About the only big change this year 2011 was the viewing angle which I did not write down last year.This Balanced portfolio has changed little since the last scan 6-30-2009 and still has a double digit 5yr return APR = 12.91% with a Sharpe ratio of 1.08. The biggest change was in EWM the Malaysia ETF which is now the largest holding at 19% of the portfolio. The other large change was EWP the Spanish ETF which dropped out of the Balanced portfolio for lack of a positive 5yr Sharpe ratio. That leaves only 12 of the 20 ETFs in the Balanced portfolio and I own a few of them in my Roth. Another year of double digit returns and I just might own a few more.
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