For the last several years simple investment in S&P was a winning strategy. While we advocate smart investing strategies with portfolio rebalancing, there are assets that will usually work for you. Each of these strategies removes you from making active decisions, and places the responsibility on fund managers:
1. Buy BRK.B or IEP or APO or BX or GLRE or TPRE and follow the guru. If you have 400USD a year to spare, you may follow a stock screener.
It is not clear that the gurus will outperform the market, but this sort of portfolio will make you feel better.
2. Buy target date medium risk ETF fund, like TDV or AOM. Again, this way you allow professionals to manage your portfolio and reduce the risk.
3. Buy global ETF portfolio, like buy and hold fixed asset allocation in major indices (SPX, GLD, TLT, VNQ ETFs).
4. Buy momentum fund like PDP or something like GMOM performs the rebalancing for you see here and here.
Position | % of Assets |
Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) | 6.88% |
iShares Residential Real Estate Capped ETF (NYSEARCA:REZ) | 6.56% |
iShares 20+ Year Treasury Bond ETF (NYSEARCA:TLT) | 6.47% |
Vanguard REIT Index ETF (NYSEARCA:VNQ) | 6.41% |
Vanguard Total International Bond ETF (NASDAQ:BNDX) | 5.85% |
iShares Global Healthcare ETF (NYSEARCA:IXJ) | 5.85% |
iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) | 5.84% |
WisdomTree Managed Futures Strategy ETF (NYSEARCA:WDTI) | 5.80% |
iShares Global Tech ETF (NYSEARCA:IXN) | 5.78% |
Vanguard Mid-Cap ETF (NYSEARCA:VO) | 5.78% |
iShares Global Utilities ETF (NYSEARCA:JXI) | 5.72% |
Vanguard Total Stock Market ETF (NYSEARCA:VTI) | 5.72% |
Cambria Shareholder Yield ETF (NYSEARCA:SYLD) | 5.65% |
iShares Global Infrastructure ETF (NYSEARCA:IGF) | 5.63% |
PowerShares Emerging Markets Sovereign Debt Portfolio ETF (NYSEARCA:PCY) | 5.58% |
iShares Mortgage Real Estate Capped ETF (NYSEARCA:REM) | 5.39% |
iShares Global Consumer Staples ETF (NYSEARCA:KXI) | 5.12% |