Monday, November 15, 2010

Buy and Hold vs. Moving Average ETF Investing 11-12-10

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

Markets finally pulled back. Long over due in my opinion. The Dow lost 247 points and the S&P 500 dropped 24 points. As a result, our two ETF investors lost a pretty good amount of money this past week.

Our buy and hold ETF investor lost over $450 in the balanced ETF portfolio. The moving average investor lost about $300 for the week in a similar portfolio.

Here's the weekly update:


ETF Portfolio Value% Gain
Buy and Hold$16582.81 65.1
Moving Average$11772.96 17.2

(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)

No comments:

Post a Comment