Recently, I was check for mutual fund options, stumped up on an investment strategy called ''Coffeehouse Investor''. Here is it's portfolio:
| Vanguard 500 | VFINX | 10% |
| V. Value Index | VIVAX | 10% |
| V. Small Cap Index | NAESX | 10% |
V. Small Cap Value
| VISVX | 10% |
| V. REIT | VGTSX | 10% |
| V. int.Bond Index | VBIIX | 20% |
| V. total Bond Index | VBMFX | 30% |
Apparently, by investing in Index funds, this portfolio has outperformed 95% of the Wall Street big name mutual funds. Here is the list of its returns
|
|
| 1992 |
| 9.57% |
| 1993 |
| 15.64% |
| 1994 |
| -0.58% |
| 1995 |
| 22.89% |
| 1996 |
| 14.53% |
| 1997 |
| 17.95% |
| 1998 |
| 6.88% |
| 1999 |
| 8.30% |
| 2000 |
| 7.25% |
| 2001 |
| 1.88% |
| 2002 |
| -5.55% |
| 2003 |
| 23.56% |
| 2004 |
| 14.18% |
| | 2005 |
| 5.97% |
| | 2006 |
| 15.002% |
| ANNUALIZED |
|
|
|
| 16 YEAR RETURN |
|
| 11% |
No comments:
Post a Comment