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ETF Investing Portfolios - April 2008

ETF Investing Portfolio

 

 

% Return

Insightful

Fund Name

Symbol

Type

Qtr

1 Yr

3 Yr

5 Yr

Allocation

iShares Lehman TIPS Bond (TIP)

TIP

IPB

3.97

13.47

6.21

 

8%

iShares Lehman 1-3 Year Treasury Bond (SHY)

SHY

STB

2.59

8.68

5.20

3.45

8%

PowerShares High Yield Corporate Bond (PHB)

PHB

HYB

(4.81)

 

 

 

8%

PowerShares Emerging Mkts Sovereign Debt (PCY)

PCY

EMB

0.22

 

 

 

8%

iShares Cohen & Steers Realty Majors (ICF)

ICF

RE

8.92

(14.01)

15.14

20.30

4%

PowerShares DB Commodity Idx Trking Fund (DBC)

DBC

Sector

12.71

43.66

 

 

6%

PowerShares DB Precious Metals (DBP)

DBP

Sector

5.28

26.96

 

 

6%

PowerShares Global Clean Energy (PBD)

PBD

Sector

(17.03)

 

 

 

6%

iShares MSCI EAFE Index (EFA)

EFA

Intl

(5.52)

(0.23)

14.42

21.53

4%

iShares MSCI Emerging Markets Index (EEM)

EEM

Intl

(7.16)

21.30

28.69

 

4%

PowerShares DWA Dev Mrkts Technical Ldrs (PIZ)

PIZ

Intl

(3.82)

 

 

 

4%

PowerShares Value Line Industry Rotation (PYH)

PYH

LCC

(9.85)

(1.85)

 

 

4%

PowerShares QQQ (QQQQ)

QQQQ

LCG

(10.92)

5.06

8.36

12.82

4%

Powershares S&P 500 BuyWrite (PBP)

PBP

LCV

(2.76)

 

 

 

4%

MidCap SPDRs (MDY)

MDY

MCC

(5.49)

(4.45)

8.00

15.23

2%

PowerShares DWA Technical Leaders (PDP)

PDP

MCC

3.81

2.60

 

 

2%

iShares Russell Midcap Value Index (IWS)

IWS

MCV

(4.38)

(11.27)

7.71

17.11

2%

iShares Russell 2000 Index (IWM)

IWM

SCC

0.02

(10.13)

6.31

15.32

2%

iShares Russell Microcap Index (IWC)

IWC

SCC

4.75

(18.27)

 

 

2%

iShares Russell 2000 Growth Index (IWO)

IWO

SCG

(11.47)

(5.35)

7.03

14.58

2%

Money Market Fund

 

MM

1.15

4.97

4.22

2.92

10%

Portfolio Return

 

 

(10.98)

8.54

9.16

8.00

100%

Combined ETF & Mutual Fund Portfolio

 

 

% Return

Insightful

Fund Name

Symbol

Type

Qtr

1 Yr

3 Yr

5 Yr

Allocation

iShares Lehman TIPS Bond (TIP)

TIP

IPB

3.97

13.47

6.21

 

10%

iShares Lehman 1-3 Year Treasury Bond (SHY)

SHY

ITB

2.59

8.68

5.20

3.45

10%

Julius Baer Global High Income

BJBHX

HYB

(2.12)

(0.64)

6.37

9.65

8%

Fidelity New Markets Income

FNMIX

EMB

0.02

3.54

10.00

12.41

10%

iShares Cohen & Steers Realty Majors (ICF)

ICF

RE

8.92

(14.01)

15.14

20.30

6%

Alpha Hedged Strategies

ALPHX

Hdg

(5.49)

(1.22)

4.82

6.26

6%

1st Source Monogram Long/Short

FMLSX

L/S

(2.36)

2.34

7.14

  

6%

Rydex Managed Futures

RYMFX

MF

5.57

12.92

 

 

8%

Julius Baer International Equity

BJBIX

Intl

(7.91)

3.09

18.31

24.49

2%

Fidelity International Discovery

FIGRX

Intl

(11.47)

2.10

15.88

23.50

2%

iShares MSCI Emerging Markets Index (EEM)

EEM

Intl

(7.16)

21.30

28.69

 

4%

Rydex Sector Rotation

RYSRX

LCC

(14.94)

1.50

9.99

14.31

2%

PowerShares QQQ (QQQQ)

QQQQ

LCG

(10.92)

5.06

8.36

12.82

2%

1st Source Monogram Income Equity

FMIEX

LCV

(5.45)

3.22

11.37

17.86

2%

Fidelity Leveraged Company Stock

FLVCX

MCC

(8.82)

0.34

12.36

28.29

2%

Allianz CCM Mid Cap

PMCDX

MCG

(12.93)

(0.28)

7.43

14.34

2%

iShares Russell Midcap Value Index (IWS)

IWS

MCV

(5.24)

(11.27)

7.71

17.11

2%

Royce Micro-Cap Inv

RYOTX

SCC

(7.89)

(5.67)

11.83

20.69

2%

Turner Emerging Growth

TMCGX

SCG

(13.08)

(0.92)

9.53

20.18

2%

Allianz NFJ Small Cap Value D

PNVDX

SCV

(3.72)

(2.41)

9.80

17.57

2%

Money Market Fund

 

MM

1.15

4.97

4.22

2.92

10%

Portfolio Return

 

 

(1.22)

4.02

9.02

10.33

100%

 

Basic ETF Diversified Portfolio

 

 

1/1/2008

% Return

4/1/2008

Exchange Traded Fund (ETF)

 

Category

Allocation

3 Mo

1 Yr

Allocation

iShares Barclays 1-3 Year Treasury Bond

SHY

STB

20%

2.59

8.68

20%

iShares Barclays 7-10 Year Treasury

IEF

IGB

10%

5.11

14.30

12%

iShares Barclays TIPS Bond

TIP

IPB

10%

3.97

13.47

12%

iShares Barclays Aggregate Bond

AGG

ITB

10%

1.57

6.84

12%

SPDRs S&P 500 Index

SPY

LC

4%

(6.11)

(1.90)

3%

PowerShares Nasdaq 100 QQQQ

QQQQ

LCG

4%

(10.92)

5.06

3%

DIAMONDS DJIA

DIA

LCV

4%

(4.37)

4.24

3%

MidCap SPDRs

MDY

MC

4%

(5.49)

(4.45)

3%

iShares Russell Midcap Growth Index

IWP

MCG

4%

(7.94)

(1.64)

3%

iShares Russell Midcap Value Index

IWS

MCV

4%

(5.24)

(11.27)

3%

iShares Russell 2000 Index

IWM

SC

3%

(6.61)

(10.13)

3%

iShares Russell 2000 Growth Index

IWO

SCG

3%

(9.68)

(5.35)

3%

iShares Russell 2000 Value Index

IWN

SCV

3%

(2.99)

(14.26)

3%

iShares Russell Microcap Index

IWC

SC

3%

(9.53)

(18.27)

3%

iShares MSCI EAFE Index

EFA

Intl

6%

(5.52)

(0.23)

6%

iShares MSCI Emerging Markets Index

EEM

EE

4%

(7.16)

21.30

4%

iShares Dow Jones US Real Estate

IYR

RE

4%

5.11

(16.36)

4%

Portfolio Performance

 

 

100%

(1.30)

3.54

100%

Average Performance

 

 

 

(3.72)

(0.59)

 

60% Stocks (SPY)/ 40% Bonds (AGG)

 

 

 

(3.04)

1.60

 

* Funds Closed to New Investors in Green, New Funds This Quarter in Blue, Funds Replaced This Quarter in Red

 

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