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Investing Newsletter, Top Mutual Funds, Mutual Fund Ratings

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%

 

Watch List of the Best Exchange Traded Funds (ETFs) to consider for your Investment Portfolio.

Basic Diversified Portfolio

Exchange Traded Fund (ETF)

Category

Allocation

Qtr

1 Yr

3 Yr

New

SPDRs (SPY)

Large Blend

3.0%

(6.11)

(1.90)

7.13

2.0%

iShares Russell 1000 Growth Index (IWF)

Large Growth

3.0%

(7.22)

2.04

7.53

2.0%

PowerShares QQQ (QQQQ)

Large Growth

3.0%

(10.92)

5.06

8.36

4.0%

iShares Russell 1000 Value Index (IWD)

Large Value

3.0%

(4.92)

(6.61)

7.30

2.0%

DIAMONDS Trust, Series 1 (DIA)

Large Value

3.0%

(4.37)

4.24

8.93

2.0%

MidCap SPDRs (MDY)

Mid-Cap Blend

4.0%

(5.49)

(4.45)

8.00

3.0%

iShares Russell Midcap Index (IWR)

Mid-Cap Blend

4.0%

(6.54)

(6.20)

8.52

3.0%

iShares Russell Midcap Growth Index (IWP)

Mid-Cap Growth

4.0%

(7.94)

(1.64)

8.91

3.0%

iShares Russell Midcap Value Index (IWS)

Mid-Cap Value

4.0%

(5.24)

(11.27)

7.71

3.0%

iShares Russell 2000 Index (IWM)

Small Blend

3.0%

(6.61)

(10.13)

6.31

3.0%

iShares Russell 2000 Growth Index (IWO)

Small Growth

3.0%

(9.68)

(5.35)

7.03

3.0%

iShares Russell 2000 Value Index (IWN)

Small Value

3.0%

(2.99)

(14.26)

5.50

3.0%

iShares Russell Microcap Index (IWC)

Small Blend

3.0%

(9.53)

(18.27)

 

3.0%

iShares MSCI EAFE Index (EFA)

International

8.0%

(5.52)

(0.23)

14.42

8.0%

iShares MSCI Emerging Markets Index (EEM)

Emerging Markets Stock

6.0%

(7.16)

21.30

28.69

4.0%

iShares Dow Jones US Real Estate (IYR)

Real Estate

3.0%

5.11

(16.36)

11.11

4.0%

iShares Lehman TIPS Bond (TIP)

Inflation-Protected Bond

10.0%

3.97

13.47

6.21

12.0%

iShares Lehman 7-10 Year Treasury (IEF)

Long Government

10.0%

5.11

14.30

7.13

12.0%

iShares Lehman Aggregate Bond (AGG)

Intermediate-Term Bond

10.0%

1.57

6.84

4.89

12.0%

iShares Lehman 1-3 Year Treasury Bond (SHY)

Short Government

10.0%

2.59

8.68

5.20

12.0%

Average Performance

 

100.0%

(4.09)

(1.04)

8.89

100.0%

Portfolio Performance

 

 

(2.27)

2.80

8.89

 

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

 

 

(3.04)

1.60

6.23

 

 

 

 

 

 

 

 

Diversified Country Portfolio

Exchange Traded Fund (ETF)

Category

Allocation

Qtr

1 Yr

3 Yr

New

iShares MSCI EAFE Index (EFA)

Foreign Large Blend

0.0%

-5.52

-0.23

14.42

0.0%

iShares MSCI Emerging Markets Index (EEM)

Emerging Markets Stock

0.0%

-7.16

21.30

28.69

0.0%

iShares S&P Latin America 40 Index (ILF)

Latin America Stock

0.0%

5.28

48.93

49.18

0.0%

iShares MSCI Brazil Index (EWZ)

Latin America Stock

20.0%

-1.02

64.73

53.68

10.0%

iShares MSCI Mexico Index (EWW)

Latin America Stock

0.0%

10.38

15.85

38.48

10.0%

iShares MSCI Pacific ex-Japan (EPP)

Asia Stock

0.0%

-9.44

9.12

20.78

0.0%

iShares FTSE/Xinhua China 25 Index (FXI)

Asia Stock

0.0%

-20.72

33.49

37.28

0.0%

PowerShares Gldn Dragon Halter USX China (PGJ)

Asia Stock

0.0%

-22.83

29.35

27.35

0.0%

iShares MSCI Hong Kong Index (EWH)

Asia Stock

0.0%

-14.73

18.44

20.35

0.0%

iShares MSCI Malaysia Index (EWM)

Asia Stock

0.0%

-5.89

14.34

25.09

0.0%

iShares MSCI Singapore Index (EWS)

Asia Stock

0.0%

-2.97

12.38

27.40

10.0%

iShares MSCI Taiwan Index (EWT)

Asia Stock

0.0%

8.60

20.23

14.06

10.0%

iShares MSCI South Korea Index (EWY)

Asia Stock

0.0%

-10.03

15.76

22.56

0.0%

iShares S&P Europe 350 Index (IEV)

Europe Stock

0.0%

-5.24

2.76

15.72

0.0%

iS