Portfolio Performance Comparison (as of 7/30/2012)
*: NOT annualized
**YTD: Year to Date
*: NOT annualized
**YTD: Year to Date
The latest detailed comparison link>>
Readers are advised that some of portfolios might have different risk profile. For example, Swensen’s lazy portfolio has only 30% in fixed income. Readers should take this factor into account for the above performance results. Furthermore, some portfolios are using ETFs and others are using mutual funds. This again can cause some inaccuracy for the comparison.
As a side note, MyPlanIQ SAA portfolios usually outperform their original lazy portfolio counterparts. This is especially true for longer period of time. Readers are encouraged to look at the latest detailed comparison link to compare the results for longer periods such as since inception. This is again indicate that MyPlanIQ’s fund selection improve performance. For example, in MyPlanIQ SAA, all four funds in US stocks for FundAdvice lazy portfolio belong to the same major asset, US stocks. At a monthly rebalance time, two out of these four funds are selected. Effectively, MyPlanIQ’s fund selection serves as fund rotation for US stock funds in this portfolio.
Please login or register an account to view the newsletter