Esempi lazy portfolios americani

Esempi di rendimento sul mercato americano di "lazy portfolios" o "gone fishing portfolio", confrontati con l'indice S&P500; i dati sono tratti da un articolo di PAUL B. FARRELL sul sito MarketWatch
http://www.marketwatch.com/news/story/lazy-portfolios-can-whip-coming/story.aspx?guid={C65FFB56-F168-427E-A22A-492D5F1EEB86}&dist=morenews

Portfolio	Equity %	No. of funds	1-year return	3-year annualized return	5-year annualized return
Second Grader's Starter	90	3	-2.67%	11.06%	13.18%
Aronson Family Taxable	80	11	2.77	13.83	16.37
Yale U's Unconventional	70	6	-0.35	9.96	12.54
Margaritaville	67	3	2.78	10.80	12.42
FundAdvice Ultimate Buy & Hold	60	11	2.02	10.66	12.44
Dr. Bernstein's No-Brainer	75	4	-2.79	9.58	11.74
Dr. Bernstein's Smart Money	60	9	-1.79	8.57	10.57
Coffeehouse	60	7	-2.57	7.66	10.09
S&P 500	100	n/a	-6.70	7.57	9.77

Composizione del Coffeehouse portfolio

Fund	Allocation	1-year return	3-year annualized return	5-year annualized return
Vanguard 500 Index	10%	-6.78%	7.44%	9.63%
Vanguard REIT Index	10%	-12.37	10.54	16.94
Vanguard Small Cap Index	10%	-8.16	9.10	14.08
Vanguard Small Cap Value Index	10%	-12.27	6.86	13.41
Vanguard Total Bond Market Index	40%	6.40	4.08	3.67
Vanguard Total International Stock Index	10%	1.64	19.11	21.21
Vanguard Value Index	10%	-13.33	7.20	10.95
Total portfolio	100%	-2.57	7.66	10.09