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ticker symbol 1current listingchangeticker symbol 2current listingchangeticker symbol 3current listingchange
Dow12,986.80-5.86Nasdaq2,528.85-4.88S&P1,425.351.78
Tim Middleton

Tim Middleton / ETF Portfolio

A tactical ETF strategy for higher potential returns

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Tim Middleton uses tactical asset allocation to boost returns in his ETF portfolio, launched Nov. 28, 2003, with a balance of $100,000. Gains are reported as of March 23, 2005, which was the launch of MSN Money's ETF Center. The portfolio's core is 30% equities and 10% fixed income. The balance is invested in alternatives, including sectors and hard assets. Changes are made quarterly. To see the performance of Tim's picks, click here. To see Tim's latest ETF article, click here.

SymbolNameQuantity*Last PriceToday's $ ChangeToday's % ChangeOverall $ GainOverall % GainMarket Value
IGEISHARES S&P GSSI NAT83.000$153.94$356.90+2.87%$6,659.84108.17%$12,777.02
ICFISHARES COHEN & STEERS REALTY99.000$88.00-$44.55-0.51%$1,722.5024.64%$8,712.00
PWJPowerShares Dynamic Mid Cap Growth Portfolio1,005.000$23.96$140.70+0.59%$1,226.805.37%$24,079.80
EEBClaymore/BNY BRIC ETF198.000$56.63$225.72+2.05%$3,456.9844.57%$11,212.74
VUGVanguard Growth ETF370.000$64.11$99.90+0.42%$128.760.54%$23,720.70
VBKVanguard Small-Cap Growth ETF225.000$70.38$0.000.00%-$756.89-4.56%$15,835.50
EFGISHARES MSCI GRW IDX349.000$79.20$307.12+1.12%$855.503.19%$27,640.80
VWOVanguard Emerging Markets ETF83.000$106.76$96.28+1.10%$629.107.64%$8,861.08
BNDVanguard Total Bond Market ETF210.000$77.23-$31.50-0.19%$797.455.05%$16,218.30
SWMXXSCHWAB MONEY MARKET FD7,447.000$1.00$0.000.00%$0.000.00%$7,447.00
 Cash      $63.42
 Totals  $1,150.57 $14,720.0510.34%$156,568.36
Quotes delayed at least 20 minutes.
* A negative quantity value indicates that the contestant has taken a short position.

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MSN Money's editorial goal is to provide a forum for personal finance and investment ideas. Our articles, columns, message board posts and other features should not be construed as investment advice, nor does their appearance imply an endorsement by Microsoft of any specific security or trading strategy. An investor's best course of action must be based on individual circumstances.
Quotes supplied by ComStock, an Interactive Data company.

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Fund data provided by Morningstar, Inc. © 2005. All rights reserved.
StockScouter data provided by Gradient Analytics, Inc.
Quotes supplied by Interactive Data.
MSN Money's editorial goal is to provide a forum for personal finance and investment ideas. Our articles, columns, message board posts and other features should not be construed as investment advice, nor does their appearance imply an endorsement by Microsoft of any specific security or trading strategy. An investor's best course of action must be based on individual circumstances.