ETF Investment Portfolio for Bond Investors

Investment portfolio created March 2010

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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ETF Investment Portfolio for Bond Investors

For ETF investors seeking income
 100% Stocks | 


 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
StockSPDR Lehman Intl Treasury Bond ETFBWX25%11.32%10.28%1.15%-0.41%—%none%0.5%
StockiShares Lehman 1-3 Credit BondCSJ252.072.171.431.52none0.2
StockiShares iBoxx $ High Yield BondHYG2011.996.774.076.24none0.5
StockiShares Lehman 1-3 Year Treasury BondSHY151.110.920.750.512.18none0.15
StockiShares Lehman US Treas Infltn Prot Sec BondTIP156.615.272.591.644.31none0.2
   1006.915.391.961.860.98 0.33
** 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..

Take advantage of the proliferation of bond ETFs to build a diversified portfolio. Because their costs are low and they generally make monthly cash distributions, bond ETFs are terrific tools for generating income. Set up a brokerage account, and you can be in business in 15 minutes.

This collection, which recently yielded 3.0%, is designed to withstand rising inflation, which is not an immediate concern but may become a greater threat later this year or in 2011 (assuming the economic recovery remains on track).