ETF Investment Portfolios January 2015

Here are our favorite Exchange Traded Fund – ETF Investment Portfolios for January 2015.

ETF / Fund Name  Allocation% ReturnAllocation
ETF Investing PortfolioTickerClass10/1/20143 Mo1 Yr1/1/2015
Money Market FundMM2%0.00.12%
iShares Barclays 1-3 Year Credit BondCSJSTB8%0.20.78%
PIMCO Total Return ETFBONDITB6%1.76.66%
iShares Barclays 0-5 Year TIPS BondSTIPIPB8%(1.5)(1.2)8%
iShares Core Total US Bond Market ETFAGGITB6%1.96.06%
SPDR Barclays High Yield BondJNKHYB3%(2.5)0.33%
SPDR Barclays International Corporate BondIBNDGB4%(2.7)(5.1)4%
PowerShares Emerging Markets Sovereign DebtPCYEB3%0.19.23%
PowerShares Nasdaq 100QQQLCG3%4.919.23%
SPDR S&P DividendSDYLCV3%5.811.13%
SPDR S&P MidCap 400MDYMCC3%6.39.43%
WisdomTree MidCap EarningsEZMMCC3%6.38.43%
iShares Core S&P Small-Cap ETFIJRSCC3%9.85.93%
WisdomTree SmallCap EarningsEESSCC3%9.12.43%
iShares Russell Microcap IndexIWCMIC2%11.64.02%
iShares MSCI ACWI ex US IndexACWXIntl4%(4.4)(5.1)4%
SPDR S&P International Small CapGWXIntl4%(5.6)(7.8)4%
iShares MSCI Emerging Mkt Min Vol IndexEEMVEE4%(3.9)(0.2)4%
WisdomTree Emerging Mkts Small Cap DivDGSEE2%(6.1)(3.5)2%
iShares Dow Jones US Real EstateIYRRE6%12.226.76%
ProShares RAFI Long/ShortRALSL/S8%0.70.38%
Morgan Creek Global Tactical AAGTAAHdg4%1.53.44%
VelocityShares Volatility Hdgd Lg Cp ETFSPXHHdg4%2.27.84%
Proshares Managed Futures StrategyFUTSCom4%5.70.04%
Portfolio Return / Value100%1.94.0100%
ETF and Mutual Fund PortfolioTickerClass10/1/20143 Mo1 Yr1/1/2015
Money Market FundMM0.00.1
Baird Short-Term BondBSBSXSTB4%0.11.34%
iShares Barclays 3-7 Year Treasury BondIEIIGB4%1.33.24%
iShares Barclays 0-5 Year TIPS BondSTIPIPB4%(1.5)(1.2)4%
Metropolitan West Total Return BondMWTRXITB6%1.55.86%
Wells Fargo Short Term High Yield BondSTHBXHYB4%0.10.54%
Dreyfus International BondDIBAXGB6%(0.7)3.66%
Payden Emerging Markets Bond AdviserPYEWXEB4%(2.2)5.04%
SEIX Floating Rate High Income **SAMBXFRB4%(0.8)0.84%
Metropolitan West Unconstrained BondMWCRXAB4%0.23.44%
Parnassus Core Equity InvestorPRBLXLCC2%6.314.52%
PowerShares Nasdaq 100QQQLCG2%4.919.22%
SPDR S&P DividendSDYLCV2%5.811.12%
WisdomTree MidCap EarningsEZMMCC2%6.38.42%
Congress Mid Cap Growth RetailCMIDXMCG2%8.611.22%
WisdomTree MidCap DividendDONMCV2%8.015.32%
WisdomTree SmallCap EarningsEESSCC2%9.12.42%
iShares S&P SmallCap 600 GrowthIJTSCG2%9.14.02%
Aston/Silvercrest Small CapASCTXSCV2%10.04.32%
Westcore Micro Cap OpportunityWTMIXMIC2%11.32.52%
FMI InternationalFMIJXIntl4%0.54.64%
Wasatch International OpportunitiesWAIOXIntl4%(3.6)3.14%
Harding Loevner Emerging MarketsHLEMXEE2%(3.9)(1.7)2%
Driehaus Emerging Markets Small CapDRESXEE2%(2.0)5.82%
Harding Loevner Frontier Emerg MktsHLMOXEE2%(8.1)5.82%
AMG Managers Real Estate SecuritiesMRESXRE4%15.331.54%
Third Avenue Real Estate Value InvestorTVRVXRE2%4.812.92%
Invesco Balanced-Risk Allocation**ABRZXHdg5%1.95.55%
Diamond Hill Long-Short **DIAMXL/S5%2.97.25%
Hancock Horizon Quant Long/Short **HHQAXL/S5%5.88.75%
AQR Managed Futures StrategyAQMNXMF5%9.79.35%
Portfolio Return / Value100%2.86.5100%
Easy ETF PortfolioTickerClass10/1/20143 Mo1 Yr1/1/2015
Money Market FundMM2%0.00.12%
iShares Barclays 1-3 Year Credit BondCSJSTB10%0.20.710%
iShares Barclays 0-5 Year TIPS BondSTIPIPB8%(1.5)(1.2)8%
iShares Barclays Intermediate Credit BondCIUITB10%0.83.910%
PowerShares International Corporate BondPICBITB10%(1.6)(1.2)10%
SPDR S&P DividendSDYLC6%5.811.16%
PowerShares Nasdaq 100QQQLC6%4.919.26%
WisdomTree MidCap EarningsEZMMC10%6.38.410%
WisdomTree SmallCap EarningsEESSC8%9.12.48%
PowerShares Intl Dividend AchieversPIDIntl12%(4.7)(1.3)12%
iShares MSCI Emerging Mkt Min Vol IndexEEMVEE6%(3.9)(0.2)6%
iShares Dow Jones US Real EstateIYRRE6%12.226.76%
Proshares Managed Futures StrategyFUTSMF6%5.70.06%
Portfolio Return / Value100%2.14.5100%

Be Sociable, Share!