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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 May 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%6.87%-12.56%3.57%-1.39%5.8%none%0.47%
StockiShares MSCI Switzerland IndexEWL1014.3210.4382.759.49none0.47
StockiShares MSCI South Korea IndexEWY10-5.59-22.275.36-1.226.02none0.59
AlternativePowerShares Financial PreferredPGF157.925.494.365.919.6none0.63
StockVanguard Information Technology ETFVGT1016.967.7122.3617.1818.1none0.1
AlternativeData not foundREX15none
AlternativeiShares S&P North Amer Tech-SemicondctrsSOXX1012.81-4.5924.3818.1818.44none0.47
CashData not foundn/a10none
   905.73-1.327.034.457.22 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.