Investment Portfolio Finder
Tool

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.

 
View Another Investment Portfolio:

 

ETF Portfolio for Long-Term Growth

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


 Data through January 31, 2020

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%-8.62%-4.51%-1.57%-3.01%-4.09%none%0.88%
StockiShares Core MSCI Emerging Markets ETFIEMG10-4.623.447.464.22none0.14
StockiShares Russell 3000 IndexIWV40-0.1320.3213.6311.6713.63none0.2
StockVanguard FTSE All-World ex-US ETFVEU10-3.289.357.415.125.44none0.08
StockVanguard Health Care ETFVHT20-2.5512.2114.619.5514.82none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS10-3.788.536.095.456.15none0.11
   100-2.5912.2510.317.769.16 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.