Buy and Hold vs. Moving Average ETF Investing 6-4-10

Buy and Hold vs. Moving Average ETF Investing
(most recent 12 weeks)

Another bad week for the market. The S&P 500 lost over 22 points for the week and is down about 9% since early May.

The buy and hold ETF investor lost a stinging $435 last week in the balanced ETF portfolio. His total portfolio balance is now down to $14,456 and the total gain is 43.9% since we starting tracking this portfolio in March of 2009.

The moving average ETF investor lost about $264 for the week. His portfolio is now valued at $10,658 (same balanced portfolio). He gain is down to 6.1% for the same time period.

Moving Average Update
Each week, the moving average investor compares the 50 day MA against the 200 day MA to see if he should sell (or buy) any of the 10 ETFs in the balanced ETF portfolio. Please see the post prior to this one regarding what the SPY is currently looking like.

After reviewing the 10 ETF's for this week, there is no change to be made to the portfolio although 1 or 2 more ETF's are close to sell. The moving average investor is long in each ETF except Vanguard European Stock ETF, symbol VGK.