Model ETF Portfolios For Conservative To Aggressive Growth (ETFs: IVV, IVW, IJH, IYH, EFA, EEM, VPL, SHY, AGG, GLD, KYN)

With the Fed in the final stages of its tightening cycle, 10-year Treasury yields threatening to break to the upside of a three-year trading range, and ominous signals from the housing and mortgage markets, this is no time to be complacent. We want to give this bull market the benefit of the doubt, but also be attuned to the obvious risks and be prepared to take defensive steps if additional warning flags arise. Our model portfolios:
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[Editor's Note: The Agile model portfolios are unchanged from the January newsletter.]

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)

Comments

[Internet2k4]

When I see the various model ETF portfolios I wonder why there haven't been some single purchase baskets of ETFs built on them - I would think the additional MER of assembling and rebalancing a diversified basket of ETFs as one-stop shopping for a particular investment profile would be nominal and there would be a lot of interest by retail investors. Such a product would be particularly attractive if it included a no-cost purchase plan like the one QQQQ is initiating, permitting dollar cost averaging.