Here are our favorite Exchange Traded Fund – ETF Investment Portfolios for April 2015.
| ETF / Fund Name | Allocation | % Return | Allocation | |||
|---|---|---|---|---|---|---|
| ETF Investing Portfolio | Ticker | Class | 1/1/2015 | 3 Mo | 1 Yr | 4/1/2015 |
| Money Market Fund | MM | 2% | 0.0 | 0.1 | 2% | |
| iShares Barclays 1-3 Year Credit Bond | CSJ | STB | 8% | 0.5 | 1.0 | 8% |
| PIMCO Total Return ETF | BOND | ITB | 6% | 3.0 | 7.7 | 6% |
| iShares Barclays 0-5 Year TIPS Bond | STIP | IPB | 8% | 0.4 | (1.0) | 8% |
| iShares Core Total US Bond Market ETF | AGG | ITB | 6% | 1.5 | 5.7 | 6% |
| SPDR Barclays High Yield Bond | JNK | HYB | 3% | 2.6 | 0.5 | 3% |
| SPDR Barclays International Corporate Bond | IBND | GB | 4% | (9.5) | (15.5) | 4% |
| PowerShares Emerging Markets Sovereign Debt | PCY | EB | 3% | 2.2 | 6.3 | 3% |
| PowerShares Nasdaq 100 | QQQ | LCG | 3% | 2.5 | 21.8 | 3% |
| SPDR S&P Dividend | SDY | LCV | 3% | (0.3) | 11.4 | 3% |
| SPDR S&P MidCap 400 | MDY | MCC | 3% | 5.3 | 11.9 | 3% |
| WisdomTree MidCap Earnings | EZM | MCC | 3% | 4.2 | 9.7 | 3% |
| iShares Core S&P Small-Cap ETF | IJR | SCC | 3% | 3.9 | 8.6 | 3% |
| WisdomTree SmallCap Earnings | EES | SCC | 3% | 2.2 | 4.5 | 3% |
| iShares Russell Microcap Index | IWC | MIC | 2% | 3.1 | 3.6 | 2% |
| iShares MSCI ACWI ex US Index | ACWX | Intl | 4% | 3.9 | (1.1) | 4% |
| SPDR S&P International Small Cap | GWX | Intl | 4% | 6.0 | (3.1) | 4% |
| iShares MSCI Emerging Mkt Min Vol Index | EEMV | EE | 4% | 4.2 | 5.9 | 4% |
| WisdomTree Emerging Mkts Small Cap Div | DGS | EE | 2% | 2.5 | (2.5) | 2% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 4.1 | 21.5 | 6% |
| ProShares RAFI Long/Short | RALS | L/S | 8% | (3.5) | (4.2) | 8% |
| Morgan Creek Global Tactical AA | GTAA | Hdg | 4% | 2.0 | 2.7 | 4% |
| VelocityShares Volatility Hdgd Lg Cp ETF | SPXH | Hdg | 4% | (1.0) | 6.5 | 4% |
| Proshares Managed Futures Strategy | FUTS | Com | 4% | 1.0 | 0.0 | 4% |
| Portfolio Return / Value | 100% | 1.4 | 3.8 | 100% | ||
| ETF and Mutual Fund Portfolio | Ticker | Class | 1/1/2015 | 3 Mo | 1 Yr | 4/1/2015 |
| Money Market Fund | MM | 0.0 | 0.1 | |||
| Baird Short-Term Bond | BSBSX | STB | 4% | 0.7 | 1.4 | 4% |
| iShares Barclays 3-7 Year Treasury Bond | IEI | IGB | 4% | 1.7 | 4.2 | 4% |
| iShares Barclays 0-5 Year TIPS Bond | STIP | IPB | 4% | 0.4 | (1.0) | 4% |
| Metropolitan West Total Return Bond | MWTRX | ITB | 6% | 1.3 | 5.4 | 6% |
| Wells Fargo Short Term High Yield Bond | STHBX | HYB | 4% | 1.9 | 1.7 | 4% |
| Dreyfus International Bond | DIBAX | GB | 6% | (0.1) | 0.7 | 6% |
| Payden Emerging Markets Bond Adviser | PYEWX | EB | 4% | 1.9 | 3.9 | 4% |
| SEIX Floating Rate High Income ** | SAMBX | FRB | 4% | 2.4 | 2.2 | 4% |
| Metropolitan West Unconstrained Bond | MWCRX | AB | 4% | 0.6 | 2.5 | 4% |
| Parnassus Core Equity Investor | PRBLX | LCC | 2% | (0.8) | 12.7 | 2% |
| PowerShares Nasdaq 100 | QQQ | LCG | 2% | 2.5 | 21.8 | 2% |
| SPDR S&P Dividend | SDY | LCV | 2% | (0.3) | 11.4 | 2% |
| WisdomTree MidCap Earnings | EZM | MCC | 2% | 4.2 | 9.7 | 2% |
| Congress Mid Cap Growth Retail | CMIDX | MCG | 2% | 4.3 | 14.4 | 2% |
| WisdomTree MidCap Dividend | DON | MCV | 2% | 3.1 | 14.4 | 2% |
| WisdomTree SmallCap Earnings | EES | SCC | 2% | 2.2 | 4.5 | 2% |
| iShares S&P SmallCap 600 Growth | IJT | SCG | 2% | 6.6 | 10.4 | 2% |
| Aston/Silvercrest Small Cap | ASCTX | SCV | 2% | 4.3 | 8.2 | 2% |
| Westcore Micro Cap Opportunity | WTMIX | MIC | 2% | 1.5 | 3.9 | 2% |
| FMI International | FMIJX | Intl | 4% | 7.9 | 10.9 | 4% |
| Wasatch International Opportunities | WAIOX | Intl | 4% | 5.2 | 5.5 | 4% |
| Harding Loevner Emerging Markets | HLEMX | EE | 2% | 1.4 | (1.0) | 2% |
| Driehaus Emerging Markets Small Cap | DRESX | EE | 2% | 4.2 | 3.3 | 2% |
| Harding Loevner Frontier Emerg Mkts | HLMOX | EE | 2% | (3.0) | (4.6) | 2% |
| AMG Managers Real Estate Securities | MRESX | RE | 4% | 6.7 | 10.8 | 4% |
| Third Avenue Real Estate Value Investor | TVRVX | RE | 2% | 3.0 | 10.0 | 2% |
| Invesco Balanced-Risk Allocation** | ABRZX | Hdg | 5% | 3.3 | 7.5 | 5% |
| Diamond Hill Long-Short ** | DIAMX | L/S | 5% | (0.2) | 5.2 | 5% |
| Hancock Horizon Quant Long/Short ** | HHQAX | L/S | 5% | 2.4 | 9.7 | 5% |
| AQR Managed Futures Strategy | AQMNX | MF | 5% | 8.5 | 26.4 | 5% |
| Portfolio Return / Value | 100% | 2.6 | 6.9 | 100% | ||
| Easy ETF Portfolio | Ticker | Class | 1/1/2015 | 3 Mo | 1 Yr | 4/1/2015 |
| Money Market Fund | MM | 2% | 0.0 | 0.1 | 2% | |
| iShares Barclays 1-3 Year Credit Bond | CSJ | STB | 10% | 0.5 | 1.0 | 10% |
| iShares Barclays 0-5 Year TIPS Bond | STIP | IPB | 8% | 0.4 | (1.0) | 8% |
| iShares Barclays Intermediate Credit Bond | CIU | ITB | 10% | 1.6 | 4.0 | 10% |
| PowerShares International Corporate Bond | PICB | ITB | 10% | (6.5) | (9.6) | 10% |
| SPDR S&P Dividend | SDY | LC | 6% | (0.3) | 11.4 | 6% |
| PowerShares Nasdaq 100 | QQQ | LC | 6% | 2.5 | 21.8 | 6% |
| WisdomTree MidCap Earnings | EZM | MC | 10% | 4.2 | 9.7 | 10% |
| WisdomTree SmallCap Earnings | EES | SC | 8% | 2.2 | 4.5 | 8% |
| PowerShares Intl Dividend Achievers | PID | Intl | 12% | 0.1 | (1.9) | 12% |
| iShares MSCI Emerging Mkt Min Vol Index | EEMV | EE | 6% | 4.2 | 5.9 | 6% |
| iShares Dow Jones US Real Estate | IYR | RE | 6% | 4.1 | 21.5 | 6% |
| Proshares Managed Futures Strategy | FUTS | MF | 6% | 1.0 | 0.0 | 6% |
| Portfolio Return / Value | 100% | 0.9 | 4.2 | 100% | ||