Buy and Hold vs. Moving Average ETF Investing(past 12 weeks)
Markets moved higher again. This is the 5th week in a row that the Dow and S&P was flat or moved higher. Dow was up 56, S&P was up 11. The Buy and Hold and Moving Average Investor portfolios are now at all time highs.
Our buy and hold ETF investor made about $152 in the balanced ETF portfolio. The moving average investor made about $99 for the week in a similar portfolio.
Here's the weekly update:
(Started in March 2009 with $10,000 in each portfolio)
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 are required this week.
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)
iShares Barclays 1-3 Yr Credit Bond (CSJ)
Vanguard European Stock (VGK)
Vanguard Pacific ETF (VPL)
Our buy and hold ETF investor made about $152 in the balanced ETF portfolio. The moving average investor made about $99 for the week in a similar portfolio.
Here's the weekly update:
| ETF Portfolio Value | % Gain | |
| Buy and Hold | $16,425 | 63.5 |
| Moving Average | $11,664 | 16.1 |
(Started in March 2009 with $10,000 in each portfolio)
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 are required this week.
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)
iShares Barclays 1-3 Yr Credit Bond (CSJ)
Vanguard European Stock (VGK)
Vanguard Pacific ETF (VPL)
No comments:
Post a Comment