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Investing Newsletter, Top Mutual Funds, Mutual Fund Ratings

Insightful Investing Update November 2008

The financial crisis hit the fan in October, leaving the stock market with its worst month in 21 years. While the market was kind enough to get most of the damage over with in two days back in October of 1987, this time around stocks were kind enough to stretch the agony out over two weeks. Having lived through both I’m not sure which was worse, but I am thinking it may take longer to recover this time around. For the record, Large Cap Stocks were down 17% for the month, with Small Cap Stocks and International stocks dropping over 20%. There was really no place to hide, though government bonds proved to be a bit of a safe haven. We are in no hurry to move more money into stocks, but recognize that some time soon will be a golden opportunity to take advantage to the stock market’s 50% off sale.

 

ETF Investing Portfolios

ETF Investing Portfolio

 

 

% Return

Insightful

Fund Name

Symbol

Type

3 Mo

1 Yr

3 Yr

5 Yr

Allocation

iShares Lehman 1-3 Year Treasury Bond (SHY)

SHY

STB

2.36

7.06

5.72

3.76

20%

iShares Lehman 7-10 Year Treasury (IEF)

IEF

ITB

0.50

8.31

6.42

4.94

20%

iShares Lehman TIPS Bond (TIP)

TIP

IPB

(11.10)

(3.55)

1.70

 

4%

PowerShares High Yield Corporate Bond (PHB)

PHB

HYB

(24.40)

 

 

 

4%

iShares Cohen & Steers Realty Majors (ICF)

ICF

RE

(32.29)

(42.49)

(7.07)

4.80

4%

PowerShares DB Commodity Index Fund (DBC)

DBC

Sector

(37.15)

(14.74)

 

 

2%

PowerShares Global Clean Energy (PBD)

PBD

Sector

(51.93)

(60.08)

 

 

2%

iShares MSCI EAFE Index (EFA)

EFA

Intl

(32.87)

(45.87)

(4.84)

3.69

2%

iShares MSCI Emerging Markets Index (EEM)

EEM

Intl

(40.51)

(53.23)

0.28

10.51

2%

PowerShares Dynamic Large Cap (PJF)

PJF

LCC

(22.06)

(32.38)

 

 

2%

PowerShares QQQ (QQQQ)

QQQQ

LCG

(27.60)

(40.04)

(5.07)

(0.90)

2%

Powershares S&P 500 BuyWrite (PBP)

PBP

LCV

(18.96)

 

 

 

2%

MidCap SPDRs (MDY)

MDY

MCC

(28.95)

(36.55)

(5.52)

1.69

2%

PowerShares Dynamic Mid Cap Growth (PWJ)

PWJ

MCC

(32.40)

(42.53)

(4.17)

 

2%

iShares Russell Midcap Value Index (IWS)

IWS

MCV

(27.96)

(39.04)

(7.06)

2.72

2%

iShares Russell 2000 Index (IWM)

IWM

SCC

(24.47)

(33.96)

(4.51)

1.50

2%

iShares Russell Microcap Index (IWC)

IWC

SCC

(24.58)

(39.23)

(9.83)

 

2%

PowerShares Dynamic Small Cap Growth (PWT)

PWT

SCG

(24.98)

(37.97)

(9.43)

 

2%

iShares Russell 2000 Value Index (IWN)

IWN

SCV

(19.50)

(30.24)

(4.22)

2.95

2%

Money Market Fund

 

MM

0.53

3.20

4.24

3.15

20%

Portfolio Return

 

 

(10.31)

(8.77)

2.30

3.76

100%

 

 

 

 

 

 

 

 

Combined ETF & Mutual Fund Portfolio

 

 

% Return

Insightful

Fund Name

Symbol

Type

3 Mo

1 Yr

3 Yr

5 Yr

Allocation

iShares Lehman 1-3 Year Treasury Bond (SHY)

SHY

ITB

2.36

7.06

5.72

3.76

16%

iShares Lehman 7-10 Year Treasury (IEF)

IEF

ITB

0.50

8.31

6.42

4.94

16%

iShares Lehman TIPS Bond (TIP)

TIP

IPB

(11.10)

(3.55)

1.70

 

4%

iShares Lehman Aggregate Bond (AGG)

AGG

ITB

(3.28)

(0.03)

3.49

3.19

4%

Artio Global High Income

BJBHX

HYB

(20.10)

(22.05)

(2.24)

2.26

4%

Fidelity New Markets Income

FNMIX

EMB

(26.13)

(25.92)

(3.00)

3.10

4%

iShares Cohen & Steers Realty Majors (ICF)

ICF

RE

(32.29)

(42.49)

(7.07)

4.80

4%

Alpha Hedged Strategies

ALPHX

Hdg

(21.96)

(28.25)

(4.21)

0.95

4%

1st Source Monogram Long/Short

FMLSX

L/S

(18.12)

(19.55)

0.53

2.39

6%

Rydex Managed Futures

RYMFX

MF

8.73

14.41

 

 

6%

UMB Scout International

UMBWX

Intl

(32.95)

(40.58)

(2.07)

5.77

2%

iShares MSCI Emerging Markets Index (EEM)

EEM

Intl

(40.51)

(53.23)

0.28

10.51

2%

Rydex Sector Rotation

RYSRX

LCC

(23.88)

(35.77)

(1.46)

2.88

2%

PowerShares QQQ (QQQQ)

QQQQ

LCG

(27.60)

(40.04)

(5.07)

(0.90)

2%

1st Source Monogram Income Equity

FMIEX

LCV

(24.04)

(31.73)

(0.54)

5.93

2%

Royce Premier Inv

RYPRX

MCC

(31.37)

(30.79)

(1.16)

6.18

2%

PowerShares Dynamic Mid Cap Growth (PWJ)

PWJ

MCG

(32.40)

(42.53)

(4.17)

 

2%

Artisan Mid Cap Value

ARTQX

MCV

(29.59)

(32.47)

(5.06)

5.07

2%

iShares Russell 2000 Index (IWM)

IWM

SCC

(24.47)

(33.96)

(4.51)

1.50

2%

WesMark Small Company

WMKSX

SCG

(29.53)

(32.64)

(2.59)

0.76

2%

Allianz NFJ Small Cap Value D

PNVDX

SCV

(21.57)

(28.56)

(0.83)

7.07

2%

Money Market Fund

 

MM

0.53

3.20

4.24

3.15

10%

Portfolio Return

 

 

(11.01)

(10.47)

1.49

3.77

100%

 

Insightful Investing Newsletter October 2008

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