ETF Investment Portfolio Filled With Alternative Investments

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ETF Investment Portfolio Filled With Alternative Investments

For investors who want out-of-the-box ETF choices
 20% Stocks |  20% Bonds |  60% 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 FundCEW15%7.22%5.67%-2.95%-3.71%—%none%0.55%
AlternativeClaymore/Clear Global Timber IndexCUT104.394.985.157.82none0.6
AlternativePowerShares DB AgricultureDBA5-2.09-3.07-6.9-9.91none0.93
AlternativePowerShares DB EnergyDBE155.4-21.6-26.31-16.68none0.78
AlternativeSPDR Gold SharesGLD1522.9314.9-2.48-6.687.27none0.4
StockMarket Vectors Agribusiness ETFMOO109.715.14.021.64none0.54
StockPowerShares Water ResourcesPHO1012.4711.393.677.834.35none0.61
BondiShares Lehman US Treas Infltn Prot Sec BondTIP206.615.272.591.644.31none0.2
   1009.212.9-3.3-2.512.39 0.52
** 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..

Traditional stuff bore you? Through DBE, GLD and DBA, a little more than one-third of the portfolio is in commodities -- energy, gold and agricultural, respectively. The Timber, Agribusiness and Water Resources funds invest in stocks tied to those sectors. TIP, which owns Treasury inflation-protected bonds, is the conservative anchor. This package shouldn't track stocks too closely.