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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 August 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%-6.28%1.52%7.33%5.71%3.32%none%0.49%
StockiShares MSCI Switzerland IndexEWL100.474.435.586.026.59none0.49
StockiShares MSCI South Korea IndexEWY10-9.632.1514.425.145.91none0.62
AlternativePowerShares Financial PreferredPGF151.442.246.097.326.91none0.63
StockVanguard Information Technology ETFVGT1023.7835.5227.4222.7615.5none0.1
AlternativeData not foundREX15none
AlternativeData not foundSOXX10none
CashData not foundn/a10none
   901.064.76.385.064.17 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.