Equality
1151 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by dac
DESCRIPTION:

Date updated:05-16-2007

Domestic Stock, Intern'l stock, Real Estate, Commodities and Bonds in equal shares. I got my idea for this portfolio from this blog

http://worldbeta.blogspot.com/index.html

and here it is on stockpickr

http://stockpickr.com/members/port/Global-Tactical-Asset-Allocation-GTAA/.

I put my own spin on this with a total U.S. mkt etf, total international etf, a different commodity index and now a Vanguard total bond etf.

symbol name last price % change open
  • +
  • VTI
    Vanguard Ttl Etf
  • $55.46
  • +0.51%
  • $55.50

total U.S. market etf

People owning VTI also tend to own: IFNMIDDEFAIYMIYRMMMCUT

TheStreet.com Rating: No Rating What is this?

  • +
  • VEU
    Vg Ftse Allwd Us
  • $44.74
  • 0.00%
  • $N/A

total international stock etf

People owning VEU also tend to own: ACAPAUOHPQLMTPIDRTNUHT

TheStreet.com Rating: No Rating What is this?

  • +
  • VNQ
    Vanguard Sf Reit
  • $41.95
  • 0.00%
  • $N/A

REIT

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

TheStreet.com Rating: No Rating What is this?

  • +
  • DJP
    Ipath Dj Ubscitr
  • $40.46
  • 0.00%
  • $N/A

Commodity. This is an exchange traded note. This one is less weighted to oil than most.

People owning DJP also tend to own: BIKBNDCDIAEXPEGDXGLD

TheStreet.com Rating: No Rating What is this?

  • +
  • BND
    Vanguard Ttl Bd M
  • $79.47
  • 0.00%
  • $N/A

Total Bond ETF.11 % exp ratio

People owning BND also tend to own: DBCEFARWXSPYVWOBIKC

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

VTI 142.09 -60.97% Mar 27th
VEU 52.70 -15.10% Mar 27th
VNQ 78.62 -46.64% Mar 27th
DJP 50.22 -19.43% Mar 27th
BND 75.23 +5.64% May 16th

Average return:

-22.67%

Success rate:

20%

Deleted Stocks:

AGG 100.37 -0.46% Mar 27th

Tracking Started: 03-27-2007

Comments not available

ADD YOUR COMMENTS:

'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 12, 2009 According to CNBC’s “Fast Money” traders, stocks continued to move higher this week, maintaining their strength off the ...

11.12.09 | 11:44 AM
Squeezing the Shorts: Large-Cap ...

By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...

11.11.09 | 15:19 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...

11.10.09 | 15:04 PM
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
more articles
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
virtualscopics ( vscp ) reported...
11.12.09 | 18:12 PM From author arses
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
more forums
today 's lists
52-Week Highs

Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more

Biggest % Gainers

Here are some of the largest % gainers from Nov. 2, 2009. more

Rising on Unusual Volume

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