ETFReplay Portfolio for April
Scott's Investments | Mar 31, 2013 03:33AM ET
Among the more popular portfolios on Scott’s Investments has been the here . This modification could help reduce drawdowns during periods of high volatility and/or negative market conditions (see 2008-2009).
The top 5 ranked ETFs as of 3/28/13 are below:
VTI – Vanguard MSCI Total U.S. Stock Market
HYG – iShares iBoxx High-Yield Corp Bond
RWX – SPDR DJ International Real Estate
VNQ – Vanguard MSCI U.S. REIT
LQD – iShares iBoxx Invest Grade Bond
For April the position iniShares MSCI EAFE (EFA) was closed for no gain/loss (excluding dividends). It was replaced by HYG, which is now ranked second on the list.
The four current positions are below:
The portfolio is currently lagging the S&P 500 (via the SPY ETF) on a nominal basis since inception. However, you can see the potential benefit during periods of equity pullbacks (of which we have had very few the past couple of years!) when the portfolio outperformed in 2011:
Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions.
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