Blog  > External Blog  > Model Portfolios Versus Top Ra...

Blog Post

fpenney [42]

Start tracking!

You are not tracking fpenney.

<< Previous Post     Next Post >>

16-Aug-08

Model Portfolios Versus Top Rated Funds

Just for the fun of it, I thought I would compare the performance of my model portfolios against 5-star mutual funds.  For me, the results aren't surprising - the models beat the mutual funds hands down.  If I could only get someone to pay me a fund manager's salary to run my models!

Table 

 

My Canadian models started on 09/05/07 so a 1 year return isn't possible.  Also, neither GlobeInvestor.com nor Morningstar.ca provide a YTD return in the table that is generated for the performance of 5-star funds.

 

Posted at 11:27 in External Blog  |   Permalink  |   Comments ()     |  Top

AddThis Social Bookmark Button
 
 
 

 

Categories

External Blog (103)

Holding Rationales (50)

Holding Tags

ACAS (2)

AIRT (1)

AMX (6)

AP (2)

APFC (1)

DBC (2)

HNR (1)

IAU (3)

IEF (4)

KEG (2)

OMG (2)

PSQ (3)

QLD (55)

RIG (1)

RWM (7)

SBUX (2)

SIM (6)

TBSI (2)

TIP (7)

TSM (2)

UBS (1)

USU (2)

XL (1)

Other Stock Tags

MER (1)

MO (1)

QID (2)

QQQQ (5)

SSO (1)

TTM (4)

 

Archives

Nov 2008 (16)

Oct 2008 (17)

Sep 2008 (12)

Aug 2008 (14)

Jul 2008 (9)

Jun 2008 (10)

May 2008 (13)

Apr 2008 (13)

Mar 2008 (18)

Feb 2008 (16)

Sep 2007 (8)

Aug 2007 (7)