ETF Diversified
614 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
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
  • $42.60
  • +0.59%
  • $42.12

Increase tech exposure

People owning QQQQ also tend to own: DIAGOOGGRMNRHATSPYUNYHOO

TheStreet.com Rating: No Rating What is this?

  • +
  • IWP
    Ishare Rs Mc Gr I
  • $42.49
  • 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
  • $16.09
  • 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
  • $100.37
  • +0.21%
  • $99.65

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
  • $57.08
  • -0.26%
  • $56.66

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
  • $29.16
  • 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
  • $12.09
  • -0.17%
  • $12.00

55% tech exposure, best of China

People owning EWT also tend to own: ABTBKCATCSCOCTXDEDHI

TheStreet.com Rating: No Rating What is this?

  • +
  • EWY
    Ishare Msci So.ko
  • $44.50
  • 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: CBHFSMEXIFNMAPTXBFKCHKCMCSA

TheStreet.com Rating: No Rating What is this?

  • Page 1 of 2
  • 1
  • 2
previous next
 

Start Price

Return Value

Start Date
QQQQ 45.90 -7.19% Aug 16th
IWP 106.23 -60.00% Aug 16th
PPA 20.90 -23.01% Aug 16th
DIA 128.85 -22.10% Aug 16th
XLE 65.50 -12.85% Aug 16th
XLV 33.64 -13.32% Aug 16th
EWT 14.78 -18.20% Aug 16th
EWY 58.47 -23.89% Aug 16th
EEM 120.55 -67.11% Aug 16th

Average return:

 -27.52%

Success rate:

 0%

Tracking Started: 08-16-2007

Comments not available

ADD YOUR COMMENTS:

latest articles | popular forums
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...

11.09.09 | 11:01 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...

11.09.09 | 08:04 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
Robotic Stock Trading Software
11.05.09 | 14:31 PM From author jm.4769
more forums
recent answers | popular answers
bubble(2)
Q. there is a good article on cnbc....
11.09.09 | 12:17 PM Asked by patrick1

A. it really doesn't matter as long as you
continue to use the same parameters for
calculating these things.

show all recent stockpickr answers
today 's lists
Rising on Unusual Volume

Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more

Cramer's Lightning Round

These are the stocks from Jim Cramer's Oct. 30 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more

show all today's lists