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Wednesday, February 14, 2007
Jim Lowell's Sower's Growth Portfolio
Jim Lowell is a jack of all trades. He's the editor of several well-known publications (like Fidelity Investor and The ETF Trader at Marketwatch), author of several books including "What Every Fidelity Investor Needs to Know," a partner at investment advisory firm, and founder of The Ranking Service which offers research for institutions. So what does this Harvard educated guru think that investors should do with their money?
The Sower's Growth Portfolio:
- 25% in iShares MSCI EAFE (EFA)
- 15% in iShares DJ U.S. Total Market (IYY)
- 15% in Mid Cap SPDR Trust (MDY)
- 10% in Diamonds Trust (DIA)
- 10% in iShares Russell 2000 (IWM)
- 10% in iShares MSCI Emerging Markets (EEM)
- 7.5% in Fidelity NASDAQ Composite (ONEQ)
- 7.5% in Power Shares Dynamic Market (PWC)
For more information: 1
This portfolio will be of particular interest to those of you who do not like the offerings at Vanguard which seem to dominate so many other lazy portfolios I will profile this week. Jim has also provided a few alternatives that we haven't seen before in other portfolios.
Posted by Kirk at 9:43 AM in Lazy Portfolio | Bookmark | Feeds | Link |
