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URL:  http://boards.fool.com/etf-trends-ranks-2012q4-30289381.aspx

Subject:  ETF Trends & Ranks 2012Q4 Date:  9/28/2012  4:52 PM
Author:  DreadPotato Number:  33002 of 33372

Revisions to the Dow Jones Sectors and S&P Sectors were made this quarter period. Other than a few tweeks the criteria is the same.

The performance of these screens are lagging the BroadMarket while the VL screens continue to outperform.

Market Total Returns (CAGR ex. YTD)        YTD(ROI)       TTM  Jan-09 TD  Jan-03 TD  StartD  Reference:
Four-in-One Index (FFNOX) 13.5% 17.6% 13.1% 7.3% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 13.4% 28.2% 23.1% 11.8% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 13.5% 28.5% 17.0% 9.1% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 8.0% 14.3% 11.8% 11.8% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) 1.0% 1.0% 3.1% 3.5% Jul-02 FixedIncome
-----------
MI Screens - Average Annual IRR (ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-03 TD StartD Vested (N)
BroadMarket_AA: SMA_PO 5.6% 6.8% 10.5% 10.5% Jun-98 101%
ETF's @ Fido: RRS_FIDO_Free 6.4% 9.3% 7.4% 15.4% Jan-05 0%
ETF's @ WT: RRS_TAR/DJ_Sector 2.1% 2.7% 3.0% 1.4% Apr-07 75%
ETF's @ IRA: RRS_SPEW/FIDO_Bal -1.0% -1.0% 3.9% 10.3% Feb-99 0%
ETF Screens Total Return = 3.1% 3.8% 3.5% 6.2% Jun-98 49%


Tactical_Asset_Rotation : ETF's
PowerShares DB Commodity Index (DBC)
PowerShares FTSE RAFI Dev Mkts ex-US (PXF)
PowerShares FTSE RAFI US 1000 (PRF)
Vanguard REIT Index ETF (VNQ)
iShares Barclays 20+ Year Treas Bond (TLT)
PowerShares Preferred (PGX)

Dow Jones Sectors: ETF's
iShares DowJones US Broker-Dealers (IAI)
iShares DowJones US Insurance (IAK)
iSh