Basic ETF Portfolio February Update
By Scott's Investments: In July 2009 I profiled a momentum based ETF portfolio. I track this portfolio (and others) monthly on Scott’s Investments using a spreadsheet. The portfolio consists of the ETFs with the best momentum among 5 ETFs: BND (Vanguard Total Bond Market ETF), DBC (Powershares Commodity Index), VEU (Vanguard FTSE All-World ex-US ETF), VNQ (Vanguard REIT Index ETF),VTI (Vanguard Total Stock Market ETF). The Basic Portfolio strategy is tracked as a hypothetical portfolio on Scott’s Investments with a $10,000 starting balance. The portfolio finished down over 5% for 2011, including dividends and with January’s rally it is now down less than 2% since inception. The strategy for the portfolio is simple: purchase the top 3 ETFs with the highest average 3, 6, and 12 month returns (“3-6-12″). Only purchase the top 3 ETFs if they are also above their 200 day simple moving average at month end. Investors could also ignoreComplete Story »
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