Thoughts and observations for those investing on their own or contemplating doing it themselves.
If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at http://www.rwinvestmentstrategies.com. If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.
Monday, November 1, 2010
Some Year-To-Date ETF Returns
Here are some year-to-date returns on indexed exchange traded funds from Morningstar :
Vanguard Total Stock Market VTI +9.14%
Vanguard Europe Pacific VEA +5.47%
Vanguard Emerging Markets VWO +13.96%
Vanguard Total Bond BND +8.28%
Vanguard REIT Index VNQ +25.34%
SPDR Gold Shares GLD +21.59%
GSCI Commodity Index GSG -2.28%
Returns are based on NAV. To find performance numbers, go to the Morningstar site ; enter ticker symbol :
CLICK TO ENLARGE Click "performance" and scroll down.
CLICK TO ENLARGE
The funds' returns vary widely and may indicate a need to rebalance from, say, the REIT fund VNQ to the commodity index fund GSG, depending on the rebalancing band used.
Disclosure: the data here is for informational purposes only and is not intended as a recommendation. I hold some of the funds mentioned.
Posted by Robert Wasilewski at 7:09 AM
Labels: DIY investing, ETF returns
Subscribe to: Post Comments (Atom)
Surprised GSG is down for the year. Commodity prices seem to be in an uptrend where I live.ReplyDelete
Good observation. I don't use commodity ETFs because they are all over the place, use esoteric derivatives, and sometimes don't track the prices of the underlying indices. Those that are supposed to track the Goldman Sachs Commodity Index are not doing well.ReplyDelete
I don't yet own any Vanguard products, but my plan is to buy some units next year and add them to my ETF portfolio.ReplyDelete
Thanks for the update Robert!