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ETF expert portfolios
A tactical ETF strategy for higher potential returns
Tim Middleton uses tactical asset allocation to boost returns in his ETF portfolio, launched Nov. 28, 2003, with a balance of $100,000. Gains are reported as of March 23, 2005, which was the launch of MSN Money's ETF Center. The portfolio's core is 30% equities and 10% fixed income. The balance is invested in alternatives, including sectors and hard assets. Changes are made quarterly. The portfolio began 2006 with a value of $125,748. The value at the end of the first quarter was $133,097. See Tim's latest article.
| Portfolio | Quotes delayed at least 20 minutes. | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Symbol | Name | Quantity* | Last | Change | % Change | Gain | % Gain | Market Value | |
| IGE | ISHARES S&P GSSI NAT | 156.000 | $42.84 | -$131.04 | -1.92% | -$1,352.52 | -16.83% | $6,683.04 | |
| VUG | Vanguard Growth ETF | 370.000 | $59.71 | $181.30 | +0.83% | -$814.00 | -3.55% | $22,092.70 | |
| PWJ | PowerShares Dynamic Mid Cap Growth Portfolio | 1,005.000 | $21.17 | $241.20 | +1.15% | -$1,939.65 | -8.36% | $21,275.85 | |
| VBK | Vanguard Small-Cap Growth ETF | 225.000 | $68.04 | $119.25 | +0.79% | -$504.00 | -3.19% | $15,309.00 | |
| EFG | ISHARES MSCI GRW IDX | 349.000 | $65.04 | $219.87 | +0.98% | -$3,053.75 | -11.86% | $22,698.96 | |
| VWO | Vanguard Emerging Markets ETF | 166.000 | $41.45 | -$6.64 | -0.10% | -$1,264.92 | -15.53% | $6,880.70 | |
| EEB | Claymore/BNY BRIC ETF | 198.000 | $43.09 | -$19.80 | -0.23% | -$1,669.14 | -16.36% | $8,531.82 | |
| BND | Vanguard Total Bond Market ETF | 210.000 | $76.22 | -$24.15 | -0.15% | $159.60 | 1.00% | $16,005.15 | |
| ICF | ISHARES COHEN & STEERS REALTY | 160.000 | $78.63 | $262.40 | +2.13% | -$185.60 | -1.45% | $12,580.80 | |
| SWMXX | SCHWAB MONEY MARKET FD | 14,731.000 | $1.00 | $0.00 | 0.00% | $0.00 | 0.00% | $14,731.00 | |
| Cash | $113.75 | ||||||||
| Totals | $842.39 | ($10,737.73) | -6.81% | $146,902.77 | |||||
*A negative quantity value indicates that the contestant has taken a short position.
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