Weighting for U.S. Dollar Satellite Portfolio

Posted on 2010 Aug 15 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the six ETFs (exchange traded funds) in the U.S. Dollar Satellite Portfolio for the coming week.

Weighting for U.S. Dollar Satellite Portfolio

Posted on 2010 Aug 07 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the six ETFs (exchange traded funds) in the U.S. Dollar Satellite Portfolio for the coming week.

July 2010 Investment Portfolio Review

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 1 Comments

June 2010 capped a not-so-happy quarter for investors. As we go to press, I haven’t seen numbers for any of the high-profile funds, but something tells me July probably looked better on paper than it did in the accounts.

For the record, the S&P 500 Total Return Index was +7.01% for the month, bringing year-to-date performance to -0.11%. The rolling 12-month performance ended the month at +13.84%. The results for my model investment portfolios are listed below. To read my comments for previous months, please CLICK HERE.

U.S. Dollar Core Portfolio

This portfolio is ideal for retirement plans or individuals in the wealth-seeding phase (see definition).


July 2010: +1.99%  YTD: +5.38%  12-Month: +9.85%

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Weighting for U.S. Dollar Satellite Portfolio

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the six ETFs (exchange traded funds) in the U.S. Dollar Satellite Portfolio for the coming week.

Weighting for U.S. Dollar Core Portfolio

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the four ETFs (exchange traded funds) in the U.S. Dollar Core Portfolio for the month of August 2010.

Weighting for Canadian Dollar Core Portfolio

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the five ETFs (exchange traded funds) in the Canadian Dollar Core Portfolio for the month of August 2010.

Weighting for Thrift Savings Plan Growth Portfolio

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the Thrift Savings Plan Growth Portfolio for the month of August 2010. The TSP is a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services.

Weighting for Thrift Savings Plan Income Portfolio

Posted on 2010 Aug 01 by Teresa Lo in Model Portfolios | Print | 0 Comments

This is the final weighting for the Thrift Savings Plan Income Portfolio for the month of August 2010. The TSP is a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services.
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