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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 North Amer Natural Resources156.000$26.81-$148.20-3.42%-$3,825.12-47.60%$4,182.36
VUGVanguard Growth Index370.000$42.45-$381.10-2.37%-$7,086.98-30.87%$15,706.50
PWJPowerShares Dynamic Mid Cap Growth1,005.000$13.84-$361.80-2.54%-$9,306.30-40.09%$13,909.20
VBKVanguard Small Cap Growth Index225.000$47.09-$355.50-3.25%-$5,124.60-32.41%$10,595.25
EFGiShares MSCI EAFE Growth Index349.000$45.55-$418.80-2.57%-$9,710.58-37.71%$15,896.95
VWOVanguard Emerging Mkts Stock Idx166.000$31.56-$154.38-2.86%-$2,711.11-33.28%$5,238.96
EEBClaymore/BNY Mellon BRIC ETF198.000$31.39-$201.96-3.15%-$3,781.40-37.07%$6,215.22
BNDVanguard Total Bond Market Index210.000$77.41$6.30+0.04%$712.954.48%$16,256.10
ICFiShares Cohen & Steers Realty Majors160.000$34.56-$244.80-4.24%-$6,930.72-54.29%$5,529.60
SWMXXSCHWAB MONEY MARKET FD14,731.000$1.00$0.000.00%$0.000.00%$14,731.00
 Cash      $1,501.75
 Totals  -$2,260.24 -$47,763.86-30.03%$109,762.89
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. © 2009. 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.