Buy and Hold vs. Moving Average ETF Investing(most recent 12 weeks)
Happy Father's Day to those dad's out there. General trend up for this past week which was a nice. The S&P500 closed up about 22 points higher for the week.
The buy and hold ETF investor made about $350 in the balanced ETF portfolio. His total portfolio is now valued at $15,262.54 and the total gain is 52% since we starting tracking this portfolio in March of 2009.
The moving average ETF investor gained about $165 for the week. His portfolio is now valued at $11,082 (same balanced portfolio). He has gained 10.3% for the same time period.
The buy and hold ETF investor made about $350 in the balanced ETF portfolio. His total portfolio is now valued at $15,262.54 and the total gain is 52% since we starting tracking this portfolio in March of 2009.
The moving average ETF investor gained about $165 for the week. His portfolio is now valued at $11,082 (same balanced portfolio). He has gained 10.3% for the same time period.
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. No changes this week. Here is how the moving average investor is currently invested...
Invested:
SPDRs (SPY)
Vanguard Total Stock Market (VTI)
iShares Russell 2000 Index (IWM)
Vanguard SF REIT (VNQ)
Vanguard Emerging Markets (VWO)
iShares Barclays Aggregate Bond (AGG)
iShares Barclays TIP (TIP)
Not Invested:
Vanguard European Stock (VGK)
Vanguard Pacific ETF (VPL)
iShares Barclays 1-3 Yr Credit Bond (CSJ)
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