the markets and Morningstar had a bad Friday I guess.

WylieMoney 20 Mostly Managed

WylieMoney Slowly

Lazy 20 Mostly Index

Three Fund Index

ETF 20

S&P 500


[06/02/2008, 20:57] Today is the day I'm adding MIOFX
Today is the day I'm adding MIOFX Marsico International Opportunities to the WylieMoney Slowly portfolio.
[06/02/2008, 11:53] Next WylieMoney Slowly Fund: MIOFX Marsico International Opportunities
As we move into June, it is time to add the 14th fund to the WylieMoney Slowly portfolio. The 14th category I picked was Foreign Large Cap Growth. My original pick was JAOSX Janus Overseas My Post. Unfortunately, this fund is closed to new investors. The options available all have significantly higher expenses and have not come close to the performance of JAOSX over 1 year, 3 years or 5 years.

That said, this has still been a strong category. There appear to be three top options based on one year and 5 year records.


The top three all have pretty high turnover which is not great for a taxable portfolio and have a lot of their portfolio invested in their top 10 holdings which means there is less diversity than one might hope.


Etrade lists one of the funds expense ratio at 15.14%.


Wondering if this is bad information, I looked up the fund on Morningstar and find that the expense ratio is actually 1.5%. Much more reasonable, but still not great.
I then checked the other two top performing funds in my list and Etrade has a different expense ratio for both of those funds as well. The top performing funds' expenses appear to be 1.37%, not 1.42%.

Harbor International Growth's expenses were only off by .01%, but it is still odd that Etrade appears to have this wrong.


I already picked a Harbor International fund for the Foreign Large Value category My Post so I am going to go with MIOFX Marsico International Opportunities. So the first day in June that Equities take a beating, I'll add MIOFX to the WylieMoney Slowly Portfolio.
[06/01/2008, 20:41] Fund of the Week: TWCVX American Century Vista
The strongest fund last week, of the funds I track, was TWCVX American Century Vista. I own this in an IRA. Mid and Small Cap Growth and Small Cap Blend funds were the only categories represented in the top 10.


Inflation protected Bonds and Tips made up the bottom 10, along with DJP iPath Dow Jones-AIG Commodity Index Total Return ETN, which continues to be the most volatile fund I track, showing up in the top 10 or bottom 10, almost every week.

Who knew soybeans and coffee could be so exciting?

[05/31/2008, 20:28] Portfolio Update 5/30/08: Comin Back
The portfolios look like they're comin' back, but they have work to do to make up for last week's brutality.


WylieMoney rose half as much as the S&P 500. My IRAs had a good week despite a rough Friday.


WylieMoney 20 Mostly Managed

WylieMoney Slowly

Lazy 20 Mostly Index
Three Fund Index

ETF 20

S&P 500


[05/25/2008, 21:00] Fund of the Week: DJP iPath Dow Jones-AIG Commodity Idx TR ETN
For the second time this month, DJP iPath Dow Jones-AIG Commodity Idx TR ETN had the best one week performance, up 1.60%. It was the only fund up more than 1% and was up more than twice as much as the second best fund, BTTRX American Century Target Mat 2025 My Post , which was up 0.71%.

The rest of the funds in positive territory for the week were bond funds.

DJP also has the best year to date performance of the 90+ funds I track.

Most of the funds were down with SSREX SSgA Tuckerman Active. REIT My Post suffering the biggest loss at -5.09%. All the Real Estate Funds in my portfolios were in the bottom 10 for the wee.


[05/24/2008, 20:57] Portfolio Update 5/23/08: Driven to Tears
When the best performing portfolio in my experiment is down over 2% in 5 days, I'm almost driven to tears.

This is the first week out of the last 52+ updates when the best performng and worst performing portfolios were the same for Friday's performance, the previous week's performance, performance since May 1st, 2007, and year-to-date.


And no surprise to me, the best performing was the WylieMoney 20 Mostly Managed portfolio and the worst performing portfolio was the S&P 500 as represented by an investment in SPY. Not that the WylieMoney 20 portfolio only beat the Lazy 20 portfolio by .01%.


WylieMoney 20 Mostly Managed

WylieMoney Slowly

Lazy 20 Mostly Index

Three Fund Index

ETF 20

S&P 500







 



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