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High-Yielding ETF Portfolio

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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High-Yielding ETF Portfolio

For ETF investors seeking fat yields
 55% Stocks |  45% Bonds | 


 Data through April 30, 2018

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondPowerShares Senior Loan PortfolioBKLN20%1.5%3.04%2.5%2.36%—%none%0.63%
BondiShares CMBS ETFCMBS5-2.07-0.611.4none0.25
BondAdvisorShares Peritus High Yield ETFHYLD202.667.343.360.95none1.24
StockiShares DJ US Real Estate IndexIYR20-5.78-0.574.24.625.3none0.44
StockiShares S&P Preferred StockPFF25-1.320.593.324.164.93none0.47
StockSelect Sector SPDR UtilitiesXLU10-1.33.068.938.26.53none0.14
   100-0.892.43.783.512.94 0.61
** 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..

With yields in the gutter, what's an investor to do? Take on some risk. This package, 35% in stocks and 65% in bonds, leans on an actively managed junk bond fund (HYLD) and a bank loan portfolio (BKLN).

On the stock side, an ETF that buys real estate trusts (IYR) and one that focuses on utilities stocks (XLU). It also holds a preferred-stock ETF (PFF).