Sunday, September 25, 2005

ETF Portfolio - Margarita

Here is another ETF portfolio from MarketWatch. This one is called the "Margarita Portfolio", due to it's three equal parts. This one is also from Scott Burns who created the "Couch Potatoe Portfolio".

AllocationFundSymbol
33%Total Stock Market IndexVTSMX
33%Total International Stock IndexVGTSX
33%Inflation Protected Securities FundVIPSX

  • One-year return of 12.75% vs. the S&P 500 return of 8.4%
  • 3-year return of 10% vs. the S&P 500 return of 6%

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