Hayden's Blueprint for a Model Portfolio of Funds

In my last column, I explained how I make handwritten ledger entries every week on the performance of 421 mutual funds. I've been doing it for nine years, and it's my way of keeping a steady eye on the managers of those funds.

I promised that this week I would tell you how to build a model portfolio out of that pool of 421 funds, so I will. Let's start with the portfolio. It consists of six funds.

Hayden's Model Portfolio
FUND	% of Portfolio	YTD Return	Manager
(TVAFX Quote)Thornburg Value	25%	6%	Bill Fries
(WOGSX Quote)White Oak Growth	25	20	Jim Oelschlager
(HFMCX Quote)Hartford Midcap	20	27	Phillip Perelmuter
(VGHCX Quote)Vanguard Health Care	10	48	Ed Owens
(TVFQX Quote)Firsthand Technology Value	10	11	Kevin Landis
(ARTIX Quote)Artisan International	10	-11	Mark Yockey
Source: Morningstar. Returns through Oct. 30

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