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

Dec. 28, 2013 8:50 PM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

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

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

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

Historical Performance

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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