To conclude this weeks look at Mr. Markets "largest" fund portfolios I did a scan of the 25 largest funds according to MarketWatch as of 8-25-2010. The big difference with the USA list is the inclusion of 8 money market funds that held 673 Billion dollars yesterday. Two of these did not have 5yr data so the scan has only 23 funds. The Balanced portfolio has a slightly smaller APR and slightly larger Sharpe ratio than the USA funds because of the money market funds. The conclusion is the same, Mr. Market has made more money with less risk the last 5 years than any target date retirement fund. The gold ETF helped a bit.
To conclude this weeks look at Mr. Markets "largest" fund portfolios I did a scan of the 25 largest funds according to MarketWatch as of 8-25-2010. The big difference with the USA list is the inclusion of 8 money market funds that held 673 Billion dollars yesterday. Two of these did not have 5yr data so the scan has only 23 funds. The Balanced portfolio has a slightly smaller APR and slightly larger Sharpe ratio than the USA funds because of the money market funds. The conclusion is the same, Mr. Market has made more money with less risk the last 5 years than any target date retirement fund. The gold ETF helped a bit.
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