All ETF Portfolio Study For Real Money
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Created by Roger Nusbaum
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Date updated:06-04-2007

This is a portfolio I created on my blog about a year ago. After a reader asked me a follow up question recently I dusted it off and wrote an article for RealMoney that should be out shortly.

You can click through to my blog or the article to see the weightings of each holding. Remember this was simply an exploration of a concept not something I actually implemented for clients. The funds chosen are not the most popular but I wanted to draw in most of the ETF providers

symbol name last price % change open
  • +
  • RWR
    Spdr Dow Jones Re
  • $53.60
  • -1.07%
  • $54.23

I believe in maintaining REIT exposure and at the time RWR had not drawn much attention.

People owning RWR also tend to own: EEMEFASHYTIPTLTVTIEWP

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  • +
  • ETF
    Emerging Markets
  • $16.62
  • -0.60%
  • $16.74

The telecom sector is a great place to add emerging market exposure because just about every country has a big phone company.

People owning ETF also tend to own: AMCCAMDCDECHINACMGIFNSROMNI

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  • +
  • XLI
    Select Sector Spd
  • $30.81
  • -0.39%
  • $31.09

Straight forward, plain vanilla Industrial sector exposure.

People owning XLI also tend to own: AVTEWCIRSIYEKHDHNXWLK

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  • +
  • IYT
    Ishares Trust Ish
  • $79.36
  • -0.94%
  • $80.22

The Trannies are an important part of the industrial sector, a way to add volatility within.

People owning IYT also tend to own: DOEWJGDXXHBAAPLDISFXI

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  • +
  • ITA
    Ishares Ishares D
  • $57.46
  • +0.58%
  • $57.13

I use defense stocks in every portfolio, as opposed to the ETF, to ahve a chance of having something go up if there is ever a terror attack again. I should note that some clients do own the ETF.

People owning ITA also tend to own: AAPLAMRCOSTDEGOOGGSJWN

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  • +
  • IYK
    Ishares Dow Jones
  • $59.28
  • -0.20%
  • $59.67

Straight forward, plain vanilla consumer exposure. Some clients own this one.

People owning IYK also tend to own: ADBEADMAMGNBNICBECSXERTS

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  • +
  • IHI
    Ishares Ishares D
  • $57.67
  • -0.74%
  • $58.34

Devices seems to be a good way to add outperformance in the healthcare sector.

People owning IHI also tend to own: AGGDRFDTDEWAEWHGLDPHO

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  • +
  • EWA
    Ishares Trust (ba
  • $23.75
  • -0.96%
  • $24.07

I view Australia as a must own, although I do prefer an individual stock.

People owning EWA also tend to own: GABTXPHOSAGBXSFVBXUAASPVHAL

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