Thursday, August 13, 2009

20 World ETF Portfolio PSDS Scan 6/30/2009




















This is not a 401k plan scan. The portfolio was designed for grandchildren not grandparents. It is a growth portfolio with no fixed income or stable value investments. The same design tool used for "lifeboat" portfolios can be used for growth portfolios too. The portfolio consists of the 20 world ETF funds and the Balanced portfolio invested in 13 of them. As you can see they delivered good 5yr growth, APR over 15%, and a Sharpe ratio of 1.25. In the scan EEM is a proxy for EWX which does not yet have 5yr data.

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