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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 October 31, 2017

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%26.01%29.71%8.76%9.65%1.61%none%0.48%
StockiShares MSCI Switzerland IndexEWL1019.5621.574.718.984.65none0.48
StockiShares MSCI South Korea IndexEWY1039.435.769.816.561.38none0.64
AlternativePowerShares Financial PreferredPGF159.525.77.166.465.36none0.63
StockVanguard Information Technology ETFVGT1035.5537.9918.820.5610.8none0.1
AlternativeData not foundREX15none
AlternativeData not foundSOXX10none
CashData not foundn/a10none
   9013.4913.375.285.562.65 0.26
** 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.