Vanguard LifeStrategy....

masonic

TheTracker wrote: »

Mid year 2016 update, folks.

YTD return for Ryan the Futuristic Active Soothsayer's portfolio stands at 1.4% (equal weighted) or 0.2% (allocated as declared, with a new year rebalance), compared with Vanguard LifeStrategy at 3.4%. Before fees/costs. (My simple 60/40 portfolio of trackers with a small/value tilt is at 5.0% ytd)

Interesting. Of course, the other strategy he loved to advocate was Mebane Faber's asset allocation by CAPE, as executed in the GVAL ETF. It seems he would have been a bit better off if he had invested in GVAL, which returned 4.3% over the past 6 months. The only catch is that over 2 years the annuallised return is still -10% and it is 22% down since inception.

TheTracker

TheTracker wrote: »

Ryan F appeared like a whirlwind in mid-2014, like the Sage of South London with all his tips and graphs and wealth of insight.

He disappeared early 2015 after being rumbled. Let's see how his portfolio did YTD, just before the end of 2015.

...

equally weighted comes to 0.7% for the year.
And weighted Murray 20%, Edi 28%, Woodford 12%, Rest 40% it comes to 1.87%.
A little less than his confident 10-12% forecast.

...

Vanguard Lifestrategy 60/40, the topic of this thread, and which he held such venom for, is up 1.13% for the year.

So, 2015 was 0.7% (equal weighted) and 1.87% (as declared) vs VLS60 at 1.13%.

So, YTD for 2016? That appears to come to 17% (equal weighted) and 9.4% (as declared) vs VLS60 at 17% and VLS100 at 28%.

So, even in the biggest value spurt for a while, value's biggest touter was beat by a fettered fund of plain old trackers.

I shan't bother keeping track from here. Unless he comes back :-)