While the S&P 500 made up lost ground during the past 5 trading days by gaining +5.27%, our portfolios lagged but most are still ahead on a YTD basis. The reason is, of course, that we remain underinvested in equities at this time, after huge drops in the recent past have stopped us out of most holdings. To me, upside …
7 ETF Model Portfolios You Can Use – Updated through 11/29/2011
The markets as measured by the S&P 500 remained pretty much unchanged since last week’s report, with our portfolios moving only slightly. Market direction has dictated for us to be predominantly in bond ETFs as the risk of equities being negatively affected by the developments in Europe has greatly increased. With no tangible solution to the debt crisis being on …
7 ETF Model Portfolios You Can Use – Updated through 11/22/2011
Since last week’s report, the S&P 500 took a pounding at the rate of -5.56%, and our portfolios retreated as well, but to far lesser degree due to only limited equity exposure. Monday’s drop triggered our 7% trailing sell stop for VTI, and the positions were liquidated on Tuesday morning. All ETF model portfolios with VTI holdings were affected. Weakness …
7 ETF Model Portfolios You Can Use – Updated through 11/15/2011
With the S&P 500 having lost some 1.4% since last Wednesday’s update, our portfolios slipped as well, but to a minor degree, due to the less than 100% invested positions, and with the bond holdings smoothing out the ride. Please note that in portfolio #5, I have added DVY back in, since it has been consistently hovering above its long-term …
7 ETF Model Portfolios You Can Use – Updated through 11/8/2011
The markets remained in rally mode, since last week’s report, on the basis that politicians will actually be able to find a solution to solve Europe’s ever growing debt problems. All of our ETF model portfolios inched higher, but to a lesser degree than the S&P 500, due to a less than 100% invested position, which has smoothed out the …
7 ETF Model Portfolios You Can Use – Updated through 11/1/2011
Just as the European debt crisis seemed to have been brought under control, the Greek PM threw a wrench in the agreement by announcing a referendum to be held later on this year to decide on the bailout proposal. I commented on this latest development more extensively in yesterday’s market commentary. The markets, as measured by the S&P 500, gave …