Buy Right Income Etfs
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Created by Martin Howard
DESCRIPTION:

Date updated:10-21-2009

This is a very safe portfolio for the moderate aggressive investor. It has bonds, and equities that are hedged by call options.It also features sector rotation. It has an extra small percentage in energy,materials, and emerging markets. Otherwise, the portfolio might be underweight these important areas. I have also alloted a small percentage to consumer staples as a hedge in bear markets.The breakdown is as follows: approx 30% bonds, 20% call option equities,40% sector rotation equities, and 10% natural resources,emerging markets ,and consumer staples equities.

symbol name last price % change open
  • +
  • LQD
    Ishares Gs $ Inve
  • $105.95
  • -0.47%
  • $106.53

2% of the portfolio, corporate bonds.

People owning LQD also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • AGG
    Ishares Barclay
  • $105.17
  • +0.04%
  • $105.16

20% total bonds.

People owning AGG also tend to own: DRFDTDEWAEWHGLDIHIPHO

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  • +
  • TIP
    Ishares Barclays
  • $105.66
  • 0.00%
  • $105.72

2% Treasury bonds.

People owning TIP also tend to own: EPIQJNJCUTDBCEEMEFAFXY

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  • +
  • SHY
    Ishares Brcly 1-3
  • $84.16
  • +0.02%
  • $84.17

2% Short term bonds.

People owning SHY also tend to own: BEARXPHOALLBBYDVYIWFLOW

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  • +
  • PBP
    Powershares S&p 5
  • $20.998
  • +0.34%
  • $20.97

20% equities with call option.

People owning PBP also tend to own: AGGEMBIGEIROJNKLQDRHS

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  • +
  • IRO
    Claymore/zacks Di
  • $18.073
  • +0.07%
  • $17.9783

20% Sector rotation dividend.

People owning IRO also tend to own: AGGEMBIGEJNKLQDPBPRHS

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  • +
  • XRO
    Claymore/zacks Se
  • $19.66
  • -0.51%
  • $19.65

20% Sector rotation large cap.

People owning XRO also tend to own: CVYDEFEEBEWJFBTFDNGLD

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  • +
  • JNK
    Spdr Barclay Hyb
  • $38.06
  • -0.05%
  • $38.09

2% Riskier bonds.

People owning JNK also tend to own: CCATCHUEMFSLBXJCIJPM

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Start Price

Return Value

Start Date
LQD 105.26 +0.66% Oct 21st
AGG 104.70 +0.45% Oct 21st
TIP 104.33 +1.27% Oct 21st
SHY 83.96 +0.24% Oct 21st
PBP 20.535 +2.25% Oct 21st
IRO 18.32 -1.35% Oct 21st
XRO 19.92 -1.31% Oct 21st
JNK 38.46 -1.04% Oct 21st
EMB 104.04 -1.33% Oct 21st
IGE 35.42 -4.57% Oct 21st
VWO 40.69 -0.34% Oct 21st
RHS 49.69 +0.07% Oct 21st

Average return:

 -0.42%

Success rate:

 50%

Tracking Started: 10-21-2009

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