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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 August 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%7.27%-11.07%2.6%0.34%4.63%none%0.47%
StockiShares MSCI Switzerland IndexEWL1021.469.079.74.58.49none0.47
StockiShares MSCI South Korea IndexEWY10-9.38-20.08-0.33-2.553.8none0.59
AlternativePowerShares Financial PreferredPGF1511.617.054.386.248.93none0.62
StockVanguard Information Technology ETFVGT1028.826.723.3917.6317.45none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX1031.519.0924.952018.18none0.46
CashData not foundn/a10none
   909.710.436.74.926.6 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.