7-23-11
Performance Update as of 7-22-11 for SPY, VT, VB and VSS are from
ETFreplay.com (includes dividends).
Updates for the Moose, Alternate Moose and Monthly Timing Model are done by me (does not include dividends).
The weighting for the World Market Cap benchmark will be as follows:
VT at 50.0% weighting = 13.11% YTD x 50.00%= 6.555%
VB at 20.7% weighting = 28.10% YTD x 20.70%= 5.817%
VSS at 29.3% weighting =25.44%YTD x 29.30%= 7.454%
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Total return for 2010 for the market cap weighted benchmark = 19.826%
2011 Returns:
World Market Cap Benchmark: 6.23% YTD
SPY: 8.0% YTD
Decision Moose: 13.13% YTD
Alternate Moose: ?
Monthly Timing: 18.24 % YTD
PICKS:
Decision Moose: #1 GLD
Alternate Moose: #1 DBC #2 GLD #3 VNQ
Monthly Timing: #1 XLV (Healthcare)
For Monthly timing I will use the 9 select sector SPDR ETFs, plus ILF, EWZ, EPP and EWW. It will use a 6 month look back and will go to bonds if the 7 month moving average of the SPY is negative.
Please let me know if you don't want to receive these e-mails anymore and I will remove you from my list.
Sandy
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