About the ETF Guy

ETF Topics Web Site OwnerI'm not a professional money manager. That is, I'm not paid to manage other people's money. I do however invest my own money. This site reflects my thoughts and ideas about investing with ETFs.

I'm a fan of the passive nature of ETFs. I, like many others, believe that beating the market is nearly impossible even for the professionals. It's even harder if you're trying to hold down a "real" job, enjoy life, and raise a family. So if beating the market is not going to happen, then the next best thing is matching it. And that's where ETFs in general and index ETFs in particular come in.

With index ETFs I target different sectors, assets, and regions. Once purchased, my plan is always to hold on to the ETF. If my portfolio becomes unbalanced, then future purchases are directed to the funds that are below their nominal portfolio share. Here's the breakdown of my portfolio.

US 40%
Micro Cap (IWC) 5%
Small Cap (IJR) 10%
Mid Cap (IJH) 10%
Large Cap (SPY and IVV) 15%
   
International 35%
Large Emerging Markets (EEM) 15%
International Large Cap (EFA) 15%
Canada Large Cap (XIU) 5%
   
Bonds 10%
Broad Investment Grade (AGG) 5%
Corporate (LQD) 5%
   
Specialty 15%
Commodities (DBC) 5%
REIT (ICF) 10%
   
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11 Responses to “About the ETF Guy”

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  1. 11. Kelvin(new comment) Wrote:

    Difference between and ETF and REIT

    Hello,

    1) I need help on what is the difference between and ETF and REIT ?

    2) And i am looking to buy ETF and REIT that can produce regualr income along with progressive growth.

    Can anyone recommend any ??

    Thanks you for much

  2. 10. ETF Guy(new comment) Wrote:

    Nuno,

    I'm not giving out the source code.

  3. 9. Nuno(new comment) Wrote:

    Hi,

    I started using stock-quote-tracker and i find it very useful.
    Now i would like to add a similar funcion to get mutual funds prices from bloomberg.
    Can you please provide me the source code, so i would need to make some minor adaptations?

    Thanks alot!

  4. 8. ETF Guy Wrote:

    Ron,

    As far as I'm concerned, the rule of thumb when dividing ETFs between IRA and taxable accounts is to use the IRA account for high-yielding ETFs. As a buy-and-hold investor it's pretty much guaranteed that I'll be paying the long-term capital gains rate when I sell so high-growth, low-yield ETFs go in to my taxable accounts.

  5. 7. ron dunn Wrote:

    Interesting stuff. I would like to follow on of the equity portfolios for both IRA and taxable account. Any thoughts on what is working best?

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