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Jeff Miller
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Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative... More
My company:
Newarc investments
My blog:
A Dash of Insight
  • Updating 2011 Preview 0 comments
    Jan 25, 2011 11:54 AM | about stocks: GDX, KOL, IYR, XLY

    In my recent interview with Seeking Alpha I discussed how investors can use a dynamic asset allocation method to develop an ETF portfolio.  When I reposted the interview on my blog, I updated the positions to reflect our current holdings.  (In the interview, I said the positions could change in only two weeks, and that proved to be correct).

    I am not going to promise regular updates of this, but I want to provide the same information to SA readers as I did on the blog.  To summarize, KOL and GDX are out;  IYR and XLY are in.  While the model asks which ETF if best for the next twelve months, it is a question we ask every day.  The makeup of the top five holdings changes fairly often.

    You can see the original article (which also reflects this update) here:

    Stocks: GDX, KOL, IYR, XLY
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