Middleton's ETF picks
Tim started a portfolio of exchange-traded funds in November 2003 and has been beating the market with it ever since. Here's how its components have fared. You can look at how the actively managed portfolio is doing here.

Select a portfolio to view:
 

Period:    Picks:   
Symbol Company name Performance Sorting Date picked Close date Pick details
EEBClaymore/BNY Mellon BRIC ETF91.65%12/30/2008 n/a Details
IGE iShares S&P North Amer Natural Resources67.42%3/23/2005 n/a Details
ICF iShares Cohen & Steers Realty Majors67.20%6/24/2005 n/a Details
SPY SPDRs43.29%3/23/2005 n/a Details
EFViShares MSCI EAFE Value Index31.27%12/30/2008 n/a Details
VBRVanguard Small Cap Value Index22.36%6/29/2009 n/a Details
VTVVanguard Value Index21.11%6/29/2009 n/a Details
AGG iShares Barclays Aggregate Bond8.28%3/23/2005 n/a Details
LQDiShares iBoxx $ Invest Grade Corp Bond6.18%12/30/2008 n/a Details
MBBiShares Barclays MBS Bond3.22%12/30/2008 n/a Details
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Middleton's ETF picks, Last 52 weeks36.20%
S&P 500 benchmark, Last 52 weeks44.82%
 
All: This view displays the performance of all picks for the selected time period. Closed picks appear on a gray background.

Open: This view displays the performance of open picks for the selected time period.

Closed: This view displays the performance of closed picks that were open for some portion of the selected time period. Closed picks appear on a gray background.

Performance data for Open picks is calculated daily based on the opening price on the date the stock was recommended or the start of the selected period, whichever is later, to the previous day’s closing price, plus any issued dividends in the selected time period.

Performance data for Closed picks is calculated based on the opening price on the date the stock was recommended or the start of the selected period, whichever is later, to the closing price on the date the stock was closed, plus any dividends issued during the selected time period.

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