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How Did You Do In A Bad Market?

Here are the YTD returns through June 30, 2008 for the Smart Investor portfolios set forth in both the U.S. and Canadian editions of my book.

You may find it of interest to compare these results with your portfolio, which is likely being managed by hyperactive brokers, using hyperactively managed funds.

However, if you do so, remember this:

Short term data really is not predictive of future results!

U.S. Returns – January 1-June 30, 2008
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
-1.21% -3.71% -6.20% -8.70%

Canadian Returns - January 1 -June 30, 2008
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
0.86% -3.72% -6.57% -9.43%

 

U.S. Returns – January 1- March 31, 2008
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
0.08% -2.25% -4.57% -6.89%

Canadian Returns - January 1 - March 31, 2008
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
0.02% -2.75% -5.53% -8.31%

U.S. Returns – Year-End 2007
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
7.24% 7.55% 7.87% 8.18%

Canadian Returns - Year-End 2007
 

Low Risk
20/80		 Medium-Low Risk
40/60		 Medium-High Risk
60/40		 High Risk
80/20
3.30% 3.30% 3.31% 3.31%


U.S. returns are for the Vanguard portfolios, as set forth at page 122 of The Smartest Investment Book You'll Ever Read.

Canadian returns are for the model portfolios set forth at page 130 of the Canadian Edition of The Smartest Investment Book You'll Ever Read.