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Contrarian ETF Portfolio

January 2012

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Contrarian ETF Portfolio

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


 Data through January 31, 2020

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%-3.11%9.59%3.93%2.7%5.67%none%0.49%
StockiShares MSCI Switzerland IndexEWL100.5425.1212.417.558.99none0.5
StockiShares MSCI South Korea IndexEWY10-6.49-7.252.852.624none0.59
AlternativePowerShares Financial PreferredPGF150.9610.716.626.167.77none0.62
StockVanguard Information Technology ETFVGT103.7542.8527.5821.8318.86none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX10-3.1942.7325.4223.9820.37none0.46
CashData not foundn/a10none
   90-0.7112.918.216.796.97 0.31
** 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.