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The increase in markets during March has created opportunities to get fully invested in the FOF portfolio (see chart below). You should position your portfolio with 20% in each of the following ETFs: Â
PowerShares Listed Private Equity (PSP)
Vanguard Emerging Mkts Stock Idx (VWO)
Vanguard Total Stock Mkt Idx (VTI)
All of these ETFs are priced above their 100-day moving average. Small caps continue to outperform large caps through the first 3 months of 2010. The hedge funds are having a better year as the private equity ETF (PSP) is looking good thru March. In fact, PSP is the yearly leader in all FOF asset classes with a return of 8.67% so far. The emerging market ETF (VWO) has moved back into the top five for April investments. Aside from VWO, the majority of ETFs are investments in the U. S. which is a good place to be now as Europe is where the uncertainty is in the credit markets. REITs are making a strong move as the commercial real estate problem is not as big as initially thought.
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