Equality
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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
  • $45.10
  • -2.80%
  • $45.71

total U.S. market etf

People owning VTI also tend to own: IFNMIDDEFAIYMIYRMMMCUT

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  • +
  • VEU
    Vg Ftse Allwd Us
  • $32.11
  • -2.62%
  • $32.69

total international stock etf

People owning VEU also tend to own: ACAPAUOHPQLMTPIDRTNUHT

TheStreet.com Rating: No Rating What is this?

  • +
  • VNQ
    Vanguard Sf Reit
  • $35.15
  • -3.35%
  • $36.15

REIT

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

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  • +
  • DJP
    Ipath Dj Aigcitr
  • $36.13
  • -3.65%
  • $37.10

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

People owning DJP also tend to own: BIKBNDCDIAEXPEGDXGLD

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  • +
  • BND
    Vanguard Ttl Bd M
  • $78.09
  • +0.31%
  • $78.22

Total Bond ETF.11 % exp ratio

People owning BND also tend to own: DBCEFARWXSPYVWOBIKC

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Start Price

Return Value

Start Date
VTI 142.09 -68.26% Mar 27th
VEU 52.70 -39.07% Mar 27th
VNQ 78.62 -55.29% Mar 27th
DJP 50.22 -28.06% Mar 27th
BND 75.23 +3.80% May 16th

Average return:

 -31.07%

Success rate:

 20%

Deleted Stocks:
AGG 100.37 -0.46% Mar 27th

Tracking Started: 03-27-2007

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