Seeking Alpha

The Growth Path...'s  Instablog

The Growth Path Guru
Send Message
I am an individual investor focused on analyzing revenue & margin growth potential over a 5 year time frame. I follow a risk based valuation methodology - identifying worst case, expected, and best case investment returns. Visit my website www.smart-folios.com to follow the performance a... More
  • ETF Portfolio Update - 1/4/14 0 comments
    Jan 4, 2014 11:53 PM

    Smart-folios ETF Portfolio Overview

    The Smart-folios ETF portfolio is a concentrated portfolio of 5 ETF's. The portfolio is actively managed with an aggressive trading strategy that aims to outperform the MSCI ACWI (All Country World Index). Since inception on 9/9/13, the portfolio has returned 16% vs. 8% for the ACWI index. Current holdings, upcoming trades (to be executed at open on 1/6/2014) and portfolio performance statistics are listed below. Additional details on the portfolio, along with a hedged portfolio can be found at smart-folios.com .

    Current Portfolio Holdings (at close on 1/3/14)

    1. iShares US Broker-Dealers (IAI)
    2. First Trust Dow Jones Internet Index (FDN)
    3. Industrial Select Sector SPDR (XLI)
    4. Vanguard Mid-Cap Value (VOE)
    5. PowerShares QQQ Trust (QQQ)

    Upcoming Trades (at open on 1/6/2014)

    1. Sell FDN and buy First Trust ISE Cloud Computing Index (SKYY)

    Historical Performance

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Back To The Growth Path Guru's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.