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ETF Portfolio for Long-Term Growth

September 2014

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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ETF Portfolio for Long-Term Growth

For ETF investors with a healthy tolerance for risk.
 90% Stocks |  10% Alternative | 


 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
AlternativePowerShares DB Comodity Index TrckingDBC10%5.12%-14.66%1.43%-9.98%-4.01%none%0.86%
StockiShares Core MSCI Emerging Markets ETFIEMG103.75-9.319.331.64none0.14
StockiShares Russell 3000 IndexIWV4010.842.3411.379.0813.74none0.2
StockVanguard FTSE All-World ex-US ETFVEU107.11-6.186.821.65.93none0.09
StockVanguard Health Care ETFVHT202.455.729.5110.0615.58none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS106.75-13.234.681.197.2none0.12
   1007.11-2.268.675.089.53 0.22
** 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..

For those whose believe in stocks (and can hack their risk) this portfolio is 90% in stock ETFs, offset only a bit by a fund that tracks commodity prices.