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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 January 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%7.34%-8.18%7.04%-8.78%-2.54%none%0.86%
StockiShares Core MSCI Emerging Markets ETFIEMG108.35-14.4414.24.56none0.14
StockiShares Russell 3000 IndexIWV408.55-2.4214.0110.2414.93none0.2
StockVanguard FTSE All-World ex-US ETFVEU107.58-12.439.333.528.74none0.09
StockVanguard Health Care ETFVHT205.924.6613.6511.9615.97none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS107.93-16.038.513.09none0.12
   1007.72-5.1412.236.739.78 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.