MyPlanIQ
Major Brokerage Investor
Aronson Family Taxable Lazy Portfolio
Investment Options
| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.08%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 3.4% | 12.7% | 0.2% | 6.0% | 5.1% | 6.0% |
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| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 2.2% | 10.1% | 0.9% | 5.6% | 4.8% | 5.8% |
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| P Ted Aronson Lazy Portfolio Annual Rebalancing | 5.6% | 11.6% | 1.8% | 6.1% | 6.2% |
Description
The plan consists of 11 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income and Foreign Equity.
This portfolio mimics Ted Aronson's family taxable account. This lazy portfolio is tracked by MarketWatch.com's lazy portfolios, maintained by Paul Farrel.
The portfolio consists of the following index funds:
- 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)
Notably, the portfolio has allocations in emerging markets, high yield corporate bonds and long term US treasury bonds, all of which are on high risk spectrum. The long term treasury bond has proved to be a good diversifier in the recent history.
See also
- Paul Farrel, Lazy Portfolios. MarketWatch.com
- Kirk's report on lazy portfolio: http://www.thekirkreport.com/lazy_portfolios/index.html
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