We launched our GLO-BLEND Model ETF Portfolio in June 2010 and in the June 4th edition of ETFTrack
we had published the model portfolio asset allocation percentages to our members.
In June 2011, we rebalanced our Model Portfolio at the end of the 1st year.
GLO-BLEND was launched with a model allocation of US$ 15000 and was designed to track just the price percentage changes without any commission or other incomes.
We are very pleased with our Model Portfolio price-percentage change performance when compared to the broad S&P 500 benchmark.
As of market close on November 25th, 2011, GLO-BLEND has risen 16.88% since June 4th, 2010. The S&P 500 benchmark during the same period has gained 8.80%.
Our asset allocation portfolio has been able to convincingly outperform the S&P 500 despite the turbulent global markets.
Our asset allocation model portfolio is designed for long term but aggressive investors.
Our Broad Asset Allocation Percentages starting June 2011 are provided below:
| Asset Class & Category |
Percentage |
| US Equities |
33% |
| International Equities |
27% |
| REITS |
10% |
| Fixed Income |
30% |
The specific asset allocation mixes including the cap weights and specific ETFS are provided for members in our e-newsletter.
If you would like to start tracking our model portfolio, please subscribe to our ETFTrack E-Newsletter.
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