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Articles on BLV

  • Using Asset Classes in Amerivest Guided Portfolios to Construct ETF Portfolios

    07/22/2011

    We have just released ETF based plan Amerivest Guided Portfolios Based ETF Plan that uses index ETFs to represent the asset classes suggested by the Amerivest balanced portfolio. Based on Amerivest, the model portfolios are suggested by Morningstars.

    One can see the list of ETFs used in this plan from the Investment Options of the plan.

    This plan investment choice is rated as average based on our plan rating methodology that measures the effectiveness of a plan's available investment funds. It has the following detailed ratings:

    Diversification -- Rated as great (94%)
    Fund Quality -- Rated as below average (26%)
    Portfolio Building -- Rated as below average (23%)
    Overall Rating -- Average (45%)

    The performance has been reasonable.

    Portfolio Performance Comparison

    Portfolio/Fund Name 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
    VFINX 23% 151% 3% 15% 3% 8%
    Amerivest Guided Portfolios Based ETF Plan Strategic Asset Allocation Moderate 19% 181% 3% 17% 6% 34%
    Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Moderate 14% 125% 7% 44% 11% 76%
    VBINX 16% 203% 6% 32% 5% 28%

    Both SAA and TAA portfolios beat the general S&P 500 (SPX) (VFINX) and the balanced portfolio index (VBINX) in the last 5 years.

    See more detailed comparison from our comparison tool here. Users can change the parameters on that page to compare with other portfolios or funds.

    See the SeekingAlpha article for some detailed description on this plan.

    In general, this is a good plan that has very good diversification. Users can do more comparison and studies on this.

    Symbols: BIV, SPX, BLV, BND, BSV, BWX, DBC, EMB, GWX, IWC, JNK, MBB, TIP, VBK, VBR, VEU, VNQ, VOE, VOT, VTI, VTV, VUG, VWO, Brokerage Plans

     

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  • Relax: Doing Less With Your Investments

    03/30/2011

    Doing Less With Your Investments March 28, 2011 by Nanette Byrnes

     

    In his latest Behavior Gap Newsletter, Carl Richards nails that feeling of confusion that comes when we learn first hand that “past performance is not a guarantee of future results.”

    Investing isn’t like hiring a basketball coach, Richards argues, but rather like planting an oak tree:“You never plant a tree and then pull it out every time the wind blows just to check the roots.”

    He also quotes this gem from Warren Buffett: “Benign neglect, bordering on sloth, remains the hallmark of our investment process.”

    Why We Should Do Less With our Investments

    In his book Wise Investing Made Simpler Larry Swedroe makes a similar point using a study conducted by a trio of academics. Edwin J. Elton and Martin J. Gruber of New York University, and Christopher R. Blake of Fordham University, examined 43 401(k) plans from 1994 through 1999.

    Over those five years, the 401(k) plans added 215 new fund options for participants and dropped 45 funds from their plans. The funds added had a strong track record. Those that were dropped had poor recent performance.

    The professors soon discovered that the new funds promptly underperformed those that had been given the heave-ho.

    That brought the overall quality of the offerings down. Making matters worse, participants in the plans constantly chased performance by shifting money into last quarter’s top performers, the study notes.

    Give Your Money A Chance To Grow

    The argument Richards, Swedroe, and others make is simple. Having put thought and effort into setting up their investments, investors need to give them a chance to grow. That doesn’t mean you can’t appreciate their beauty and even check in on their performance now and again, but successful long-term investing requires patience.

    If you have ideas for setting the right balance between enlightened remove and dangerous neglect, chime in.

     

     

    Symbols: SPY, VTI, IYR, VNQ, ICF, AGG, BND, DBC, IVV, IYY, IWV, VV, DLN, RSP, SCHX, CLY, LQD, BLV, VCLT,  DGL, IAU, DBG, AGOL

    (SPY), (VTI), (IYR), (VNQ), (ICF), (AGG), (BND), (DBC), (IVV), (IYY), (IWV), (VV), (DLN), (RSP), (SCHX), (CLY), (LQD), (BLV), (VCLT),  (DGL), (IAU), (DBG), (AGOL)

     

     

     

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  • Will Harry Browne’s Permanent Portfolio Continue To Work?

    03/29/2011

    Portfolioist Article
    March 25, 2011 by Geoff Considine

    I just published an article over at Advisor Perspectives that is titled “What Investors Should Fear in The Permanent Portfolio” that looks at a very simple model portfolio proposed by Harry Browne.  This portfolio contains equal allocations to four elements: stocks, gold, long-term government bonds and cash.  Back in 1998 when Browne first proposed this portfolio in his book, Fail Safe Investing, it was decidedly harder to create your own version of this allocation model.  Today, you can easily implement this portfolio at fairly low cost using four ETFs. 

    Harry Browne’s Permanent Portfolio has gotten a great deal of attention–and many new advocates–due to its solid performance in recent years when more traditional asset allocations suffered substantial losses.  However, the question that investors need to ask is whether this will be a successful way to invest in the future. 

    I am not going to go through all of the analysis–but I will present three brief highlights here:
    1) There is no question that the simple asset allocation in the Permanent Portfolio has done very well in the last decade and more.

    2) The reliance on long-term bonds and gold has led to great performance but yields on long bonds are near historic lows and gold is near historic highs.

    3) The Permanent Portfolio is not likely to fare well in a rising interest rate environment.

    Ultimately, my conclusion is quite similar to that reached by William Bernstein, when he looked at this deceptively simple asset allocation.  The statistics suggest that the Permanent Portfolio does indeed capture elements that will do well in a wide variety of market conditions.  The danger for investors is piling into this strategy after a period that has been almost optimal for this approach vs. more conventional asset allocations.  For many of the latecomers to the Permanent Portfolio, there is a substantial risk that they are chasing performance and are thus setting themselves up for much lower future returns.

    Symbols: SPY,VTI,IYR,VNQ,ICF,AGG,BND,DBC,IVV,IYY,IWV,VV,DLN,RSP,SCHX,CLY,LQD,BLV,VCLT, DGL,IAU,DBG,AGOL,

    Exchange Symbols:

    (NYSE: SPY), (NYSE: VTI), (NYSE: IYR), (NYSE: VNQ), (NYSE: ICF), (NYSE: AGG), (NYSE: BND), (NYSE: DBC), (NYSE: IVV), (NYSE: IYY), (NYSE: IWV), (NYSE: VV), (NYSE: DLN), (NYSE: RSP), (NYSE: SCHX), (NYSE: CLY), (NYSE: LQD), (NYSE: BLV), (NYSE:VCLT),  (NYSE: DGL), (NYSE: IAU), (NYSE: DBG), (NYSE: AGOL)

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  • Initiating Tracking of US Subclasses

    02/22/2011

    We are initiating weekly tracking of the nine different styles or subclasses in the US Equity asset class. We use ETFs to represent each sub-class. We track returns over 1, 4, 13, 26, and 52 weeks and aggregate them to get a trend score. We then track the trend score to see the direction of each representative ETF in the subclass. By using an ETF from the same provider, we are attempting to normalize out performance of the ETF over the performance of the subclass.

     

    Assets Class

    Symbols

    02/18
    Trend
    Score

    02/11
    Trend
    Score

    Direction

    Russell Smallcap Growth

    IWO

    20.85%

    19.88%

    ^

    Russell Smallcap Index

    IWM

    18.7%

    17.58%

    ^

    Russell Midcap Growth

    IWP

    18.3%

    18.8%

    v

    Russell Smallcap Value

    IWN

    17.28%

    16.08%

    ^

    Russell Midcap Index

    IWR

    16.68%

    16.74%

    v

    Russell Midcap Value

    IWS

    15.91%

    15.66%

    ^

    Russell Largecap Growth

    IWF

    14.31%

    14.08%

    ^

    Russell Largecap Index

    IWB

    13.44%

    13.04%

    ^

    Russell Largecap Value

    IWD

    13.27%

    12.67%

    ^

    The trend score is defined as the average of 1,4,13,26 and 52 week total returns (including dividend reinvested).

    We note that most of the of the sub-classes are positive as the US bull market continues. We also note that Midcap is dropping in comparison to Smallcap - Midcap has been at the top of the list but is starting to be replaced by Smallcap. Finally we note that the order within a sub-class is Growth, Index (Blend), Value.

     

    Although the entire top three dropped compared to the prior week, the smalcaps dropped less than the midcap stock. The continuing bull market is moving investors away from the relative safety of large cap to the small cap stocks. The midcap, which had been a nice midway point, is being supplanted by the smallcap options as investors seek to maximize returns.

     

     

    The large cap stocks are solidly at the bottom of the table as investors look for higher returns. We note that the Largecap Value has the best performance in the short term even though it has had the poorest return over the longer time horizon.

     

    We would expect to see this picture to remain for some time unless the unrest in the Middle East and North Africa causes investors to look for safer US equities.

     

    Symbols:VCR,VDC,VIG,VWO,VDE,VEA,VGK,EDV,VFH,VEU,VSS,VUG,VHT,VYM,VIS,VGT,BIV,VCIT,BLV,VCLT,VGLT,VAW,MGC,MGK,MGV,VO,VOT,VOE,VMBS,VPL,VNQ,BSV,VGSH,VB,VBK,VBR,VOX,BND,VTI,VT,VPU,VTV,IJK,VBK,QQQQ,MDY,IWO,IJT,IJH,VB,VXF,IWP,IJR,VO,VOT,IWR,IJJ,VBR,IJS,IWN,RSP,IWM,IWS,VOE,VTV,IWC,SCHA,VTI,DIA,VUG,IWF,SPY,IWB,SDY,IVW,VIG,IVV,IWD,OEF,IVE,DVY,

     

    Disclosure:

    MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.

     

     

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  • E-Trade ETF Plan Hits Most of the High Notes

    02/16/2011

    ETrade All-Star ETF plan has recently been announced as no/low cost ETF plans become increasingly widespread. The company has attempted to make their selection on criteria such as low expense ratio, tracking error, liquidity, style purity, underlying holdings, and how well the ETF represents the index it seeks to replicate. In addition, ETFs chosen are passively managed, have at least 6-months trading history and are sponsored by a well balanced investment firm.

    The growth in number of ETFs are such that many of them are still new. In our analysis, we ignore ETF's that have less than one year's history which may negatively impact returns in the short term but, over time, they will come on-line and provide greater diversification.

    The plan consists of 40 funds giving exposure to 5 major assets: US Equity, Foreign Equity, REITs, Emerging Market Equity, Fixed Income.

     

    Asset Class Ticker Name
    LARGE BLEND RSP Rydex S&P Equal Weight
    LARGE BLEND SPY SPDR S&P 500
    LARGE GROWTH IWF iShares Russell 1000 Growth Index
    LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
    LARGE VALUE IWD iShares Russell 1000 Value Index
    LARGE VALUE DIA SPDR Dow Jones Industrial Average
    LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
    LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF
    MID-CAP BLEND VO Vanguard Mid-Cap ETF
    Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
    MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
    SMALL BLEND IWM iShares Russell 2000 Index
    Small Growth IWO iShares Russell 2000 Growth Index
    SMALL VALUE IWN iShares Russell 2000 Value Index
    Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
    Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
    High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
    High Yield Bond JNK SPDR Barclays Capital High Yield Bond
    Inflation-Protected Bond TIP iShares Barclays TIPS Bond
    Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
    Intermediate Government AGZ iShares Barclays Agency Bond
    Intermediate Government ITE SPDR Barclays Capital Interm Term Trs
    Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
    Intermediate-Term Bond CFT iShares Barclays Credit Bond
    Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
    Intermediate-Term Bond BND Vanguard Total Bond Market ETF
    LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd
    Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
    SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
    Short-Term Bond BSV Vanguard Short-Term Bond ETF
    WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
    WORLD BOND BWZ SPDR Barclays Cap S/T Intl Treasury Bond
    WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
    DIVERSIFIED EMERGING MKTS BIK SPDR S&P BRIC 40
    DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
    Foreign Large Blend EFA iShares MSCI EAFE Index
    Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
    Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
    Global Real Estate RWO SPDR Dow Jones Global Real Estate
    REAL ESTATE RWR SPDR Dow Jones REIT

     

    This is a good selection of funds which hit the main notes -- good choices in fixed income and the US and choices for international and domestic real estate as well as multiple selections in Foreign and emerging market classes.

    The US selections have one in the top ten performance ranking and so US there is room for improvement there.

    TKR
    Name
    Rank
     5 Yr AR%
    3yr AR%
    1yr AR%
    MPIQ Score
    IWO
    iShares Russell 2000 Growth 
    5
    3.73%
    5.45%
    39.77%
    55.4%
    VO
    Vanguard Mid-Cap ETF
    12
    3.60%
    3.05%
    36.00%
    47.8%
    VOT
    Vanguard Mid-Cap Growth ETF
    13
    0.00%
    3.26%
    42.68%
    47.6%
    IWN
    iShares Russell 2000 Value Index
    18
    1.61%
    3.65%
    32.80%
    41.5%
    RSP
    Rydex S&P Equal Weight
    19
    3.45%
    3.58%
    27.38%
    39.7%
    IWM
    iShares Russell 2000 Index
    20
    2.26%
    3.50%
    29.63%
    39.4%
    VOE
    Vanguard Mid-Cap Value ETF
    22
    0.00%
    2.95%
    29.26%
    33.7%
    DIA
    SPDR DJ  Industrial Average
    27
    4.35%
    0.33%
    19.15%
    28.3%
    IWF
    iShares Russell 1000 Growth Index
    29
    3%
    2.21%
    17.76%
    26.4%
    SPY
    SPDR S&P 500
    30
    2.07%
    -0.11%
    21.68%
    25.7%
    IWD
    iShares Russell 1000 Value Index
    36
    1.14%
    -2.81%
    18.67%
    16.7%
    MGK
    Vanguard Mega Cap 300 Growth
    NRV
    MGV
    Vanguard Mega Cap 300 Value
    NRV
    VYM
    Vanguard High Dividend Yield Indx 
    NRV


    NRV means not ranked because the trading volume was below our cutoff

    There is no commodity alternative. This may have been less important in the past, but with inflation almost inevitable, a commodities option such as DBC would make sense.

     

    As of Feb 15, 2011, this plan investment choice is rated as average based on MyPlanIQ's plan rating methodology that was designed to measure how effective a plan's available investment funds are .

    It has the following detailed ratings:

    Diversification -- Rated as great (89%)

    Fund Quality -- Rated as below average (17%)
    Portfolio Building -- Rated as average (42%)
    Overall Rating: average (49%)

    It is important to note that the fund quality rating is lower because of the lack of history -- as time marches on and the ETFs create more of a trail, we expect that rating to increase.

    Portfolio Discussions

    The chart and table below show the historical performance of moderate model portfolios employing strategic and tactical asset allocation strategies. For comparison purpose, we also include the moderate model portfolios of a typical 5 asset SIB (Simpler Is Better) plan . This SIB plan has the following candidate index funds and their ETFs equivalent:

    US Equity: SPY or VTI
    Foreign Equity: EFA or VEU
    REITs: IYR or VNQ or ICF
    Emerging Market Equity: EEM or VWO
    Fixed Income: AGG or BND
    Performance chart (as of Feb 15, 2011)

    Performance table (as of Feb 15, 2011)

    Portfolio Name 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
    Etrade All Star ETFs Tactical Asset Allocation Moderate 14% 117% 9% 69% 11% 71%
    Etrade All Star ETFs Strategic Asset Allocation Moderate 16% 146% 2% 12% 5% 19%
    Five Core Asset ETF Benchmark Tactical Asset Allocation Moderate 14% 124% 8% 65% 11% 72%
    Five Core Asset ETF Benchmark Strategic Asset Allocation Moderate 19% 157% 4% 18% 6% 24%

    Currently Real Estate, US Equity and Commodities are doing well. US Equity and Real Estate available to Etrade All Star ETFs participants.

    The plan runs neck and neck with the benchmark but we would expect it to pull away as more of the funds establish history and can be used in the portfolio.

    To summarize, Etrade All Star ETF plan ticks most of the boxes but would be strengthened by adding commodity choices.

    Disclosure:

    MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. It does not set up plans. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.

     

    Symbols:SPY,VTI,EFA,VEU,EEM,VWO,IYR,VNQ,ICF,AGG,BND,HYG,JNK,PHB,CIU,BIV,GWL,PFA,IVE,IWW,JKF,VTV,ELV,PWV,RPV,SCHV,SCZ,EFV,PID,DWM,IFGL,RWX,IGOV,BWX,WIP,IVV,IYY,IWV,VV,DLN,RSP,SCHX,SHY,SHV,VGSH,PLK,USY,TLT,TLH,IEF,EDV,VGLT,TLO,PLW,IVW,IWZ,JKE,VUG,ELG,QQQQ,RPG,SCHG,IJJ,IWS,JKI,VOE,EMV,PWP,RFV,UVU,IJH,IWR,JKG,VO,MDY,EMM,PJG,DON,EZM,MVV,IJS,IWN,JKL,VBR,DSV,PWY,RZV,UVT,IJR,IWM,JKJ,VB,DSC,PJM,DES,SAA,UWM,SCHA,GMM,PXH,DEM,SCHE,CLY,LQD,BLV,VCLT,PCY,CSJ,BSV,VCSH,IEI,VGIT,ITE,IJK,IWP,VOT,EMG,PWJ,RFG,UKW,IJT,IWO,JKK,VBK,DSG,PWT,RZG,UKK,TIP,DBC

    labels:IRA,Retirement,Investment,ETF,Portfolio,construction, 

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  • End of the Year Review of Luminary Portfolios -- II

    01/01/2011

  • American Express Provides Above Average Investment Choices in Its 401K Plan

    12/06/2010

  • Top Tier ETF Broker Playoffs II

    10/26/2010

  • Lazy Portfolios -- The Playoffs II

    10/19/2010

  • Lazy Portfolios -- The Playoffs

    10/19/2010

First   1   Last  

  • AMERICAN EXPRESS RETIREMENT SAVINGS PLAN Report On 12/03/2010

    12/03/2010

    This report reviews AMERICAN EXPRESS RETIREMENT SAVINGS PLAN plan. We will discuss the investment choices and present the plan rating by MyPlanIQ. Current economic and market conditions are discussed in the context of the investment portfolios in the plan. We will then show how participants in AMERICAN EXPRESS RETIREMENT SAVINGS PLAN can achieve reasonable investment results using asset allocation strategies.

    Plan Review and Rating

    --

    AMERICAN EXPRESS RETIREMENT SAVINGS PLAN's 401K plan consists of 24 funds. These funds enable participants to gain exposure to 4 major assets: US Equity, Foreign Equity, Emerging Market Equity, Fixed Income. The list of minor asset classes covered:

    Diversified Emerging Mkts: EEM, GMM, PXH, DEM, SCHE
    Foreign Large Blend: EFA, VEU, GWL, PFA
    Foreign Large Value: EFV, PID, DWM
    Foreign Small/mid Value: SCZ
    Intermediate-term Bond: AGG, CIU, BIV, BND
    Large Blend: IVV, IYY, IWV, VTI, VV, SPY, DLN, RSP, SCHX
    Long-term Bond: CLY, LQD, BLV, VCLT
    Mid-cap Blend: IJH, IWR, JKG, VO, MDY, EMM, PJG, DON, EZM, MVV
    Small Blend: IJR, IWM, JKJ, VB, DSC, PJM, DES, SAA, UWM, SCHA
    Us Equity: IVV, IYY, IWV, VTI, VV, SPY, DLN, RSP, SCHX

    As of Dec 2, 2010, this plan investment choice is rated as based on MyPlanIQ Plan Rating methodology that measures the effectiveness of a plan's available investment funds. It has the following detailed ratings:

    Diversification -- Rated as (61%)
    Fund Quality -- Rated as (60%)
    Portfolio Building -- Rated as (96%)
    Overall Rating: (75%)

    Current Economic and Market Conditions

    We have experienced an uncertain 2010: plenty of worries on whether the US economy will climb out of the great recession and recover.

    • The Federal Reserve embarked on Quantitative Easing II (QE2) to stimulate the economy.
    • The housing market is still at its low but largely stabilized.
    • The unemployment rate is stuck at 9%.

    Americans continue to face an uncertain future, given (among others) the high unemployment rate, large federal and local government debts and global trade imbalance. With such an economic backdrop, the stock and debt markets are going to be volatile. Despite this, markets have been resilient and appear positioned to rebound.

    In this market it is even more critical to properly diversify and respond market changes. MyPlanIQ offers two asset allocation strategies: strategic and tactical asset allocation strategies ( SAA and TAA for participants in AMERICAN EXPRESS RETIREMENT SAVINGS PLAN).

    Strategic Asset Allocation is based on well known modern portfolio theory and its key features include: diversification, proper fund selection and periodically re-balancing.

    Tactical Asset Allocation works on a diversified array of assets provided by funds in a plan and adjusts asset mixes based on market conditions such as asset price momentum utilized by TAA.

    Portfolio Discussions

    The chart and table below show the historical performance of moderate model portfolios employing strategic and tactical asset allocation strategies. For comparison purpose, we also include the moderate model portfolios of a typical 4 asset SIB (Simpler Is Better) plan . This SIB plan has the following candidate index funds and their ETFs equivalent:

    US Equity: (SPY or VTI)
    Foreign Equity: (EFA or VEU)
    Emerging Market Equity: (EEM or VWO)
    Fixed Income: (AGG or BND)

    Performance chart (as of Dec 2, 2010)

    Performance table (as of Dec 2, 2010)

    Currently, asset classes in US Equity (SPY,VTI), Foreign Equity (EFA,VEU), Emerging Market Equity (EEM,VWO) and Fixed Income (AGG,BND) are doing relatively well. These asset classes are available to AMERICAN EXPRESS RETIREMENT SAVINGS PLAN participants.

    To summarize, AMERICAN EXPRESS RETIREMENT SAVINGS PLAN plan participants can achieve reasonable investment returns by adopting asset allocation strategies that are tailored to their risk profiles.

    Symbols: AXP , SPY , VTI , EFA , VEU , EEM , VWO , AGG , BND , IVV , IYY , IWV , VV , DLN , RSP , SCHX , CIU , BIV , GWL , PFA , SCZ , EFV , PID , DWM , IJH , IWR , JKG , VO , MDY , EMM , PJG , DON , EZM , MVV , IJR , IWM , JKJ , VB , DSC , PJM , DES , SAA , UWM , SCHA , GMM , PXH , DEM , SCHE , CLY , LQD , BLV , VCLT

  • Peabody Investments Corp.Employee Retirement Account Report On 12/03/2010

    12/03/2010

  • TD Ameritrade Commission Free ETFs Report On 12/07/2010

    12/07/2010

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