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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 December 31, 2017

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%5.12%-3.3%-9.71%-6.02%none%0.89%
StockiShares Core MSCI Emerging Markets ETFIEMG1036.7736.779.024.43none0.14
StockiShares Russell 3000 IndexIWV4020.9520.9510.9615.398.45none0.2
StockVanguard FTSE All-World ex-US ETFVEU1027.2727.278.326.912.13none0.11
StockVanguard Health Care ETFVHT2023.3423.348.5317.9911.51none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS1030.2630.2610.718.77none0.13
   10023238.5610.85.29 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.