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MyPlanIQ

Investment Newsletter

February 2011

Archive

This is a biweekly newsletter with quantitative data from thousands of plans. We believe that good asset allocation brings the best returns.


Portfolio and Plan Focus

We continue to work on cloning the Morningstar 401K plan. We have been reviewing US Equity ETF's to derive the best performers. This week we have reviewed all of the sub-classes and the articles that outline this are listed below.
  • Introduction and US Large Cap Blend
  • Large Cap Growth Rankings
  • Large Cap Value Rankings
  • Mid Cap Value Blend
  • Mid Cap Growth Rankings
  • Mid Cap Value Rankings
  • Small Cap Blend Rankings
  • Small Cap Growth Rankings
  • Small Cap Value Rankings

From this analysis we created a top 10 list of US Equity ETF's

Style
Ticker
Description
 5 Yr AR%
3yr AR%
1yr AR%
MPIQ Score
MCG
IJK
iShares MidCap Growth
6%
7%
42%
64.7%
SCG
VBK
Vanguard Small Cap Growth
5%
7%
43%
64.6%
LCG
QQQQ
PowerShares QQQ
6%
8%
32%
56.7%
MCB
MDY
SPDR S&P MidCap 400
5%
6%
37%
56.3%
SCG
IWO
iShares Russell 2K Growth
4%
5%
40%
55.4%
MCB
IJH
iShares S&P MidCap 400
4%
6%
37%
54.0%
SCB
VB
Vanguard Small Cap ETF
4%
5%
37%
53.2%
MCV
IJJ
iShares MidCap Value
3%
5%
32%
45.5%
SCV
VBR
Vanguard Small Cap Value
3%
3%
32%
42.2%
LCB
RSP
Rydex S&P Equal Weight
3%
4%
27%
39.7%


February Dividend ETF Ratings

We track the movement of dividend bearing ETFs. We believe that this is not only helpful for those who are investing for income, but they enable you to invest in companies who are not just trying to grow, but are concerned with returning value to the investor. We publish this report regularly on SeekingAlpha along with a commentary on some of the ETFs in the list.

Assets Class Symbols 02/09
Trend
Score
02/02
Trend
Score
Direction
iShares Dow Jones US Real Estate IYR 13.94% 13.94% v
SPDR S&P 500 SPY 12.19% 12.19% v
iShares Dow Jones Intl Select Div Idx IDV 11.43% 11.43% v
Vanguard High Dividend Yield Indx VYM 10.62% 10.62% v
Vanguard Dividend Appreciation VIG 10.22% 10.22% v
SPDR DJ Wilshire Intl Real Estate RWX 9.59% 9.59% v
iShares MSCI EAFE Index EFA 9.54% 9.54% v
iShares Dow Jones Select Dividend Index DVY 9.23% 9.23% v
PowerShares Intl Dividend Achievers PID 8.89% 8.89% v
First Trust Value Line Dividend Index FVD 8.66% 8.66% v
SPDR S&P Dividend SDY 8.11% 8.11% v
PowerShares HighYield Dividend Achievers PEY 7.03% 7.03% v
iShares MSCI Emerging Markets Index EEM 3.91% 3.91% v
iShares S&P U.S. Preferred Stock Index PFF 3.71% 2.7% ^

Articles of the week

  • Fixed income out of favor, risk assets buyoant
  • Can long term bonds keep pace with inflation?
  • High dividend ETFs are down but not out

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Disclaimer:

Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including, but not limited to, strategies, portfolios, articles, performance data and results of any tools.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.


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Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser.

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

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