Total Available Funds: | 8 |
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Total Available Funds: | 8 |
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Total Available Funds: | 8 |
- 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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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* |
|
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Click for Portfolio Details or Follow | 0.2% | 9.3% | 5.1% | 5.2% | 5.0% | 5.1% |
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Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | -1.1% | 5.6% | 4.4% | 5.3% | 3.7% | 3.5% |
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Tactical Asset Allocation: Click here to see this strategy description | |||||||
Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | -0.1% | 13.4% | 6.2% | 7.5% | 4.4% | 4.9% |
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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* |
|
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Click to Create Model Portfolio | ||||||
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** 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* |
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Strategic Asset Allocation Risk Profile 0 | 10.4% | 15.5% | 9.7% | 12.2% | 7.4% |
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Tactical Asset Allocation Risk Profile 0 | 2.4% | 13.9% | 7.8% | 12.0% | 6.6% |
Professor Siegel`s Lazy WisdomTree ETFs Original Portfolio | -1.5% | -4.2% | 1.1% | 4.3% | 3.0% |
Paul Farrell at MarketWatch.com first proposed this portfolio in 2007. This portfolio uses all WisdomTree's fundamental weighted ETFs. Jeremy Siegel, a Yale Professor, is instrumental in constructing these ETFs. The following is the list of funds:
- 20% in DEFA Index (DWM)
- 15% in Total Dividend Index (DTD)
- 15% in Earnings Index (EXT)
- 10% in High-Yield Equity Index (DHS)
- 10% in DEFA High-Yield Equity Index (DTH)
- 10% in International Energy Sector (DKA)
- 10% in International Consumer Non-Cyclical Index (DPN)
- 10% in Low P/E Index (EZY)
You can also find more information on Kirk's Report here.
NOTE: since this plan only consists of equity ETFs, we have created two risk profile 0 model portfolios instead of using moderate portfolios (risk profile 40).
Please compare with the actual lazy portfolio with this plan's model portfolios.