Insightful Investing
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Best ETF Investment Portfolios August 2010
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 July 2010. The performance results of our model ETF portfolios are tracked on our portfolios page.
| ETF Investment Portfolio | 7/1/2010 | % Return | 8/1/2010 | |||
|---|---|---|---|---|---|---|
| Exchange Traded Fund (ETF) | Ticker | Category | Allocation | 1 Mo | 1 Yr | Allocation |
| iShares Barclays 1-3 Year Treasury | SHY | STB | 10% | 0.2 | 2.8 | 10% |
| iShares Barclays 1-3 Year Credit | CSJ | STB | 10% | 1.3 | 4.3 | 10% |
| iShares Barclays Interm Govt/Credit | GVI | ITB | 8% | 1.1 | 7.9 | 8% |
| iShares Barclays TIPS Bond | TIP | IPB | 8% | (0.2) | 9.5 | 8% |
| iShares Barclays Aggregate Bond | AGG | ITB | 8% | 0.9 | 9.2 | 8% |
| SPDR Barclays Capital High Yield Bond | JNK | HYB | 3% | 5.1 | 19.9 | 3% |
| PowerShares Emerging Markets Debt | PCY | EB | 3% | 4.0 | 18.8 | 3% |
| Rydex S & P Equal Weight | RSP | LCC | 2% | 7.4 | 22.2 | 2% |
| PowerShares QQQ | QQQQ | LCG | 2% | 4.6 | 16.4 | 2% |
| SPDR S & P Dividend | SDY | LCV | 2% | 7.4 | 20.5 | 2% |
| SPDR S & P MidCap 400 | MDY | MCC | 2% | 6.8 | 22.6 | 2% |
| iShares S & P MidCap 400 Growth | IJK | MCG | 2% | 6.8 | 22.8 | 2% |
| iShares S & P MidCap 400 Value | IJJ | MCV | 2% | 6.8 | 22.5 | 2% |
| iShares S & P SmallCap 600 | IJR | SCC | 2% | 6.4 | 19.4 | 2% |
| iShares Russell Microcap | IWC | SCC | 2% | 5.7 | 15.5 | 2% |
| iShares S & P SmallCap 600 Growth | IJT | SCG | 2% | 6.0 | 20.2 | 2% |
| Vanguard FTSE All-World ex-US ETF | VEU | Intl | 4% | 10.8 | 10.5 | 4% |
| Vanguard FTSE World ex-US Small Cap | VSS | Intl | 2% | 10.4 | 20.2 | 2% |
| iShares MSCI Emerging Markets Index | EEM | EE | 6% | 7.5 | 18.0 | 6% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 9.4 | 49.8 | 6% |
| Elements S & P Commodity Trends ETN | LSC | MF | 10% | (10.0) | (20.8) | 10% |
| Money Market Fund | MM | 4% | 0.0 | 0.1 | 4% | |
| Portfolio Return | 100% | 2.4 | 10.5 | 100% | ||
| ETF and Mutual Fund Portfolio | 7/1/2010 | % Return | 8/1/2010 | |||
|---|---|---|---|---|---|---|
| Fund Name | Ticker | Category | Allocation | 1 Mo | 1 Yr | Allocation |
| Weitz Short-Intermediate Income | WEFIX | STB | 10% | 0.8 | 7.1 | 10% |
| Fidelity Intermediate Government | FSTGX | IGB | 6% | 0.6 | 6.5 | 6% |
| iShares Barclays TIPS Bond | TIP | IPB | 8% | (0.2) | 9.5 | 8% |
| iShares Barclays Interm Govt/Credit | GVI | ITB | 8% | 1.1 | 7.9 | 8% |
| Well Fargo Short Term High Yield | STHBX | GB | 4% | 1.4 | 8.1 | 4% |
| PIMCO Foreign Bond (USD-Hedged) D | PFODX | GB | 4% | 0.2 | 16.2 | 4% |
| Fidelity New Markets Income | FNMIX | EB | 4% | 3.7 | 20.7 | 4% |
| FMI Large Cap | FMIHX | LCC | 2% | 5.5 | 14.3 | 2% |
| PowerShares QQQ | QQQQ | LCG | 2% | 4.6 | 16.4 | 2% |
| Forester Value N | FVALX | LCV | 2% | 2.0 | 10.0 | 2% |
| SPDR S & P MidCap 400 | MDY | MCC | 2% | 6.8 | 22.6 | 2% |
| Westcore Select | WTSLX | MCG | 2% | 8.1 | 25.8 | 2% |
| Heartland Select Value | HRSVX | MCV | 2% | 6.1 | 18.5 | 2% |
| iShares S & P SmallCap 600 Growth | IJT | SCC | 2% | 6.0 | 20.2 | 2% |
| Brown Capital Mgmt Small Co | BCSIX | SCG | 2% | 5.2 | 14.2 | 2% |
| Intrepid Small Cap | ICMAX | SCV | 2% | 4.7 | 18.8 | 2% |
| Scout International | UMBWX | Intl | 4% | 9.6 | 13.7 | 4% |
| iShares MSCI Emerging Markets | EEM | EE | 4% | 7.5 | 18.0 | 4% |
| iShares Dow Jones US Real Estate | IYR | RE | 4% | 9.4 | 49.8 | 4% |
| Hussman Strategic Growth | HSGFX | Hdg | 6% | (2.8) | (1.4) | 6% |
| Akros Absolute Return | AARFX | L/S | 4% | (0.1) | (0.7) | 4% |
| Rydex Managed Futures Strategy H | RYMFX | MF | 10% | (4.5) | (9.2) | 10% |
| Money Market Fund | MM | 6% | 0.0 | 0.1 | 6% | |
| Portfolio Return | 100% | 1.8 | 9.7 | 100% | ||
Investing Newsletter August 2010
Best Mutual Fund Portfolios August 2010
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