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Investing Newsletter, Top Mutual Funds, Mutual Fund Ratings

ETF Investing Portfolios for March 1st, 2008

Here is our latest list of Exchange Traded Funds (ETFs) in several portfolios with our recommended allocation for investments in these funds for each portfolio. We have made adjustments to the allocations in some of the portfolios to reflect the recent weakness in the US economy and stock markets around the world.

Basic Diversified ETF Portfolio - This list of Exchange Traded Funds is a basic diversified portfolio using the most active ETFs available to investors.

Basic Diversified ETF Portfolio Watch List - This Watch List of Exchange Traded Funds is a portfolio with the same asset mix as above, but uses some less frequently traded ETFs where available that we feel may be able to provide investors with better returns than the index funds. We will be watching these ETFs to use as replacements once performance and volume justify inclusion in our portfolio.

Diversified Country / International ETF Portfolio - This portfolio is of the more active country and region funds that you could use to replace or supplement the international portion of your portfolio. Notice how much stronger some markets have been compared to the United States right now.

Diversified Sector ETF Portfolio - This portfolio is of the most active sector ETFs available to investors. This portfolio will be adjusted with each edition of our newsletter, so be sure to return again soon. It could be used to replace or supplement the Large Cap portion of your portfolio.

Diversified Sector ETF Portfolio Watch List - This portfolio is the same asset mix as above, but uses some less frequently traded ETFs, where available, that we feel may be able to provide investors with better returns than the ETF Sector Index funds. We will be watching these ETFs to use as replacements once performance and volume justify inclusion in our portfolio.

Additional Asset Class Watch List - This Watch List of Exchange Traded Funds consists of ETFs that have not been around very long, and therefore are trading with very low volume. We will be keeping our eyes on these to see if they will be ready for prime time, and inclusion in one of our portfolios.
The last group consists of 4 Inverse Funds that give investors the opportunity to make money when the market goes down without having to short the market. These ETFs have similar risks to shorting stocks, but without the margin requirements.

 

The 100 Best Exchange Traded Funds (ETFs) to consider for your Portfolio.

Basic Diversified Portfolio

New

Exchange Traded Fund (ETF)

Category

Allocation

Ytd

1 Yr

3 Yr

Allocation

SPDRs (SPY)

Large Blend

3.0%

-8.47

-3.30

5.40

3.0%

iShares Russell 1000 Growth Index (IWF)

Large Growth

3.0%

-9.39

0.30

5.64

3.0%

PowerShares QQQ (QQQQ)

Large Growth

3.0%

-16.13

-0.56

5.23

3.0%

iShares Russell 1000 Value Index (IWD)

Large Value

3.0%

-7.76

-8.06

5.59

3.0%

DIAMONDS Trust, Series 1 (DIA)

Large Value

3.0%

-6.91

2.46

6.78

3.0%

MidCap SPDRs (MDY)

Mid-Cap Blend

4.0%

-7.00

-4.71

6.85

4.0%

iShares Russell Midcap Index (IWR)

Mid-Cap Blend

4.0%

-8.28

-7.09

7.51

4.0%

iShares Russell Midcap Growth Index (IWP)

Mid-Cap Growth

4.0%

-9.30

-2.55

7.67

4.0%

iShares Russell Midcap Value Index (IWS)

Mid-Cap Value

4.0%

-7.71

-12.47

6.68

4.0%

iShares Russell 2000 Index (IWM)

Small Blend

3.0%

-9.30

-11.79

4.13

3.0%

iShares Russell 2000 Growth Index (IWO)

Small Growth

3.0%

-12.21

-7.64

4.42

3.0%

iShares Russell 2000 Value Index (IWN)

Small Value

3.0%

-6.90

-16.71

3.13

3.0%

iShares Russell Microcap Index (IWC)

Small Blend

3.0%

-10.91

-18.96

 

3.0%

iShares MSCI EAFE Index (EFA)

International

8.0%

-8.58

-0.76

12.08

8.0%

iShares MSCI Emerging Markets Index (EEM)

Emerging Markets Stock

6.0%

-7.11

28.84

25.47

6.0%

iShares Dow Jones US Real Estate (IYR)

Real Estate

3.0%

-3.94

-25.50

6.99

3.0%

iShares Lehman TIPS Bond (TIP)

Inflation-Protected Bond

10.0%

4.98

14.95

6.68

10.0%

iShares Lehman 7-10 Year Treasury (IEF)

Long Government

10.0%

4.65

14.01

6.90

10.0%

iShares Lehman Aggregate Bond (AGG)

Intermediate-Term Bond

10.0%

2.15

7.64

4.95

10.0%

iShares Lehman 1-3 Year Treasury Bond (SHY)

Short Government

10.0%

2.71

9.66

5.27

10.0%

Average Performance

 

100.0%

-6.27

-2.11

7.23

100.0%

Portfolio Performance

 

 

-3.71

2.53

7.67

 

 

 

 

 

 

 

 

Basic Diversified Portfolio Watch List

New

Exchange Traded Fund (ETF)

Category

Allocation

Ytd

Qtr

1 Yr

Allocation

PowerShares Dynamic Large Cap (PJF)

Large Blend

5.0%

-9.30

-8.40

-0.15

5.0%

PowerShares Dynamic Large Cap Growth (PWB)

Large Growth

5.0%

-12.00

-11.31

0.07

5.0%

PowerShares Dynamic Large Cap Value (PWV)

Large Value

5.0%

-8.60

-8.47

-2.95

5.0%

PowerShares Dynamic Mid Cap (PJG)

Mid-Cap Blend

4.0%

-10.55

-11.06

-8.90

4.0%

PowerShares DWA Technical Leaders (PDP)

Mid-Cap Blend

4.0%

-9.09

-7.77

 

4.0%

PowerShares Dynamic Mid Cap Growth (PWJ)

Mid-Cap Growth

4.0%

-14.10

-13.08

4.52

4.0%

PowerShares Dynamic Mid Cap Value (PWP)

Mid-Cap Value

4.0%

-8.44

-10.60

-11.63

4.0%

PowerShares Zacks Small Cap (PZJ)

Small Blend

3.0%

-10.34

-9.97

-12.25

3.0%

PowerShares Dynamic Small Cap Growth (PWT)

Small Growth

3.0%

-13.34

-13.49

-15.28

3.0%

PowerShares Dynamic Small Cap Value (PWY)

Small Value

3.0%

-5.30

-8.88

-12.30

3.0%

PowerShares Zacks Micro Cap (PZI)

Small Blend

3.0%

-11.45

-11.88

-24.35

3.0%

PowerShares DWA Dev Mrkts Technical Ldrs (PIZ)

Foreign Large Blend

8.0%

-4.69

 

 

8.0%

PowerShares DWA Em Mrkts Technical Ldrs (PIE)

Emerging Markets Stock

6.0%

-4.22

 

 

6.0%

iShares Dow Jones US Real Estate (IYR)

Real Estate

3.0%

-3.94

-8.67

-25.50

3.0%

iShares Lehman TIPS Bond (TIP)

Inflation-Protected Bond

10.0%

4.98

5.10

14.95

10.0%

iShares Lehman 7-10 Year Treasury (IEF)

Long Government

10.0%

4.65

4.70

14.01

10.0%

iShares Lehman Aggregate Bond (AGG)

Intermediate-Term Bond

10.0%

2.15

2.15

7.64

10.0%

iShares Lehman 1-3 Year Treasury Bond (SHY)

Short Government

10.0%

2.71

3.01

9.66

10.0%

Average Performance

 

100.0%

-6.16

-6.79

-4.16

100.0%

Portfolio Performance

 

 

-3.69

-3.72

1.39

 

 

 

 

 

 

 

 

Diversified Country Portfolio

New

Exchange Traded Fund (ETF)

Category

Allocation

Ytd

1 Yr

3 Yr

Allocation

iShares MSCI EAFE Index (EFA)

Foreign Large Blend

0.0%

-8.58

-0.76

12.08

0.0%

iShares MSCI Emerging Markets Index (EEM)

Emerging Markets Stock

0.0%

-7.11

28.84

25.47

0.0%

iShares S&P Latin America 40 Index (ILF)

Latin America Stock

0.0%

4.06

57.42

44.88

0.0%

iShares MSCI Brazil Index (EWZ)

Latin America Stock

10.0%

3.51

85.03

52.02

16.0%

iShares MSCI Mexico Index (EWW)

Latin America Stock

10.0%

-0.75

12.25

29.19

12.0%

iShares MSCI Pacific ex-Japan (EPP)

Asia Stock

0.0%

-10.24

13.51

18.89

0.0%

iShares FTSE/Xinhua China 25 Index (FXI)

Asia Stock

5.0%

-14.70

48.45

38.03

4.0%

PowerShares Gldn Dragon Halter USX China (PGJ)

Asia Stock

5.0%

-19.09

36.75

27.20

4.0%

iShares MSCI Hong Kong Index (EWH)

Asia Stock

10.0%

-15.82

19.52

18.24

4.0%

iShares MSCI Malaysia Index (EWM)

Asia Stock

10.0%

-1.57

28.61

24.38

8.0%

iShares MSCI Singapore Index (EWS)

Asia Stock

5.0%

-11.89

7.98

22.47

4.0%

iShares MSCI Taiwan Index (EWT)

Asia Stock

5.0%

2.66

13.73

9.56

12.0%

iShares MSCI South Korea Index (EWY)

Asia Stock

5.0%

-11.99

16.88

19.09

4.0%

iShares S&P Europe 350 Index (IEV)

Europe Stock

0.0%

-9.22

1.77

12.93

0.0%

iShares MSCI Australia Index (EWA)

Asia Stock

10.0%

-7.91

12.86

19.30

8.0%

iShares MSCI Canada Index (EWC)

International

10.0%

-0.34

27.11

23.29

16.0%

iShares MSCI Germany Index (EWG)

Europe Stock

10.0%

-12.58

13.91

20.36

4.0%

iShares MSCI Japan Index (EWJ)

Asia Stock

0.0%

-5.72

-14.20

5.82

0.0%

iShares MSCI Italy Index (EWI)

Europe Stock

0.0%

-9.47

-5.54

7.90

0.0%

iShares MSCI United Kingdom Index (EWU)

Europe Stock

5.0%

-9.05

-2.37

9.20

4.0%

Average Performance

 

100.0%

-7.23

20.76

22.38

100.0%

Portfolio Performance

 

 

-6.75

26.00

24.96

 

 

 

 

 

 

 

 

Diversified Sector Portfolio

New