A Sample ETF Portfolio for Growth and Income.
When this portfolio was originally recommended by Kiplinger, about a month or so ago, the yield was a hefty 5.8%.
A large part of that yield comes from the LQD fund that focuses on high-quality corporate bonds, the IGOV fund which buys foreign government bonds, HYG which focuses on junk bonds, and dividend stalwart DVY. It’s important to not that the DVY ETF was hammered last year due to its heavy weighting in financial stocks. This has since changed, so don’t expect the DVY to mimic bank stocks so much.
- 20% iShares iBoxx $ Inv Grade Corp (LQD)
- 20% iShares DJ Select Dividend (DVY)
- 10% iShares S&P/Citi Intl Treas Bond (IGOV)
- 10% iShares iBoxx $ High Yld Corp (HYG)
- 10% SPDR S&P Intl Dividend (DWX)
- 10% Utilities Select Sector SPDR (XLU)
- 10% Vanguard Dividend Appreciation (VIG)
- 10% Vanguard REIT (VNQ)
LQD
The iShares iBoxx $ Inv Grade Corp ETF tracks the iBoxx $ Liquid Investment Grade Index.
EXPENSE RATIO:0.15%
YIELD:5.30%
DVY
The iShares DJ Select Dividend ETF tracks the Dow Jones Select Dividend index.
EXPENSE RATIO:0.40%
YIELD: 4.32%
IGOV
The iShares S&P/Citi Intl Treas Bond tracks the S&P/Citigroup International Treasury Bond Index Ex US.
EXPENSE RATIO: N/A
YIELD:N/A
HYG
The iShares iBoxx $ High Yld Corp ETF tracks the iBoxx(Reg. TM) $ Liquid High Yield Index.
EXPENSE RATIO:0.50%
YIELD:9.78%
DWX
The SPDR S&P Intl Dividend ETF tracks
EXPENSE RATIO:
YIELD:
XLU
INDEX:The Utilities Select Sector SPDR ETF tracks the S&P International Dividend Opportunities index.
EXPENSE RATIO:0.48%
YIELD:3.57%
VIG
The Vanguard Dividend Appreciation ETF tracks the Mergent Dividend Achievers Select index.
EXPENSE RATIO:0.24%
YIELD: 2.24%
VNQ
The Vanguard REIT ETF tracks the Morgan Stanley Capital International (MSCI) US REIT Index.
EXPENSE RATIO:0.11%
YIELD:5.58%
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