The primary blog crashed this morning and my be out of commission for a time until I am able to free up some disk space.
Platinum members not tracking a particular portfolio will be interested in the Basic portfolio as it includes all the ETFs needed to build a global portfolio. Further, all the ETFs are commission free for TDAmeritrade clients with exception of GLD and SDS. Rare is the time we expect to use SDS in a portfolio, but I include it as it serves as the “canary” in the portfolio. The momentum percentage of SDS is a weather vane of market direction.
Efficient Frontier: The recent decline in the market shifted the efficient frontier graph toward the southeast. The current portfolio carries a little higher risk and the projected return is lower.
Rankings: The following data is current as of 8/15/2013. We are paying particular attention to ETFs that rank above SHY and we prefer to invest in ETFs that are above both VTI and SHY.
Buy-Hold-Sell Recommendations: Most of the rebalancing already occurred so this portfolio needs very little tweaking for another 33 days. Carefully examine the data below and see what changes you might make in this $100,000 portfolio.