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Best ETF Investment Portfolios April 2011
Every quarter we update our Model ETF Investing Portfolios. Besides possible changes in Asset Allocation, we let you know of any funds to buy or sell in your portfolio. The ETF’s in our ETF Investing Portfolios are chosen from our 100 Best ETFs List of Exchange Traded Funds as of April 2011. The performance results of our model ETF portfolios are tracked on our portfolios page.
| ETF Investment Portfolio | 1/1/2011 | % Return | 4/1/2011 | |||
|---|---|---|---|---|---|---|
| Exchange Traded Fund (ETF) | Ticker | Category | Allocation | 3 Mo | 1 Yr | Allocation |
| iShares Barclays 1-3 Year Treasury | SHY | ITB | 10% | (0.1) | 1.5 | |
| iShares Barclays 1-3 Year Credit Bond | CSJ | STB | 10% | 0.5 | 2.3 | 10% |
| iShares Barclays Interm Govt/Credit | GVI | ITB | 8% | 0.3 | 4.4 | 6% |
| iShares Barclays TIPS Bond | TIP | IPB | 8% | 1.9 | 8.0 | 8% |
| iShares Barclays Aggregate Bond | AGG | ITB | 8% | (0.0) | 4.7 | 6% |
| SPDR Barclays Capital High Yield Bond | JNK | HYB | 3% | 3.3 | 13.1 | 3% |
| SPDR Barclays Capital Intl Corp Bond | IBND | GB | 4.1 | 0.0 | 4% | |
| PowerShares Emerging Markets Debt | PCY | EB | 3% | 0.6 | 6.9 | 3% |
| Rydex S&P Equal Weight | RSP | LCC | 2% | 7.1 | 20.4 | 2% |
| PowerShares QQQ | QQQ | LCG | 2% | 5.6 | 20.1 | 2% |
| SPDR S&P Dividend | SDY | LCV | 2% | 4.2 | 12.9 | 2% |
| SPDR S&P MidCap 400 | MDY | MCC | 2% | 9.0 | 26.3 | 2% |
| iShares S&P MidCap 400 Growth Index | IJK | MCG | 2% | 9.7 | 30.9 | 2% |
| iShares S&P MidCap 400 Value Index | IJJ | MCV | 2% | 8.8 | 22.9 | 2% |
| iShares S&P SmallCap 600 Index | IJR | SCC | 2% | 7.6 | 25.2 | 2% |
| iShares Russell Microcap Index | IWC | SCC | 2% | 6.2 | 24.9 | 2% |
| iShares S&P SmallCap 600 Growth | IJT | SCG | 2% | 9.0 | 30.2 | 2% |
| Vanguard FTSE All-World ex-US ETF | VEU | Intl | 4% | 3.3 | 13.4 | 4% |
| Vanguard FTSE All-Wld ex-US Small Cap | VSS | Intl | 2% | 2.3 | 22.8 | 4% |
| iShares MSCI Emerging Markets Index | EEM | EE | 6% | 2.2 | 17.3 | 8% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 7.1 | 23.8 | 6% |
| Credit Suisse Long/Short Liquid Idx ETN | CSLS | L/S | 3.7 | 8.7 | 6% | |
| iShares Diversified Alternatives Trust | ALT | L/S | 0.6 | 2.6 | 4% | |
| IQ Global Resources ETF | GRES | L/S | 3.8 | 24.7 | 4% | |
| Elements S&P CTI ETN | LSC | MF | 10% | 7.2 | 8.5 | 6% |
| Money Market Fund | MM | 4% | 0.0 | 0.1 | ||
| Portfolio Return | 100% | 3.1 | 10.9 | 100% | ||
| ETF and Mutual Fund Portfolio | 1/1/2011 | % Return | 4/1/2011 | |||
|---|---|---|---|---|---|---|
| Fund Name | Ticker | Category | Allocation | 3 Mo | 1 Yr | Allocation |
| Weitz Short-Intermediate Income | WEFIX | STB | 6% | 0.7 | 3.5 | 6% |
| Fidelity Intermediate Government | FSTGX | IGB | 4% | (0.2) | 3.4 | 4% |
| iShares Barclays TIPS Bond | TIP | IPB | 6% | 1.9 | 8.0 | 6% |
| iShares Barclays Interm Govt/Credit | GVI | ITB | 4% | 0.3 | 4.4 | 4% |
| Hussman Strategic Total Return | HSTRX | ITB | 4% | 0.2 | 6.8 | 4% |
| Metropolitan West High Yield Bond | MWHYX | HYB | 4% | 4.4 | 14.2 | 4% |
| Dreyfus International Bond | DIBRX | GB | 4% | 2.3 | 10.0 | 4% |
| Fidelity Floating Rate High Income | FFRHX | FRB | 6% | 1.3 | 5.9 | 6% |
| Fidelity New Markets Income | FNMIX | EB | 4% | 0.7 | 6.9 | 4% |
| FMI Large Cap | FMIHX | LCC | 2% | 4.7 | 10.5 | 2% |
| PowerShares QQQ | QQQ | LCG | 2% | 5.6 | 20.1 | 2% |
| Forester Value N | FVALX | LCV | 2% | 2.7 | 5.2 | 2% |
| SPDR S&P MidCap 400 | MDY | MCC | 2% | 9.0 | 26.3 | 2% |
| Westcore Select | WTSLX | MCG | 2% | 8.9 | 30.8 | 2% |
| Heartland Select Value | HRSVX | MCV | 2% | 7.4 | 17.2 | 2% |
| iShares S&P SmallCap 600 Index | IJR | SCC | 2% | 7.6 | 25.2 | 2% |
| Brown Capital Mgmt Small Co Instl | BCSIX | SCG | 2% | 9.5 | 31.9 | 2% |
| Intrepid Small Cap | ICMAX | SCV | 2% | 3.2 | 15.6 | 2% |
| Scout International | UMBWX | Intl | 2% | 3.1 | 13.9 | 4% |
| Wasatch International Opportunities | WAIOX | Intl | 2% | 2.3 | 21.6 | 4% |
| iShares MSCI Emerging Markets Index | EEM | EE | 4% | 2.2 | 17.3 | 4% |
| Wasatch Emerging Markets Small Cap | WAEMX | EE | 2% | (3.5) | 26.5 | 2% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 7.1 | 23.8 | 6% |
| Invesco Balanced-Risk Allocation | ABRYX | Hdg | 4% | 0.5 | 12.2 | 4% |
| Hussman Strategic Growth | HSGFX | L/S | 4% | (2.7) | (5.9) | 4% |
| Wasatch Long/Short | FMLSX | L/S | 4% | 7.4 | 14.0 | 4% |
| Rydex Managed Futures Strategy H | RYMFX | MF | 4% | 2.4 | 2.3 | 4% |
| AQR Managed Futures Strategy N | AQMNX | MF | 4% | (2.7) | 3.3 | 4% |
| Money Market Fund | MM | 4% | 0.0 | 0.1 | ||
| Portfolio Return | 100% | 2.5 | 10.9 | 100% | ||
| Easy ETF Portfolio | 1/1/2011 | % Return | 4/1/2011 | |||
|---|---|---|---|---|---|---|
| Exchange Traded Fund (ETF) | Ticker | Category | Allocation | 3 Mo | 1 Yr | Allocation |
| iShares Barclays 1-3 Year Credit Bond | CSJ | STB | 12% | 0.5 | 2.3 | 12% |
| iShares Barclays TIPS Bond | TIP | IPB | 10% | 1.9 | 8.0 | 10% |
| iShares Barclays Aggregate Bond | AGG | ITB | 8% | (0.0) | 4.7 | 8% |
| Rydex S&P Equal Weight | RSP | LC | 4% | 7.1 | 20.4 | 4% |
| PowerShares QQQ | QQQ | LC | 4% | 5.6 | 20.1 | 4% |
| SPDR S&P MidCap 400 | MDY | MC | 8% | 9.0 | 26.3 | 10% |
| iShares Russell 2000 Index | IWM | SC | 10% | 7.8 | 25.7 | 10% |
| Vanguard FTSE All-World ex-US ETF | VEU | Intl | 10% | 3.3 | 13.4 | 10% |
| iShares MSCI Emerging Markets Index | EEM | EE | 12% | 2.2 | 17.3 | 10% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 7.1 | 23.8 | 6% |
| Elements S&P CTI ETN | LSC | MF | 6% | 7.2 | 8.5 | 6% |
| Money Market Fund | MM | 10% | 0.0 | 0.1 | 10% | |
| Portfolio Return | 100% | 3.7 | 10.1 | 100% | ||
| 60% Stocks / 40% Bonds | 3.5 | 14.2 | ||||
Investing Newsletter April 2011
Best Mutual Fund Portfolios April 2011
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