appelasset.com


The "Ultimate ETF Investment Program" Backup Data

investing With Exchange Traded Funds Made Easy discusses an investment portfolio comprised only of Exchange Traded Funds that has shown strong returns over time, offers diversification, is easy to implement and fairly easy to trade, following rules outlined in Chapters 7 through 13 of the book.

There is insufficient space on this page to describe this "one-decision" portfolio in detail, however for those who have read the book and followed the rules for selection and trading, we provide this spreadsheet showing historic and current data for each of the components of the portfolio.

  • For the derivation and current result of the small-cap / large-cap model, click here.
  • For the derivation and current status of the value / growth monthly model, look here.
  • For the derivation and current result of the S&P 500 (U.S.) / EAFE (foreign) monthly model, click here.
  • For the calculations and current status of the interest rate composite monthly model, look here.

The spreadsheet is updated through 6/30/10.



Appel Asset Management Corporation is registered with the SEC as an investment advisor. It is not our intention to suggest that any formulae or method of investment can guarantee profit of any nature in the stock and investment markets which always carry some degree of risk. Pursuant to Rule 206 4-1, we advise readers that future performance may not equal past performance and may not prove profitable at all. Any questions may be addressed to 800.487.7146. See Disclaimer and Privacy Policy. Appel Asset Management Corporation 2009, All Rights Reserved.