Buy and Hold vs. Moving Average ETF Investing 6-25-10

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

Not a good week for the markets. The trend was down for the week and the S&P500 closed down about 46 points giving back twice as much as was gained the week before.

The buy and hold ETF investor lost about $373 in the balanced ETF portfolio. His total portfolio is now valued at $14,889 and the total gain is 48.2% since we starting tracking this portfolio in March of 2009.

The moving average ETF investor lost about $220 for the week. His portfolio is now valued at $10,862 (same balanced portfolio). He has gained 8.1% 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. 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)