Model ETF Portfolios for Conservative to Aggressive Growth (IVV,IVW,IJH,IYH,EFA,EEM,VPL,SHY, AGG,GLD,KYN)

The potential adverse impact of rising interest rates on the economy and the stock market is not to be underestimated. Moreover, the stock market traditionally performs the best between November and April, so we are entering an unfavorable seasonal period. Given the deterioration in the monetary environment, this is not the time to be complacent about investment risk, and we need to be alert to evidence of a possible trend change in the stock market.

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[Editor's Note: This model portfolio is unchanged from the February newsletter, but Agile has since reduced its commodities and gold exposure.]

ETFs named:

IVV iShares S&P 500 Index (NYSE:IVV)
IVW iShares S&P 500 Growth Index (NYSE:IVW)
IJH iShares S&P MidCap 400 Index (NYSE:IJH)
IYH iShares Dow Jones US Healthcare (NYSE:IYH)
EFA iShares MSCI EAFE Index Fund (AMEX:EFA)
EEM iShares MSCI Emerging Markets Indx (AMEX:EEM)
VPL Vanguard Pacific VIPERs (AMEX:VPL)
SHY iShares Lehman 1-3 Year Treas.Bond (AMEX:SHY)
AGG iShares Lehman Aggregate Bond (AMEX:AGG)
GLD streetTRACKS Gold Trust (NYSE:GLD)
KYN Kayne Anderson MLP Investment Co (NYSE:KYN)