Insightful Investing
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Best ETF Investment Portfolios May 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 May 2011. The performance results of our model ETF portfolios are tracked on our portfolios page.
| ETF Investment Portfolio | 4/1/2011 | % Return | 5/1/2011 | |||
|---|---|---|---|---|---|---|
| Exchange Traded Fund (ETF) | Ticker | Category | Allocation | 1 Mo | 1 Yr | Allocation |
| iShares Barclays 1-3 Year Credit Bond | CSJ | ITB | 10% | 0.7 | 2.9 | 10% |
| iShares Barclays Interm Govt/Credit | GVI | ITB | 6% | 1.1 | 4.6 | 6% |
| iShares Barclays TIPS Bond | TIP | IPB | 8% | 2.4 | 7.8 | 8% |
| iShares Barclays Aggregate Bond | AGG | ITB | 6% | 1.6 | 5.3 | 6% |
| SPDR Barclays Capital High Yield Bond | JNK | HYB | 3% | 1.6 | 12.8 | 3% |
| SPDR Barclays Capital Intl Corp Bond | IBND | GB | 4% | 6.3 | 0.0 | 4% |
| PowerShares Emerging Markets Debt | PCY | EB | 3% | 1.6 | 7.8 | 3% |
| Rydex S&P Equal Weight | RSP | LCC | 2% | 3.1 | 20.9 | 2% |
| PowerShares QQQ | QQQ | LCG | 2% | 2.9 | 20.9 | 2% |
| SPDR S&P Dividend | SDY | LCV | 2% | 2.4 | 14.0 | 2% |
| SPDR S&P MidCap 400 | MDY | MCC | 2% | 2.6 | 24.8 | 2% |
| iShares S&P MidCap 400 Growth Index | IJK | MCG | 2% | 3.3 | 30.1 | 2% |
| iShares S&P MidCap 400 Value Index | IJJ | MCV | 2% | 1.9 | 19.4 | 2% |
| iShares S&P SmallCap 600 Index | IJR | SCC | 2% | 2.6 | 21.4 | 2% |
| iShares Russell Microcap Index | IWC | SCC | 2% | 1.6 | 16.6 | 2% |
| iShares S&P SmallCap 600 Growth | IJT | SCG | 2% | 4.0 | 28.8 | 2% |
| Vanguard FTSE All-World ex-US ETF | VEU | Intl | 4% | 5.5 | 21.7 | 4% |
| Vanguard FTSE World ex-US Small Cap | VSS | Intl | 4% | 5.2 | 27.8 | 4% |
| iShares MSCI Emerging Markets Index | EEM | EE | 8% | 2.7 | 20.7 | 8% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 4.7 | 21.8 | 6% |
| Credit Suisse Long/Short Liquid Idx ETN | CSLS | L/S | 6% | 2.6 | 9.9 | 6% |
| iShares Diversified Alternatives Trust | ALT | L/S | 4% | 2.5 | 4.3 | 4% |
| IQ Global Resources ETF | GRES | L/S | 4% | 1.3 | 22.4 | 4% |
| Elements S&P CTI ETN | LSC | MF | 6% | 4.3 | 14.9 | 6% |
| Portfolio Return | 100% | 2.7 | 13.6 | 100% | ||
| ETF and Mutual Fund Portfolio | 4/1/2011 | % Return | 5/1/2011 | |||
|---|---|---|---|---|---|---|
| Fund Name | Ticker | Category | Allocation | 1 Mo | 1 Yr | Allocation |
| Weitz Short-Intermediate Income | WEFIX | STB | 6% | 0.9 | 3.5 | 6% |
| Wells Fargo Advantage Govt Sec | STVSX | IGB | 4% | 1.3 | 4.5 | 4% |
| American Century Infl-Adj Bond Inv | ACITX | IPB | 6% | 2.9 | 7.6 | 6% |
| PIMCO Total Return D | PTTDX | ITB | 4% | 1.9 | 7.4 | 4% |
| Hussman Strategic Total Return | HSTRX | ITB | 4% | 1.2 | 6.6 | 4% |
| Metropolitan West High Yield Bond | MWHYX | HYB | 4% | 1.5 | 13.3 | 4% |
| RS Floating Rate Y | RSFYX | FRB | 4% | 0.9 | 7.4 | 4% |
| Dreyfus International Bond I | DIBRX | GB | 6% | 4.0 | 13.1 | 6% |
| Payden Emerging Markets Bond | PYEMX | EB | 4% | 2.1 | 8.8 | 4% |
| FMI Large Cap | FMIHX | LCC | 2% | 3.9 | 11.5 | 2% |
| Wells Fargo Advantage Growth Inv | SGROX | LCG | 2% | 4.9 | 33.1 | 2% |
| Forester Value N | FVALX | LCV | 2% | 2.6 | 6.1 | 2% |
| Westport R | WPFRX | MCC | 2% | 3.5 | 20.5 | 2% |
| Westcore Select | WTSLX | MCG | 2% | 5.1 | 27.3 | 2% |
| Heartland Select Value | HRSVX | MCV | 2% | 2.5 | 13.5 | 2% |
| Parnassus Small-Cap | PARSX | SCC | 2% | 5.8 | 24.8 | 2% |
| Brown Capital Mgmt Small Co Instl | BCSIX | SCG | 2% | 4.8 | 30.5 | 2% |
| Intrepid Small Cap | ICMAX | SCV | 2% | 2.3 | 9.8 | 2% |
| Scout International | UMBWX | Intl | 2% | 6.9 | 21.6 | 2% |
| Wasatch International Opportunities | WAIOX | Intl | 2% | 5.7 | 21.8 | 2% |
| Lazard Emerging Markets | LZOEX | EE | 4% | 6.3 | 16.7 | 4% |
| Wasatch Emerging Markets Small Cap | WAEMX | EE | 2% | 8.7 | 28.3 | 2% |
| Neuberger Berman Real Estate Tr | NBRFX | RE | 6% | 7.7 | 18.8 | 6% |
| Invesco Balanced-Risk Allc Y | ABRYX | Hdg | 4% | 3.0 | 12.4 | 4% |
| Hussman Strategic Growth | HSGFX | L/S | 4% | 1.3 | (4.4) | 4% |
| Wasatch Long/Short | FMLSX | L/S | 4% | 2.2 | 14.0 | 4% |
| Rydex L/S Commodities Strategy | RYLFX | MF | 4% | 9.3 | 20.6 | 4% |
| AQR Managed Futures Strategy N | AQMNX | MF | 4% | 5.1 | 6.5 | 4% |
| Money Market Fund | MM | 4% | 0.0 | 0.1 | 4% | |
| Portfolio Return | 100% | 3.5 | 12.1 | 100% | ||
| Easy ETF Portfolio | 4/1/2011 | % Return | 5/1/2011 | |||
|---|---|---|---|---|---|---|
| Exchange Traded Fund (ETF) | Ticker | Category | Allocation | 1 Mo | 1 Yr | Allocation |
| iShares Barclays 1-3 Year Credit Bond | CSJ | STB | 12% | 0.7 | 2.9 | 12% |
| iShares Barclays TIPS Bond | TIP | IPB | 10% | 2.4 | 7.8 | 10% |
| iShares Barclays Aggregate Bond | AGG | ITB | 8% | 1.6 | 5.3 | 8% |
| Rydex S&P Equal Weight | RSP | LC | 4% | 3.1 | 20.9 | 4% |
| PowerShares QQQ | QQQ | LC | 4% | 2.9 | 20.9 | 4% |
| SPDR S&P MidCap 400 | MDY | MC | 10% | 2.6 | 24.8 | 10% |
| iShares Russell 2000 Index | IWM | SC | 10% | 2.6 | 22.0 | 10% |
| Vanguard FTSE All-World ex-US ETF | VEU | Intl | 10% | 5.5 | 21.7 | 10% |
| iShares MSCI Emerging Markets Index | EEM | EE | 10% | 2.7 | 20.7 | 10% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 4.7 | 21.8 | 6% |
| Elements S&P CTI ETN | LSC | MF | 6% | 4.3 | 14.9 | 6% |
| Money Market Fund | MM | 10% | 0.0 | 0.1 | 10% | |
| Portfolio Return | 100% | 2.6 | 14.4 | 100% | ||
| 60% Stocks / 40% Bonds | 2.6 | 15.2 | ||||
Investment Newsletter May 2011
Best Mutual Fund Portfolios May 2011
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