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Smart-Folios ETF Portfolio Update - 12/30/13

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 16.4% vs. 9.0% for the ACWI index. Current holdings, upcoming trades (to be executed at open on 12/30/13) 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 12/27/13)

  1. iShares US Broker-Dealers (NYSEARCA:IAI)
  2. First Trust Dow Jones Internet Index (NYSEARCA:FDN)
  3. iShares S&P 500 Growth (NYSEARCA:IVW)
  4. Vanguard Mid-Cap Value (NYSEARCA:VOE)
  5. PowerShares QQQ Trust (NASDAQ:QQQ)

Upcoming Trades (at open on 12/30/13)

  1. Sell IVW and buy Industrial Select Sector SPDR (NYSEARCA:XLI)

Historical Performance

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