Sunday, November 22, 2009

ETF Investing Strategies: Buy and Hold vs. Moving Average Week Ending 11-20-09

The S&P 500 lost about 3 points for the week. Monday through Wednesday the market went up and then pulled back on Thursday and Friday. Both of our investors had a loss for the week, although they were both pretty small.

First off, check out the graph for the most recent 12 weeks of performance for the moving averge ETF investor vs. an actively managed ETF portfolio.



The buy and hold ETF investor lost about $89 for the week. His total portfolio sits at $14,700 for a 46% gain since this comparison started 38 weeks ago.

The moving average ETF investor lost $56 for the week. He has $10,739 invested in the balanced ETF portfolio. His result is a 6.9% gain this far.

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