Saturday, August 16, 2008

Model Portfolios Versus Top Rated Funds

Just for the fun of it, I thought I would compare the performance of my model portfolios against 5-star mutual funds.  For me, the results aren't surprising - the models beat the mutual funds hands down.  If I could only get someone to pay me a fund manager's salary to run my models!

Table 

 

My Canadian models started on 09/05/07 so a 1 year return isn't possible.  Also, neither GlobeInvestor.com nor Morningstar.ca provide a YTD return in the table that is generated for the performance of 5-star funds.

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