Aggressive Investment Portfolio That's Heavy on Stocks

Investment portfolio created September 2009

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Aggressive Investment Portfolio That's Heavy on Stocks

for ETF investors who want a 100% foreign package
 95% Stocks |  5% Alternative | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
AlternativeWisdomTree Emerging Currency Strategy FundCEW5%7.22%5.67%-2.95%-3.71%—%none%0.55%
StockWisdomTree International SmallCap DividendDLS154.527.885.668.044.73none0.58
StockSPDR S&P International DividendDWX1510.085.4-1.49-1.41none0.46
StockiShares MSCI EAFE IndexEFA350.53-0.12.374.91.62none0.33
StockWisdomTree India EarningsEPI59.3612.0517.312.38none0.84
StockiShares MSCI Australia IndexEWA57.7913.36-0.441.484.38none0.48
StockiShares MSCI Brazil IndexEWZ561.238.22-5.06-9.951.68none0.62
StockiShares FTSE Xinhua China 25 IndexFXI105.415.544.071.85.67none0.73
StockPowerShares Emerg Mks InfrastructurePXR513.793.57-3.07-5.4none0.77
   1007.896.142.172.132.15 0.51
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

Major foreign markets closely tracked the U.S. during the bear market and subsequent rebound. But investing overseas still makes sense because you gain access to faster-growing countries, and you diversify your portfolio among different currencies. The PowerShares fund invests in companies involved in infrastructure construction in emerging markets.