Deconstructing One of CNBC’s Model ETF Portfolios
Tuesday, May 18th, 2010
Roger Nusbaum submits:
You probably saw on CNBC that Bob Pisani asked Jim Lowell, Matt Hougan and Tom Lydon to construct a series of half a dozen ETF portfolios with each of the six targeting a different expectation like bull, bear, sideways and so on. For what it’s worth, I consider both Matt and Tom to be blogging friends of mine.
This whole exercise strikes me as a real effort by the mainstream media to produce some ETF 201 content which is unambiguously positive. I thought it would be fun and useful to deconstruct a couple of the portfolios to see what can be learned and whether there can be any improvements offered. Today I’ll look at the Global Sideways Market Portfolio and maybe tackle the core portfolio next week for my regular Street.com article.
