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Thursday, April 05, 2007
WisdomTree Lazy Portfolio
I have yet another lazy portfolio to share with you. After receiving numerous requests from readers, Paul Farrell has put together a lazy portfolio using WisdomTree Funds based on Jeremy Siegel's research. Here's the portfolio allocation:
WisdomTree Lazy Portfolio:
- 20% in DEFA Index (DWM)
- 15% in Total Dividend Index (DTD)
- 15% in Earnings Index (EXT)
- 10% in High-Yield Equity Index (DHS)
- 10% in DEFA High-Yield Equity Index (DTH)
- 10% in International Energy Sector (DKA)
- 10% in International Consumer Non-Cyclical Index (DPN)
- 10% in Low P/E Index (EZY)
For more information: 1
As some of you already know, within my own retirement portfolio I started using the WisdomTree International SmallCap Fund (DLS) this year which is currently up +10.5% year-to-date. Although Paul didn't add this fund to the lazy portfolio (though I personally think he should have), this portfolio has a pretty decent chance of success based on some preliminary backtesting I've completed this week.
As this clearly shows, I suspect we're going to see some very appealing lazy portfolios in the coming years!
Posted by Kirk at 11:53 AM in Lazy Portfolio | Bookmark | Feeds | Link |