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Contrarian ETF Portfolio

January 2012

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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Contrarian ETF Portfolio

For those going against the herd.
 40% Stocks |  40% Alternative |  10% Cash  


 Data through August 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockiShares MSCI Germany IndexEWG10%17.66%19.63%4.05%9.69%2.1%none%0.48%
StockiShares MSCI Switzerland IndexEWL1018.6915.93.0410.025.25none0.48
StockiShares MSCI South Korea IndexEWY1027.7421.282.495.451.93none0.64
AlternativePowerShares Financial PreferredPGF159.763.897.346.825.16none0.63
StockVanguard Information Technology ETFVGT1025.1929.9315.9217.3611.03none0.1
AlternativeData not foundREX15none
AlternativeData not foundSOXX10none
CashData not foundn/a10none
   9010.399.253.655.282.8 0.26
** 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..

Most investors loathe bank stocks, which makes them ideal for contrarians. The PowerShares ETF, which holds preferred stocks, offers a healthy yield and has held up better than other financial-sector ETFs since 2008. The rest of the package contains a healthy dose of out-of-favor foreign markets, including the BRICs -- Brazil, Russia, India and China. Funds investing in technology stocks and real estate investment trusts round out the portfolio.