Tool

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.

 
View Another Investment Portfolio:

 

Contrarian ETF Portfolio

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


 Data through June 30, 2018

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%-7.3%2.41%5.08%6.23%2.44%none%0.49%
StockiShares MSCI Switzerland IndexEWL10-5.92-2.012.245.155.47none0.49
StockiShares MSCI South Korea IndexEWY10-9.362.949.166.754.2none0.62
AlternativePowerShares Financial PreferredPGF150.331.876.216.576.95none0.63
StockVanguard Information Technology ETFVGT1010.6930.0821.2521.214.34none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX105.5628.4526.1224.5314.63none0.47
CashData not foundn/a10none
   90-0.586.477.327.385.14 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.