|
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
|
1.95
|
12.02
|
5.52
|
|
10%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
STB
|
1.15
|
5.99
|
4.93
|
3.48
|
20%
|
|
iShares Lehman 7-10 Year Treasury (IEF)
|
IEF
|
ITB
|
3.42
|
10.69
|
5.71
|
|
10%
|
|
PowerShares High Yield Corporate Bond (PHB)
|
PHB
|
HYB
|
(6.34)
|
|
|
|
4%
|
|
PowerShares Emerging Mkts Sovereign Debt (PCY)
|
PCY
|
EMB
|
(4.52)
|
|
|
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(6.63)
|
(8.03)
|
5.90
|
|
4%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
(6.88)
|
50.54
|
|
|
2%
|
|
PowerShares Global Clean Energy (PBD)
|
PBD
|
Sector
|
(11.82)
|
(1.94)
|
|
|
2%
|
|
iShares MSCI EAFE Index (EFA)
|
EFA
|
Intl
|
(15.55)
|
(15.23)
|
7.26
|
13.40
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(19.68)
|
(8.06)
|
17.35
|
|
2%
|
|
PowerShares DWA Dev Mrkts Technical Ldrs (PIZ)
|
PIZ
|
Intl
|
(21.10)
|
|
|
|
2%
|
|
PowerShares Value Line Industry Rotation (PYH)
|
PYH
|
LCC
|
(6.49)
|
(1.36)
|
|
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(7.71)
|
(5.34)
|
6.13
|
7.13
|
2%
|
|
Powershares S&P 500 BuyWrite (PBP)
|
PBP
|
LCV
|
(4.61)
|
|
|
|
2%
|
|
MidCap SPDRs (MDY)
|
MDY
|
MCC
|
(7.46)
|
(4.62)
|
5.55
|
10.50
|
2%
|
|
PowerShares DWA Technical Leaders (PDP)
|
PDP
|
MCC
|
(13.40)
|
(6.68)
|
|
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
(7.52)
|
(10.51)
|
3.91
|
11.64
|
2%
|
|
iShares Russell 2000 Index (IWM)
|
IWM
|
SCC
|
(0.69)
|
(5.10)
|
4.71
|
9.50
|
2%
|
|
iShares Russell Microcap Index (IWC)
|
IWC
|
SCC
|
(2.12)
|
(14.91)
|
|
|
2%
|
|
iShares Russell 2000 Growth Index (IWO)
|
IWO
|
SCG
|
(1.17)
|
(3.58)
|
5.71
|
8.53
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
20%
|
|
Portfolio Return
|
|
|
(2.34)
|
4.14
|
6.81
|
4.22
|
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
|
1.95
|
12.02
|
5.52
|
|
10%
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
ITB
|
1.15
|
5.99
|
4.93
|
3.48
|
10%
|
|
iShares Lehman 7-10 Year Treasury (IEF)
|
IEF
|
ITB
|
3.42
|
10.69
|
5.71
|
|
10%
|
|
Julius Baer Global High Income
|
BJBHX
|
HYB
|
(2.31)
|
1.26
|
5.06
|
8.14
|
4%
|
|
Fidelity New Markets Income
|
FNMIX
|
EMB
|
(1.12)
|
5.85
|
7.45
|
10.32
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
(6.63)
|
(8.03)
|
5.90
|
14.90
|
4%
|
|
Alpha Hedged Strategies
|
ALPHX
|
Hdg
|
(6.00)
|
(6.16)
|
3.31
|
6.26
|
6%
|
|
1st Source Monogram Long/Short
|
FMLSX
|
L/S
|
(0.12)
|
5.43
|
8.25
|
7.62
|
6%
|
|
Rydex Managed Futures
|
RYMFX
|
MF
|
(9.84)
|
4.87
|
|
|
6%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
(6.88)
|
50.54
|
|
|
4%
|
|
Julius Baer International Equity
|
BJBIX
|
Intl
|
(15.72)
|
(13.82)
|
10.52
|
16.56
|
2%
|
|
Fidelity International Discovery
|
FIGRX
|
Intl
|
(15.86)
|
(13.65)
|
9.14
|
14.98
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(19.68)
|
(8.06)
|
17.35
|
23.00
|
2%
|
|
PowerShares Value Line Industry Rotation (PYH)
|
PYH
|
LCC
|
(6.49)
|
(1.36)
|
|
|
2%
|
|
Rydex Sector Rotation
|
RYSRX
|
LCC
|
(13.33)
|
(7.03)
|
6.36
|
9.24
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(7.71)
|
(5.34)
|
6.13
|
7.13
|
2%
|
|
1st Source Monogram Income Equity
|
FMIEX
|
LCV
|
(6.84)
|
(3.57)
|
8.96
|
12.84
|
2%
|
|
Fidelity Leveraged Company Stock
|
FLVCX
|
MCC
|
(13.37)
|
(3.04)
|
10.27
|
18.56
|
2%
|
|
Allianz CCM Mid Cap
|
PMCDX
|
MCG
|
(10.27)
|
(4.49)
|
5.16
|
10.35
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
(7.52)
|
(10.51)
|
3.91
|
11.64
|
2%
|
|
Royce Micro-Cap Inv
|
RYOTX
|
SCC
|
(6.36)
|
(5.96)
|
8.53
|
12.26
|
2%
|
|
Turner Emerging Growth
|
TMCGX
|
SCG
|
(1.02)
|
0.94
|
8.85
|
14.79
|
2%
|
|
Allianz NFJ Small Cap Value D
|
PNVDX
|
SCV
|
(4.99)
|
(1.74)
|
8.00
|
13.96
|
2%
|
|
Money Market Fund
|
|
MM
|
0.60
|
3.92
|
4.32
|
3.12
|
10%
|
|
Portfolio Return
|
|
|
(3.51)
|
3.94
|
6.44
|
8.07
|
100%
|
