High Yielding ETF Portfolio

Investment portfolio updated August 2014.

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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High Yielding ETF Portfolio

For ETF investors seeking fat yields.
 55% Stocks |  45% Bonds | 


 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
BondPowerShares Senior Loan PortfolioBKLN20%6.71%3.52%2.06%4.41%—%none%0.65%
BondiShares CMBS ETFCMBS56.486.313.96none0.25
BondAdvisorShares Peritus High Yield ETFHYLD2011.36-0.1-4.051.98none1.22
StockiShares DJ US Real Estate IndexIYR2012.2922.2214.2211.875.19none0.44
StockiShares S&P Preferred StockPFF256.458.628.367.48none0.47
StockSelect Sector SPDR UtilitiesXLU1015.5120.1113.6711.857.45none0.15
   1009.559.616.16.711.79 0.61
** 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..

Because of their low fees, ETFs are a fine way to invest in bonds. Plus, with the number of bond ETFs expanding rapidly, you now can build fixed-income portfolios to suit just about any taste. This package has 65% in bonds -- spread among conservative investments, such as laddered Treasuries, and some riskier things, such as junk bonds -- and 35% in stocks. It recently yielded 6.4%.