|
ETF Investing Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Lehman TIPS Bond (TIP)
|
TIP
|
IPB
|
1.27
|
12.57
|
6.13
|
|
12%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
STB
|
0.33
|
6.77
|
4.97
|
3.38
|
20%
|
|
PowerShares High Yield Corporate Bond (PHB)
|
PHB
|
HYB
|
(7.24)
|
|
|
|
4%
|
|
PowerShares Emerging Mkts Sovereign Debt (PCY)
|
PCY
|
EMB
|
(4.54)
|
|
|
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(8.98)
|
(4.00)
|
3.73
|
14.64
|
4%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
5.40
|
56.35
|
|
|
4%
|
|
PowerShares DB Precious Metals (DBP)
|
DBP
|
Sector
|
4.12
|
32.84
|
|
|
4%
|
|
Health Care Select Sector SPDR (XLV)
|
XLV
|
Sector
|
2.61
|
(2.84)
|
1.98
|
|
4%
|
|
iShares MSCI EAFE Index (EFA)
|
EFA
|
Intl
|
(10.76)
|
(12.03)
|
10.20
|
15.13
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(11.55)
|
(0.84)
|
20.46
|
|
2%
|
|
PowerShares DWA Dev Mrkts Technical Ldrs (PIZ)
|
PIZ
|
Intl
|
(10.86)
|
|
|
|
2%
|
|
PowerShares Value Line Industry Rotation (PYH)
|
PYH
|
LCC
|
(1.14)
|
1.42
|
|
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(3.71)
|
(4.14)
|
5.06
|
7.86
|
2%
|
|
Powershares S&P 500 BuyWrite (PBP)
|
PBP
|
LCV
|
(10.45)
|
|
|
|
2%
|
|
MidCap SPDRs (MDY)
|
MDY
|
MCC
|
(4.06)
|
(5.16)
|
4.61
|
11.09
|
2%
|
|
PowerShares DWA Technical Leaders (PDP)
|
PDP
|
MCC
|
(6.77)
|
(4.21)
|
|
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
(6.80)
|
(13.13)
|
2.76
|
11.66
|
2%
|
|
iShares Russell 2000 Index (IWM)
|
IWM
|
SCC
|
0.28
|
(6.43)
|
2.79
|
9.76
|
2%
|
|
iShares Russell Microcap Index (IWC)
|
IWC
|
SCC
|
(1.16)
|
(15.85)
|
|
|
2%
|
|
iShares Russell 2000 Growth Index (IWO)
|
IWO
|
SCG
|
1.10
|
(5.02)
|
4.08
|
8.97
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
20%
|
|
Portfolio Return
|
|
|
(1.32)
|
6.40
|
5.03
|
6.90
|
100%
|
|
|
|
|
|
|
|
|
|
|
Combined ETF & Mutual Fund Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Lehman TIPS Bond (TIP)
|
TIP
|
IPB
|
1.27
|
12.57
|
6.13
|
|
10%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
ITB
|
0.33
|
6.77
|
4.97
|
3.38
|
16%
|
|
Julius Baer Global High Income
|
BJBHX
|
HYB
|
(2.23)
|
1.12
|
5.22
|
8.11
|
4%
|
|
Fidelity New Markets Income
|
FNMIX
|
EMB
|
(0.77)
|
6.60
|
7.96
|
10.92
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(8.98)
|
(4.00)
|
3.73
|
14.64
|
4%
|
|
Alpha Hedged Strategies
|
ALPHX
|
Hdg
|
(2.58)
|
(4.31)
|
3.73
|
6.61
|
6%
|
|
1st Source Monogram Long/Short
|
FMLSX
|
L/S
|
(1.84)
|
1.29
|
7.03
|
|
6%
|
|
Rydex Managed Futures
|
RYMFX
|
MF
|
(4.83)
|
7.58
|
|
|
6%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
5.40
|
56.35
|
|
|
4%
|
|
Julius Baer International Equity
|
BJBIX
|
Intl
|
(9.62)
|
(11.69)
|
13.90
|
18.68
|
2%
|
|
Fidelity International Discovery
|
FIGRX
|
Intl
|
(9.39)
|
(9.72)
|
12.37
|
17.21
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(11.55)
|
(0.84)
|
20.46
|
26.55
|
2%
|
|
PowerShares Value Line Industry Rotation (PYH)
|
PYH
|
LCC
|
(1.14)
|
1.42
|
|
|
2%
|
|
Rydex Sector Rotation
|
RYSRX
|
LCC
|
(5.54)
|
(5.71)
|
7.24
|
10.59
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(3.71)
|
(4.14)
|
5.06
|
7.86
|
2%
|
|
1st Source Monogram Income Equity
|
FMIEX
|
LCV
|
(5.24)
|
(3.68)
|
8.81
|
13.45
|
2%
|
|
Fidelity Leveraged Company Stock
|
FLVCX
|
MCC
|
(3.81)
|
(2.76)
|
11.71
|
20.71
|
2%
|
|
Allianz CCM Mid Cap
|
PMCDX
|
MCG
|
(5.66)
|
(3.51)
|
5.33
|
11.36
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
(6.80)
|
(13.13)
|
2.76
|
11.66
|
2%
|
|
Royce Micro-Cap Inv
|
RYOTX
|
SCC
|
(1.15)
|
(6.90)
|
9.54
|
13.50
|
2%
|
|
Turner Emerging Growth
|
TMCGX
|
SCG
|
1.69
|
1.10
|
8.58
|
15.65
|
2%
|
|
Allianz NFJ Small Cap Value D
|
PNVDX
|
SCV
|
(3.84)
|
(3.48)
|
7.08
|
13.82
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
14%
|
|
Portfolio Return
|
|
|
(1.87)
|
4.30
|
6.35
|
8.81
|
100%
|
