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 October 31, 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%-15.76%-14.8%2.33%0.67%6.55%none%0.49%
StockiShares MSCI Switzerland IndexEWL10-4.31-1.263.853.068.67none0.49
StockiShares MSCI South Korea IndexEWY10-22.4-19.624.38-0.178.74none0.62
AlternativePowerShares Financial PreferredPGF15-0.990.024.356.5410.16none0.63
StockVanguard Information Technology ETFVGT1013.514.7720.3118.8618.46none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX10-3.06-4.5323.5220.3818.59none0.47
CashData not foundn/a10none
   90-3.36-2.546.095.277.63 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.