ETF Diversified
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Created by Gabe_CA
DESCRIPTION:

Date updated:08-16-2007

This long-term portfolio aims to provide diversification and foreign exposure using only ETFs. It is underweight financials, and overweight tech (especially foreign), industry & basic materials. This portfolio should be combined with the Stock Diversified portfolio (http://stockpickr.com/members/port/Stock-Diversified/) to increase exposure to good individual stocks.

The sector composition is as follows, using Marketwatch data: 9.1% financial, 24.1% tech, 15.2% industrial, 10.7% health care, 7.1% services, 4.8% energy, 6.8% goods, 0.7% utilities, 2.4% telecom, 5.1% basic materials (the remaining part is uncategorized).

To get this composition capital should be distributed as follows:

QQQQ 13.51%
IWP 6.75%
PPA 6.75%
DIA 13.51%
XLE 2.72%
XLV 6.75%
EWT 16.65%
EWY 20%
EEM 13.35%

I believe this portfolio could provide solid returns once the selloff is over.

symbol name last price % change open
  • +
  • QQQQ
    Powershares Excha
  • $43.44
  • -0.50%
  • $43.42

Increase tech exposure

People owning QQQQ also tend to own: ABTBKCATCSCOCTXDEDHI

TheStreet.com Rating: No Rating What is this?

  • +
  • IWP
    Ishare Rs Mc Gr I
  • $42.92
  • 0.00%
  • $N/A

Cover mid-cap growth companies

People owning IWP also tend to own: ATFEWZFXIICFIIFIWSPWB

TheStreet.com Rating: No Rating What is this?

  • +
  • PPA
    Powershares
  • $16.49
  • 0.00%
  • $N/A

Aerospace & defense is on the rise, increase industrial exposure

People owning PPA also tend to own: AMGNCMOMSFTRIOAAPLCSCO

TheStreet.com Rating: No Rating What is this?

  • +
  • DIA
    Diamonds Trust Se
  • $103.25
  • -0.06%
  • $102.92

Large companies, less financial exposure than SPY

People owning DIA also tend to own: GOOGGRMNQQQQRHATSPYUNYHOO

TheStreet.com Rating: No Rating What is this?

  • +
  • XLE
    Energy Select Spd
  • $56.60
  • -0.93%
  • $56.81

Without it portfolio would be severely underweight energy

People owning XLE also tend to own: ATVICCJCELGCRZODSXDVNEMC

TheStreet.com Rating: No Rating What is this?

  • +
  • XLV
    Healthcare Ss Spd
  • $30.39
  • 0.00%
  • $N/A

Without it portfolio would be severely underweight health care

People owning XLV also tend to own: ATVICCJCELGCRZODSXDVNEMC

TheStreet.com Rating: No Rating What is this?

  • +
  • EWT
    Ishare Msci Taiwa
  • $12.37
  • 0.00%
  • $12.25

55% tech exposure, best of China

People owning EWT also tend to own: BFKCHKCMCSACOPDBNDFJEWY

TheStreet.com Rating: No Rating What is this?

  • +
  • EWY
    Ishare Msci So.ko
  • $46.08
  • 0.00%
  • $N/A

Korea is the new tech empire in the east, free trade agreement with U.S

People owning EWY also tend to own: ABTBKCATCSCOCTXDEDHI

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Start Price

Return Value

Start Date
QQQQ 45.90 -5.36% Aug 16th
IWP 106.23 -59.60% Aug 16th
PPA 20.90 -21.10% Aug 16th
DIA 128.85 -19.87% Aug 16th
XLE 65.50 -13.59% Aug 16th
XLV 33.64 -9.66% Aug 16th
EWT 14.78 -16.31% Aug 16th
EWY 58.47 -21.19% Aug 16th
EEM 120.55 -66.28% Aug 16th

Average return:

 -25.88%

Success rate:

 0%

Tracking Started: 08-16-2007

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