|
ETF Investing Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Barclays 1-3 Year Treasury Bond
|
SHY
|
STB
|
2.38
|
6.19
|
5.80
|
3.89
|
20%
|
|
iShares Barclays 7-10 Year Treasury
|
IEF
|
ITB
|
11.90
|
17.46
|
9.95
|
7.28
|
6%
|
|
iShares Barclays Aggregate Bond
|
AGG
|
ITB
|
6.99
|
7.51
|
6.00
|
4.80
|
6%
|
|
iShares Barclays TIPS Bond (TIP)
|
TIP
|
IPB
|
(1.25)
|
(0.53)
|
3.74
|
4.39
|
6%
|
|
iShares iBoxx $ High Yield Corporate Bond
|
HYG
|
HYB
|
(4.50)
|
(17.98)
|
|
|
4%
|
|
iShares Cohen & Steers Realty Majors
|
ICF
|
RE
|
(41.05)
|
(41.01)
|
(12.58)
|
0.59
|
4%
|
|
Elements S&P Commodity Trends Indicator
|
LSC
|
MF
|
18.28
|
|
|
|
8%
|
|
iShares MSCI EAFE Index
|
EFA
|
Intl
|
(19.33)
|
(41.04)
|
(6.56)
|
1.92
|
3%
|
|
iShares MSCI Emerging Markets Index
|
EEM
|
Intl
|
(25.91)
|
(48.89)
|
(3.65)
|
8.13
|
3%
|
|
PowerShares Dynamic Large Cap
|
PJF
|
LCC
|
(18.96)
|
(33.33)
|
|
|
2%
|
|
PowerShares QQQ
|
QQQQ
|
LCG
|
(24.12)
|
(41.72)
|
(9.42)
|
(3.54)
|
2%
|
|
Powershares S&P 500 BuyWrite
|
PBP
|
LCV
|
(21.81)
|
(29.71)
|
|
|
2%
|
|
MidCap SPDRs
|
MDY
|
MCC
|
(26.28)
|
(36.77)
|
(9.32)
|
(0.57)
|
2%
|
|
PowerShares Dynamic Mid Cap Growth
|
PWJ
|
MCG
|
(23.98)
|
(44.06)
|
(7.94)
|
|
2%
|
|
PowerShares Dynamic Mid Cap Value
|
PWP
|
MCV
|
(20.92)
|
(37.13)
|
(10.41)
|
|
2%
|
|
iShares Russell 2000 Index
|
IWM
|
SCC
|
(27.05)
|
(34.15)
|
(8.54)
|
(1.16)
|
2%
|
|
iShares Russell Microcap Index
|
IWC
|
SCC
|
(28.14)
|
(39.02)
|
(13.93)
|
|
2%
|
|
iShares Russell 2000 Growth Index
|
IWO
|
SCG
|
(27.68)
|
(38.50)
|
(9.40)
|
(2.50)
|
2%
|
|
iShares Russell 2000 Value Index
|
IWN
|
SCV
|
(26.18)
|
(28.73)
|
(7.58)
|
0.12
|
2%
|
|
Money Market Fund
|
|
MM
|
0.42
|
2.45
|
3.24
|
3.15
|
20%
|
|
Portfolio Return
|
|
|
(5.00)
|
(9.71)
|
0.77
|
3.42
|
100%
|
|
|
|
|
|
|
|
|
|
|
Combined ETF & Mutual Fund Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
Wasatch 1st Source Income
|
FMEQX
|
STB
|
2.77
|
3.54
|
4.29
|
3.13
|
15%
|
|
Fidelity Intermediate Government
|
FSTGX
|
IGB
|
5.96
|
10.10
|
7.18
|
5.04
|
5%
|
|
iShares Barclays TIPS Bond
|
TIP
|
IPB
|
(1.25)
|
(0.53)
|
3.74
|
4.39
|
5%
|
|
iShares Barclays Aggregate Bond
|
AGG
|
ITB
|
6.99
|
7.51
|
6.00
|
4.80
|
5%
|
|
Well Fargo Short Term High Yield
|
STHBX
|
HYB
|
(5.67)
|
(5.81)
|
1.01
|
2.07
|
5%
|
|
Northern Global Fixed Income
|
NOIFX
|
GB
|
9.71
|
10.98
|
8.33
|
5.04
|
3%
|
|
PIMCO Developing Local Markets
|
PLMDX
|
EMB
|
(11.83)
|
(14.89)
|
2.29
|
|
3%
|
|
iShares Cohen & Steers Realty Majors
|
ICF
|
RE
|
(41.05)
|
(41.01)
|
(12.58)
|
0.59
|
3%
|
|
Hussman Strategic Growth
|
HSGFX
|
Hdg
|
(12.93)
|
(9.02)
|
(0.64)
|
1.75
|
6%
|
|
James Market Neutral
|
JAMNX
|
L/S
|
(0.85)
|
(5.03)
|
0.27
|
3.40
|
6%
|
|
Rydex Managed Futures
|
RYMFX
|
MF
|
8.21
|
8.53
|
|
|
10%
|
|
UMB Scout International
|
UMBWX
|
Intl
|
(19.99)
|
(38.06)
|
(3.93)
|
4.59
|
3%
|
|
iShares MSCI Emerging Markets Index
|
EEM
|
Intl
|
(25.91)
|
(48.89)
|
(3.65)
|
8.13
|
3%
|
|
FMI Large Cap
|
FMIHX
|
LCC
|
(18.29)
|
(26.91)
|
(3.89)
|
2.63
|
2%
|
|
Aston/Montag & Caldwell Growth
|
MCGFX
|
LCG
|
(20.35)
|
(32.64)
|
(4.13)
|
(0.68)
|
2%
|
|
Powershares S&P 500 BuyWrite
|
PBP
|
LCV
|
(21.81)
|
(29.71)
|
|
|
2%
|
|
Westport R
|
WPFRX
|
MCC
|
(19.70)
|
(30.28)
|
(3.52)
|
3.21
|
2%
|
|
MidCap SPDRs (MDY)
|
MDY
|
MCC
|
(26.28)
|
(36.77)
|
(9.32)
|
(0.57)
|
2%
|
|
Artisan Mid Cap Value
|
ARTQX
|
MCV
|
(22.92)
|
(27.56)
|
(5.61)
|
4.15
|
2%
|
|
iShares Russell 2000 Index (IWM)
|
IWM
|
SCC
|
(27.05)
|
(34.15)
|
(8.54)
|
(1.16)
|
2%
|
|
Buffalo Small Cap
|
BUFSX
|
SCG
|
(18.27)
|
(29.84)
|
(7.29)
|
1.17
|
2%
|
|
Allianz NFJ Small Cap Value D
|
PNVDX
|
SCV
|
(21.04)
|
(26.48)
|
(2.56)
|
4.66
|
2%
|
|
Money Market Fund
|
|
MM
|
0.42
|
2.45
|
3.24
|
3.15
|
10%
|
|
Portfolio Return
|
|
|
(5.83)
|
(8.09)
|
0.76
|
3.25
|
100%
|
