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Below is a full update on the commission free* ETF portfolios for April.

The signals are tracked on the right hand side and top of Scott's Investments. The strategy is to buy/hold each ETF when it closes the month above its 10 month simple moving average. If the ETF closes the month below its 10 month simple moving average, then sell the position and hold the proceeds in cash. When the ETF closes the month above its 10 month simple moving average, re-purchase the ETF. The strategy is inspired by Mebane Faber's, "The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets."

Please note that not all of the ETFs in each portfolio are commission free. ETFs which are charged a commission are noted with an asterisks. In addition, there may be requirements in order to qualify for free trades with each broker, so please make sure to do your own diligence before trading with any of the brokers. Also, there are other brokers which may offer free stock and ETF trades on a monthly basis depending on factors such as account balance.

The first portfolio is the TD Ameritrade Portfolio, all of the ETFs are potentially commission-free. As with last month, BND was extremely close to its 10 month SMA at month end, but is on a cash signal:


TD AMERITRADE Above/Below 10 Mo SMA?
DJP iPath DJ-UBS Commodity Index TR ETN Yes
DBC PowerShares DB Commodity Index Tracking Yes
RWX SPDR DJ International Real Estate ETF Yes
VNQ Vanguard REIT Index ETF Yes
TIP iShares Barclays TIPS Bond Yes
BND Vanguard Total Bond Market ETF No
VWO Vanguard Emerging Markets Stock ETF Yes
VEU Vanguard FTSE All-World ex-US ETF Yes
VB Vanguard Small Cap ETF Yes
VTI Vanguard Total Stock Market ETF Yes

The other two portfolios are Vanguard and Fidelity Portfolios. ETFs with a commission are noted with an asterisks. Also, VNQI does not yet have 10 months of trading to create a 10 month SMA. Thus, for the time being, the longest available daily moving average at month end (80 day for March) will be used to determine buy/sell signal.

VANGUARD Position (determined by 10 month SMA)
DBA* PowerShares DB Agricultural Commodities Invested
DBC* PowerShares DB Commodity Index Tracking Invested
VNQI Global ex-U.S. Real Estate #N/A, Invested
VNQ Vanguard REIT Index ETF Invested
TIP* iShares Barclays TIPS Bond Invested
BND Vanguard Total Bond Market ETF Cash
VWO Vanguard Emerging Markets Stock ETF Invested
VEU Vanguard FTSE All-World ex-US ETF Invested
VB Vanguard Small Cap ETF Invested
VTI Vanguard Total Stock Market ETF Invested

FIDELITY Position (determined by 10 month SMA)
DBA* PowerShares DB Agricultural Commodities Invested
DBC* PowerShares DB Commodity Index Tracking Invested
VNQI* Global ex-U.S. Real Estate #N/A, Invested
IYR Dow Jones US Real Estate Invested
TIP iShares Barclays TIPS Bond Invested
AGG Barclays Aggregate Bond Cash
EEM MSCI Emerging Markets Invested
EFA MSCI EAFE Invested
IWM Russell 2000 Invested
IWB Russell 1000 Invested

Disclosure: None

Source: Commission Free ETF Portfolios for April