Sunday, November 7, 2010

Buy and Hold vs. Moving Average ETF Investing 11-5-10

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

Wow! Did the markets like the election results? I guess they did with the Dow and S&P moving up sharply this week, especially on Wednesday. The Dow was up about 324 points and the S&P 500 was up 41. This was a very good week for the markets and the rally continues.

Both the Buy and Hold and Moving Average Investor portfolios are at all time highs. Our buy and hold ETF investor made about $609 in the balanced ETF portfolio. The moving average investor made about $403 for the week in a similar portfolio.

Here's the weekly update:


ETF Portfolio Value% Gain
Buy and Hold$17,035 69.6
Moving Average$12,074 20.2

(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)

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