ETF expert portfolios

A simple ETF strategy for beginning investors

Richard Jenkins' ETF portfolio is for investors with relatively small amounts of money to invest. It was launched on March 15, 2004, with a $100 purchase of the Vanguard Total Stock Market Viper ETF. In each succeeding month, another $100 is invested in one of the five ETFs in the portfolio. In the first year, commissions reduce the overall return by 4%, but that cost drops to 2% in the second year, 1.3% in the third year and 0.8% by the fifth year. For more on how this strategy works, see Start investing with just $100.

Portfolio			Quotes delayed at least 20 minutes.
Symbol	Name	Quantity*	Last	Change	% Change	Gain	% Gain	Market Value
VTI	Vanguard Total Stock Market ETF	24.976	$62.63	$0.00	0.00%	-$20.12	-1.22%	$1,564.25
IYR	ISHARE DJ R EST INX	11.116	$63.46	$0.00	0.00%	$5.42	0.72%	$705.42
AGG	ISHARES LEH AGG FD	9.338	$100.74	$0.00	0.00%	$44.43	4.58%	$940.71
IYM	ISHARE DJ BASIC SEC	8.647	$68.51	$0.00	0.00%	$192.38	45.36%	$592.41
EFA	ISHARES MSCI EAFE FD	14.944	$59.44	$0.00	0.00%	-$11.73	-1.26%	$888.27
	Cash							$0.00
Totals				$0.00		($38.52)	-0.81%	$4,691.06

*A negative quantity value indicates that the contestant has taken a short position.