We continue to examine different portfolios to see what we can learn and use to further our investment portfolios.
Forward Price-to-Earnings Ratio
|Autoliv (NYSE: ALV)||Safety products for autos||34%||10.6|
|Telefonica (NYSE: TEF)||Telecommunications||31%||9.6|
|Teva Pharmaceutical (Nasdaq: TEVA)||Generic drug manufacturer||49%||9.8|
|Whirlpool (NYSE: WHR)||Home appliances||32%||7.8|
|Newell Rubbermaid (NYSE: NWL)||Branded home and office goods||81%||11.3|
We entered these funds into our system and then compared it with a balanced portfolio of Dividend producing ETFs.
Fund in this portfolio
Original Fund Description
|REAL ESTATE||ICF (iShares Cohen & Steers Realty Majors)||iShares Cohen & Steers Realty Majors||70.77||13.34%|
|FIXED INCOME||TIP (iShares Barclays TIPS Bond)||iShares Barclays TIPS Bond||110.77||19.73%|
|Emerging Market||VWO (Vanguard Emerging Markets Stock ETF)||Vanguard Emerging Markets Stock ETF||49.05||13.23%|
|US EQUITY||DVY (iShares Dow Jones Select Dividend Index)||iShares Dow Jones Select Dividend Index||51.72||4.16%|
|US EQUITY||VIG (Vanguard Dividend Appreciation ETF)||Vanguard Dividend Appreciation ETF||55.41||3.14%|
|INTERNATIONAL EQUITY||IDV (iShares Dow Jones Intl Select Div Idx)||iShares Dow Jones Intl Select Div Idx||36.05||17.27%|
|High Yield Bond||HYG (iShares iBoxx $ High Yield Corporate Bd)||iShares iBoxx $ High Yield Corporate Bd||91.84||16.51%|
|INTERNATIONAL BONDS||EMB (iShares JPMorgan USD Emerg Markets Bond)||iShares JPMorgan USD Emerg Markets Bond||106.41||12.55%|
- The Fool's 5 Cheap Buffett Stocks -- Total of $10K invested equally in each stock
- Retirement Income ETFs Tactical Asset Allocation Moderate -- Above funds using TAA (40% fixed income, 30% for each of the top two asset classes)
- Retirement Income ETFs Strategic Asset Allocation Moderate -- Above funds using SAA (40% fixed income, 12% for each of the five asset classes -- funds selected based on price momentum)
Portfolio Performance Comparison
|Retirement Income ETFs Strategic Asset Allocation Moderate||13%||108%||3%||19%||5%||24%|
|Retirement Income ETFs Tactical Asset Allocation Moderate||7%||54%||10%||84%||10%||69%|
|P The Fools 5 Cheap Buffett Stocks||6%||23%||5%||15%||5%||16%|
These stocks may be cheap but they aren't a good value.
We will keep looking to see if there are better choices of stocks that offer better risk adjusted returns.
Disclosure: MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. It does not set up their retirement plans. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.