Comments on: Introducing the Sleepy Portfolio

By: davidpritchard.org: personal » A passive Canadian's portfolio

davidpritchard.org: personal » A passive Canadian's portfolio — Wed, 13 Jan 2010 03:24:32 +0000

[...] also: canadiancapitalist’s sleepy portfolio and its performance for several [...]

By: Lost Decade? Depends on who you ask | Canadian Capitalist

Lost Decade? Depends on who you ask | Canadian Capitalist — Mon, 11 Jan 2010 04:31:37 +0000

[...] exposure to US and EAFE stocks, you earned real returns that, albeit modest, are positive. Even the Sleepy Portfolio, which has a 45% combined allocation to US and EAFE markets, managed to return 2.4% over the past [...]

By: Beginning Investment Strategies to Consider

Beginning Investment Strategies to Consider — Wed, 23 Dec 2009 14:02:24 +0000

[...] Canadian Capitalist took his inspiration from other lazy portfolios and created the sleepy portfolio (a “fire and forget” portfolio for large sums of money, if you get a surprise inheritance this [...]

By: Sleepy Portfolio 3Q-2009 Report Card | Canadian Capitalist

Sleepy Portfolio 3Q-2009 Report Card | Canadian Capitalist — Mon, 21 Dec 2009 22:30:45 +0000

[...] I took early October off to attend to personal matters, I forgot to provide an update on how the Sleepy Portfolio performed in 3Q of 2009. Not that it matters. The entire point of a Sleepy Portfolio is that it [...]

By: Beginning Investment Strategies to Consider

Beginning Investment Strategies to Consider — Tue, 15 Sep 2009 13:46:43 +0000

[...] Canadian Capitalist took his inspiration from other lazy portfolios and created the sleepy portfolio (a “fire and forget” portfolio for large sums of money, if you get a surprise [...]

By: Sleepy Portfolio 2Q-2009 Report Card | Canadian Capitalist

Sleepy Portfolio 2Q-2009 Report Card | Canadian Capitalist — Thu, 02 Jul 2009 03:44:14 +0000

[...] 1st, 2009 · I’ve been tardy in keeping the Sleepy Portfolio in line with the target allocation (cash — 5%, bonds — 20%, stocks — 70% and [...]

By: Steadyhand Mutual Funds | Canadian Capitalist

Steadyhand Mutual Funds | Canadian Capitalist — Tue, 19 May 2009 03:17:00 +0000

[...] 18th, 2009 · While I have repeatedly written about my preference for passive, low-cost investing using ETFs or index mutual funds and that, in my opinion, the vast majority of mutual funds are hazardous to [...]

By: Investment Strategies I - Passive Investing | Million Dollar Journey

Investment Strategies I - Passive Investing | Million Dollar Journey — Mon, 11 May 2009 17:32:52 +0000

[...] The Sleepy Portfolio [...]

By: Why this bear market isn’t as bad as you imagine

Why this bear market isn’t as bad as you imagine — Mon, 27 Oct 2008 01:18:35 +0000

[...] Sleepy Portfolio is an aggressive portfolio with 25% in bonds and cash. The portfolio is down 24% over the past [...]

By: Metasure

Metasure — Tue, 14 Oct 2008 04:38:04 +0000

You have 20% in Canada? That is more than what you have tracking the MSCI EAFE even though the MSCI EAFE has a much larger market cap. I don’t get why so many indexers have a home bias. If you want marker cap weighting within an index, why not demand it between indexes?