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 December 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%27.44%27.44%8.59%8.5%1.69%none%0.49%
StockiShares MSCI Switzerland IndexEWL1023.3723.376.338.565.38none0.49
StockiShares MSCI South Korea IndexEWY1044.444.4135.642.94none0.62
AlternativePowerShares Financial PreferredPGF1510.6310.636.936.686.78none0.63
StockVanguard Information Technology ETFVGT1037.0737.0717.8620.3911.7none0.1
AlternativeData not foundREX15none
AlternativeData not foundSOXX10none
CashData not foundn/a10none
   9014.8214.825.625.313.19 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.