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I am an independent investor blogging at Scott's Investments (http://scottsinvestments.blogspot.com/). My site focuses on consolidating and tracking free online investment resources for the public with an emphasis on ETFs, portfolio strategies, and macroeconomics.
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  • Fundadvice.com Model ETF Portfolio August Update 0 comments
    Aug 3, 2009 12:39 PM | about stocks: WPS, VWO, VTV, VSS, VNQ, VBR, TIP, SPY, SHY, IWC, IEF, EFV, EFA, DLS
    no disclosures

    Below is the model ETF portfolios from Fundadvice.com with updates for the 50 and 200 day moving average for the close of July. Positions in green are trading above the 200 day simple moving average at the end of July and ones in red are below the 200 day (only IEF for this month). One could either buy and hold this portfolio or only hold the positions currently above a moving average. Suggested allocations from Fundadvice are next to each ETF for aggressive, moderate, and conservative investors. Moving averages will be updated monthly on my blog, Scott's Investments.

        Portfolio (excluding moving avg) availble at Fundadvice.com            
        Data source: FINVIZ            
                Allocations    
    No. Ticker Company 50-Day Simple Moving Average 200-Day Simple Moving Average Price Aggressive Moderate Conservative
    1 DLS WisdomTree International SmallCap Div 8.72% 24.20% 39.87 9.00% 5.40% 3.60%
    2 EFA iShares MSCI EAFE Index 8.97% 22.17% 50.41 9.00% 5.40% 3.60%
    3 EFV iShares MSCI EAFE Value Index 9.25% 24.34% 46.41 9.00% 5.40% 3.60%
    4 IEF iShares Barclays 7-10 Year Treasury 1.16% -1.03% 91.17 0.00% 20.00% 30.00%
    5 IWC iShares Russell Microcap Index 9.63% 19.68% 35.96 11.25% 6.75% 4.50%
    6 SHY iShares Barclays 1-3 Year Treasury Bond 0.14% 0.35% 83.69 0.00% 12.00% 18.00%
    7 SPY SPDRs 7.00% 14.39% 98.81 11.25% 6.75% 4.50%
    8 TIP iShares Barclays TIPS Bond 1.02% 3.74% 101.34 0.00% 8.00% 12.00%
    9 VBR Vanguard Small Cap Value ETF 9.42% 18.75% 47.7 11.25% 6.75% 4.50%
    10 VNQ Vanguard REIT Index ETF 8.59% 12.02% 34.35 5.00% 3.00% 2.00%
    11 VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 8.03% 13.88% 71.54 9.00% 5.40% 3.60%
    12 VTV Vanguard Value ETF 6.92% 12.28% 42.7 11.25% 6.75% 4.50%
    13 VWO Vanguard Emerging Markets Stock ETF 9.43% 37.26% 35.29 9.00% 5.40% 3.60%
    14 WPS iShares S&P Dev ex-US Property Index 9.68% 29.12% 28.48 5.00% 3.00% 2.00%
    Themes: fundadvice.com Stocks: WPS, VWO, VTV, VSS, VNQ, VBR, TIP, SPY, SHY, IWC, IEF, EFV, EFA, DLS
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