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Professor Siegel`s Lazy WisdomTree ETFs Portfolio
Investment Options
| 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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Average Expense Ratio: 0.4%
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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* |
|
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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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* 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* |
| 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% |
Description
The plan consists of 8 funds. It covers 2 major asset classes and 5 minor asset classes. The major asset classes it covers are Foreign Equity and US Equity.
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.
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