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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 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
AlternativePowerShares DB Comodity Index TrckingDBC10%2.21%6.26%3.77%-7.96%-3.86%none%0.86%
StockiShares Core MSCI Emerging Markets ETFIEMG10-16.14-12.696.030.71none0.14
StockiShares Russell 3000 IndexIWV402.286.4111.0910.6313.17none0.2
StockVanguard FTSE All-World ex-US ETFVEU10-10.8-8.374.681.977.09none0.11
StockVanguard Health Care ETFVHT209.1611.749.8613.1315.45none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS10-14.29-10.874.832.49none0.13
   100-1.162.348.346.68.68 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.