Twelve ETF Portfolio: Moving From HYG to LQD

Ken Appel in London

Ken Appel in London

Here is the link to a basic 12-ETF portfolio.  In addition to examining the ETFs that make up the portfolio, take time to look at the Correlation Matrix.

Over time I plan to sell some shares in HYG and move those funds over to LQD.  View this comparison link to see why I might be inclined to make the change.  If looking for income, HYG does have a higher yield than LQD.

 

Newton Portfolio Update: 21 January 2013

Once again it is time to review and update the Newton Portfolio, one of the largest tracked here at ITA Wealth Management.  Below is the Dashboard for the Newton.  This screenshot or slide is captured from the Newton TLH Spreadsheet.  Followers of this portfolio will note we have worked down the excessive cash holding, although it is still over target.  With the market near a high point, excess cash does not bother me.

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“Delta Factor” Projections For Equity ETFs

Several weeks passed since the “Delta Factor” projections were last posted for equity ETFs.  In the following screenshots I show both the projections and what a portfolio would look like were it populated with nearly equal percentages of a wide array of equity ETFs.  First, here is the “Delta Factor” table of projections.

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