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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 March 31, 2019

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%6.87%-13.82%3.68%-0.9%8.47%none%0.47%
StockiShares MSCI Switzerland IndexEWL1012.75.658.32.9911.16none0.47
StockiShares MSCI South Korea IndexEWY103.72-16.966.821.659.54none0.59
AlternativePowerShares Financial PreferredPGF156.353.84.626.3113.95none0.63
StockVanguard Information Technology ETFVGT1020.6218.7823.8318.5120.24none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX1021.26.6128.9220.4821.22none0.47
CashData not foundn/a10none
   907.460.67.845.239.15 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.