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The Growth Path Guru
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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 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 .

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

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

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

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

    Historical Performance

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

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