The US Sector, Basic ETF, and ETFReplay.com portfolio’s have been updated for June. I will try to write a more robust write up this weekend, but the key points are below:
US Sector Momentum – Rotating from consumer discretionary (XLY) into financials (XLF) based on 6-month price momentum. Year-to-date the strategy is down over 6%. For background on this strategy click here.
Basic ETF Portfolio – No change in the existing positions of Vanguard Total Stock Market ETF (VTI), Vanguard REIT Index ETF (VNQ), and Vanguard Total Bond Market ETF (BND). These three ETFs remain above their 200 day simple moving average and have the highest momentum of the five. For strategy background, click here.
ETFReplay.com Portfolio – There is a full rotation out of current positions into four new positions for June. New additions are iShares iBoxx Invest Grade Bond (LQD), iShares Barclays 7-10 Yr Treasury (IEF), iShares Barclays TIPS (TIP), and U.S. Utilities Sector SPDR (XLU). Since inception the portfolio is up 9.25%. For background and last month’s update, click here.
Question to readers: Are these brief month-end summaries adequate? Or do you find value in more in-depth summaries of each portfolio?
Tip: When viewing portfolios on the site, use the links on the right hand side of the page to give a better view.
