|
ETF Investing Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
Qtr
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Lehman TIPS Bond (TIP)
|
TIP
|
IPB
|
(0.11)
|
15.35
|
5.47
|
|
10%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
STB
|
(0.93)
|
7.27
|
4.69
|
3.18
|
18%
|
|
PowerShares High Yield Corporate Bond (PHB)
|
PHB
|
HYB
|
(1.40)
|
|
|
|
4%
|
|
PowerShares Emerging Mkts Sovereign Debt (PCY)
|
PCY
|
EMB
|
(3.32)
|
|
|
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(5.58)
|
(13.32)
|
5.61
|
15.48
|
4%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
25.30
|
78.62
|
|
|
6%
|
|
PowerShares DB Precious Metals (DBP)
|
DBP
|
Sector
|
0.74
|
37.84
|
|
|
6%
|
|
PowerShares Global Clean Energy (PBD)
|
PBD
|
Sector
|
7.16
|
4.78
|
|
|
6%
|
|
iShares MSCI EAFE Index (EFA)
|
EFA
|
Intl
|
(2.67)
|
(11.10)
|
12.55
|
16.26
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
2.15
|
5.67
|
25.82
|
|
2%
|
|
PowerShares DWA Dev Mrkts Technical Ldrs (PIZ)
|
PIZ
|
Intl
|
1.39
|
|
|
|
2%
|
|
PowerShares Value Line Industry Rotation (PYH)
|
PYH
|
LCC
|
8.32
|
(0.34)
|
|
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
3.32
|
(4.89)
|
7.43
|
9.02
|
2%
|
|
Powershares S&P 500 BuyWrite (PBP)
|
PBP
|
LCV
|
(5.89)
|
|
|
|
2%
|
|
MidCap SPDRs (MDY)
|
MDY
|
MCC
|
5.38
|
(8.00)
|
7.00
|
12.27
|
2%
|
|
PowerShares DWA Technical Leaders (PDP)
|
PDP
|
MCC
|
5.21
|
(0.56)
|
|
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
0.03
|
(17.12)
|
4.79
|
12.67
|
2%
|
|
iShares Russell 2000 Index (IWM)
|
IWM
|
SCC
|
1.11
|
(16.13)
|
3.74
|
10.35
|
2%
|
|
iShares Russell Microcap Index (IWC)
|
IWC
|
SCC
|
(4.23)
|
(25.85)
|
|
|
2%
|
|
iShares Russell 2000 Growth Index (IWO)
|
IWO
|
SCG
|
5.12
|
(10.84)
|
5.97
|
10.46
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
18%
|
|
Portfolio Return
|
|
|
1.89
|
9.67
|
5.84
|
6.10
|
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
|
(0.11)
|
15.35
|
5.47
|
|
10%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
ITB
|
(0.93)
|
7.27
|
4.69
|
3.18
|
16%
|
|
Julius Baer Global High Income
|
BJBHX
|
HYB
|
2.02
|
(0.28)
|
6.17
|
8.08
|
4%
|
|
Fidelity New Markets Income
|
FNMIX
|
EMB
|
0.09
|
4.53
|
7.80
|
9.98
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(5.58)
|
(13.32)
|
5.61
|
15.48
|
4%
|
|
Alpha Hedged Strategies
|
ALPHX
|
Hdg
|
1.75
|
(2.85)
|
5.13
|
6.85
|
6%
|
|
1st Source Monogram Long/Short
|
FMLSX
|
L/S
|
1.81
|
(1.78)
|
7.69
|
|
6%
|
|
Rydex Managed Futures
|
RYMFX
|
MF
|
1.63
|
13.53
|
|
|
6%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
25.30
|
78.62
|
|
|
6%
|
|
Julius Baer International Equity
|
BJBIX
|
Intl
|
(2.50)
|
(8.96)
|
17.13
|
20.10
|
2%
|
|
Fidelity International Discovery
|
FIGRX
|
Intl
|
(0.29)
|
(6.13)
|
15.34
|
18.99
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
2.15
|
5.67
|
25.82
|
29.41
|
2%
|
|
Rydex Sector Rotation
|
RYSRX
|
LCC
|
8.82
|
0.29
|
11.68
|
12.87
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
3.32
|
(4.89)
|
7.43
|
9.02
|
2%
|
|
1st Source Monogram Income Equity
|
FMIEX
|
LCV
|
(0.59)
|
(4.97)
|
10.75
|
14.32
|
2%
|
|
Fidelity Leveraged Company Stock
|
FLVCX
|
MCC
|
17.50
|
5.07
|
17.89
|
23.17
|
2%
|
|
Allianz CCM Mid Cap
|
PMCDX
|
MCG
|
8.33
|
0.31
|
8.99
|
12.89
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
0.03
|
(17.12)
|
4.79
|
12.67
|
2%
|
|
Royce Micro-Cap Inv
|
RYOTX
|
SCC
|
1.04
|
(9.53)
|
12.02
|
15.15
|
2%
|
|
Turner Emerging Growth
|
TMCGX
|
SCG
|
8.90
|
(1.00)
|
11.48
|
17.55
|
2%
|
|
Allianz NFJ Small Cap Value D
|
PNVDX
|
SCV
|
1.37
|
(6.99)
|
8.90
|
14.58
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
14%
|
|
Portfolio Return
|
|
|
2.58
|
7.17
|
7.39
|
9.32
|
100%
|
