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I featured a custom portfolio at the beginning of July, titled 'Scott's Alternative'. Below is the update for September if you were to base buy/sell decisions on the 200 day moving average at the end of August. The portfolio is updated once per month. For some additional analysis on projections for Gold prices, which directly impact a holding GDX, there is an excellent video here. The portfolio is below:

Data Source: FINVIZ, as of August 31st, 2009
Ticker Allocation % Company Perf. (Quarter) Perf. (Half Year) Perf. (Year) 200-Day SMA Price
BWX 4 SPDR Barclays Capital Intl Treasury Bond 3.82% 17.70% 8.54% 8.28% 56.8
DBC 4 PowerShares DB Commodity Index Tracking -7.76% 21.02% -40.52% 3.89% 22.11
DBV 4 PowerShares DB G10 Currency Harvest 3.23% 18.36% -12.58% 10.03% 22.37
DLS 5 WisdomTree International SmallCap Div 12.22% 68.39% -13.09% 29.22% 42.62
EFA 5 iShares MSCI EAFE Index 9.70% 65.24% -14.30% 24.93% 52.68

EFV

5 iShares MSCI EAFE Value Index 11.65% 77.82% -10.29% 29.34% 49.54
ESD 4 Legg Mason Partners Income Trust - Western Asset Emerging Markets Debt Portfolio 11.51% 66.12% 8.43% 28.93% 16.08
FRN 5 Claymore/BNY Mellon Frontier Markets 8.16% 67.82% -23.86% 24.52% 16.43
GDX 4 Market Vectors Gold Miners ETF -11.31% 24.72% 4.97% 14.35% 39.51
IEF 4 iShares Barclays 7-10 Year Treasury 2.07% -1.74% 5.74% -1.04% 91.6
IWC 5 iShares Russell Microcap Index 11.62% 65.82% -21.36% 22.57% 37.26
LQD 4 iShares iBoxx $ Invest Grade Corp Bond 7.80% 15.30% 9.45% 9.78% 105.33
LSC 4 ELEMENTS S&P CTI ETN -6.70% -13.13% 15.19% -7.05% 9.33
QAI 4 IQ Hedge Multi-Strategy Tracker ETF 0.53% 1.85% 26.39
SPY 5 SPDRs 8.63% 48.11% -18.30% 17.38% 102.46
TIP 4 iShares Barclays TIPS Bond 0.79% 6.40% -1.78% 3.30% 101.76
VBR 5 Vanguard Small Cap Value ETF 12.11% 72.81% -19.18% 24.46% 50.65
VNQ 5 Vanguard REIT Index ETF 17.15% 78.10% -32.43% 28.22% 39.27
VO 5 Vanguard Mid Cap ETF 9.90% 57.91% -21.45% 22.25% 53.53
VTV 5 Vanguard Value ETF 9.16% 53.66% -18.43% 17.35% 44.93
VWO 5 Vanguard Emerging Markets Stock ETF 4.91% 80.53% -10.25% 29.81% 35.04
WPS 5 iShares S&P Dev ex-US Property Index 12.37% 84.78% -14.67% 32.31% 30.03
100

Disclosures: None.

Source: September Update for Alternative ETF Portfolio