Feb 2021 Passive Portfolio Performance
Overall, the market has been trending higher. We saw some pretty volatile days in January, but overall the market has been heading higher. Investors invested in the total stock market have seen their portfolios grow.
So how have the passive portfolio’s performed since I last had a look in December of 2020? This post will review that in more detail.
The Passive Portfolios
As a reminder, the passive portfolios that are tracked on this site include the following:
- The Boglehead Three-Fund Portfolio (learn more here)
- The Coffeehouse Investor (learn more here)
- The All-Weather Portfolio (learn more here)
- The Harry Browne Permanent Portfolio (learn more here)
- The Paul Merriman Buy& Hold Portfolio (learn more here)
Check out the links below for more information on the passive portfolio strategies tracked and the books where the strategies are outlined.
Passive Portfolio Review
I use Morningstar to keep track of these portfolios. I find that it is an easy and quick way to see how they have been performing compared to a straight up investment in the S&P500 ($SPY).
The Paul Merriman Buy& Hold Portfolio
The All-Weather Portfolio
The Boglehead 3-Fund Portfolio
Coffeehouse Investor
The Harry Browne Permanent Portfolio
Summary
Overall, not one of the passive portfolios performed better than a straight up investment in the $SPY. However, if you look at the profiles for each equity graph, there are definitely less drawdowns.
That is the real benefit of a passive, diversified portfolio – protection when the proverbial crap hits the fan and the market tanks.
