Scott’s Investments using Google Docs. The portfolio consists of the ETFs with the best momentum among 5 ETFs: Vanguard Total Bond Market ETF (NYSE:BND), PowerShares DB Commodity Index Tracking (NYSE:DBC), Vanguard FTSE All-World ex-US ETF (NYSE:VEU), Vanguard REIT Index ETF (NYSE:VNQ), Vanguard Total Stock Market ETF (NYSE:VTI).
I have improved the way the portfolio is tracked on Scott’s Investments – it is now tracked as a hypothetical portfolio as if it were being managed real-time, with a $10,000 starting balance. Year to date the portfolio is up 2.99%.
Many of the strategies listed here were inspired in part by Mebane Faber, author of The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets. For an even better explanation of some of the strategies, I recommend the book. Also, he has a new project which allows users to replicate the best performing hedge funds, AlphaClone.
The data source for the information below is Finviz, which has some of the best free financial data on the web (as well as a new elite service) and Google Finance.
|Ticker||Company||Performance (Quarter)||Half Year||Year||Average Return||200-Day SMA|
|(BND)||Vanguard Total Bond Market ETF||-1.60%||0.26%||5.01%||1.22%||0.43%|
|(DBC)||PowerShares DB Commodity Index Tracking||13.30%||22.29%||22.76%||19.45%||18.40%|
|(VEU)||Vanguard FTSE All-World ex-US ETF||4.52%||11.99%||16.91%||11.14%||11.11%|
|(VNQ)||Vanguard REIT Index ETF||5.95%||10.75%||37.79%||18.16%||11.42%|
|(VTI)||Vanguard Total Stock Market ETF||9.70%||16.53%||22.39%||16.21%||12.71%|
Scott’s Investments focuses on several different ETF portfolio strategies ranging from Basic, Individual, Country, US Sector, and Global Sector ETF portfolios.