In preparation for the Kepler review coming up tomorrow, the following ETF ranking is quite close to what I will be using should any sales or purchases be required. Very little action was required over the past 30 days and I expect the portfolio will be quite stable in January.
ETF Rankings: As expected, U.S. Equities dominate all the top spots. Developed international markets continue to lag, something we expect to see change. Emerging markets will eventually improve, but as readers can see, the relative acceleration is the worst of the group. Recommendations: Stay away from ETFs under-performing SHY.