Ten Best ETFs of 2012

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David John Marotta presents a list of the best Exchange Traded Funds (ETFs) of 2012 and how you can take advantage of these funds in your investment portfolio.

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Ten Best ETFs of 2012

  1. 1. Ten Best ETFs of 2012 David John Marotta Marotta Wealth Management www.MarottaOnMoney.com
  2. 2. The Importance of Asset Allocation
  3. 3. The Importance of Asset Allocation
  4. 4. The Importance of Asset Allocation Short US Foreign US Foreign HardAge Money Bonds Bonds Stocks Stocks Assets20 0.0% 0.0% 0.0% 40.2% 45.6% 14.0%30 3.0% 2.2% 2.2% 36.2% 40.8% 15.6%40 3.0% 5.8% 5.8% 32.2% 35.2% 17.0%50 3.0% 7.7% 7.7% 30.0% 34.0% 17.6%60 3.0% 9.7% 9.7% 27.9% 31.5% 18.2%70 5.0% 13.6% 13.6% 22.8% 25.8% 19.2%80 5.0% 18.7% 18.7% 17.7% 20.0% 19.9%
  5. 5. The Importance of Asset Allocation Short US Foreign US Foreign HardAge Money Bonds Bonds Stocks Stocks Assets20 0.0% 0.0% 0.0% 40.2% 45.6% 14.0%30 3.0% 2.2% 2.2% 36.2% 40.8% 15.6%40 3.0% 5.8% 5.8% 32.2% 35.2% 17.0%50 3.0% 7.7% 7.7% 30.0% 34.0% 17.6%60 3.0% 9.7% 9.7% 27.9% 31.5% 18.2%70 5.0% 13.6% 13.6% 22.8% 25.8% 19.2%80 5.0% 18.7% 18.7% 17.7% 20.0% 19.9%
  6. 6. PIMCO Funds Total Return (PTTRX/PTTDX)PIMCO Emerging Markets Bonds (PEBIX/PEMDX)
  7. 7. Dynamic Asset Allocation May boost returns even more than tilting small and valueCan be adjusted quarterly or annuallyShould not increase transaction costsCan be implemented using relativelyhistorical ratio of 10-year P/E ratios
  8. 8. 80% Vanguard S&P 500 ETF (VOO)20% Vanguard Information Tech ETF (VGT)
  9. 9. EWH
  10. 10. EWS
  11. 11. EWA
  12. 12. EWL
  13. 13. EWC
  14. 14. VWO
  15. 15. VWO
  16. 16. 15% iShares MSCI Hong Kong Index (EWH)15% iShares MSCI Singapore Index (EWS)15% iShares MSCI Australia Index (EWA)15% iShares MSCI Switzerland Index (EWL)10% iShares MSCI Canada Index (EWC)30% Vanguard MSCI Emerging Markets (VWO)
  17. 17. IGE
  18. 18. 60% iShares NAmer Natural Resources (IGE)40% Vanguard U.S. REIT (VNQ)
  19. 19. The Importance of Asset Allocation Short US Foreign US Foreign HardAge Money Bonds Bonds Stocks Stocks Assets20 0.0% 0.0% 0.0% 40.2% 45.6% 14.0%30 3.0% 2.2% 2.2% 36.2% 40.8% 15.6%40 3.0% 5.8% 5.8% 32.2% 35.2% 17.0%50 3.0% 7.7% 7.7% 30.0% 34.0% 17.6%60 3.0% 9.7% 9.7% 27.9% 31.5% 18.2%70 5.0% 13.6% 13.6% 22.8% 25.8% 19.2%80 5.0% 18.7% 18.7% 17.7% 20.0% 19.9%
  20. 20. 3% Money Market9.7% PIMCO Total Return (PTTRX/PTTDX)9.7% PIMCO Emerging Bonds (PEBIX/PEMDX)22.3% Vanguard S&P 500 ETF (VOO)5.6% Vanguard Information Tech ETF (VGT)4.7% iShares MSCI Hong Kong Index (EWH)4.7% iShares MSCI Singapore Index (EWS)4.7% iShares MSCI Australia Index (EWA)4.7% iShares MSCI Switzerland Index (EWL)3.2% iShares MSCI Canada Index (EWC)9.5% Vanguard MSCI Emerging Markets (VWO)10.9% iShares NAmer Natural Resources (IGE)7.3% Vanguard U.S. REIT (VNQ)
  21. 21. The Importance of Asset AllocationSummaryInvest in all 6 asset classesUse index ETFs with low expense ratiosTilt value and small for US stocksTilt Foreign toward specific countriesMonitor and rebalance annually
  22. 22. Ten Best ETFs of 2012 David John Marotta Marotta Wealth Management www.MarottaOnMoney.com

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