Oct 26 2009

A Sample ETF Portfolio for Long Term Growth.

Here’s an all ETF portfolio that’s sure to see some volatility. It’s geared toward long term growth, and as such it invests heavily in small cap stocks, foreign markets and commodities. The fund total is 90% stocks, 10% commodities and is best left to investors with long time horizons and a high tolerance for risk.

Here’s the portfolio:

  • 40% iShares Russell 3000 ( IWV)
  • 20% Vanguard FTSE All-World ex-US (VEU)
  • 10% PowerShares DB Commodity (DBC)
  • 10% Vanguard FTSE All-Wld ex-US Sm Cp* (VSS)
  • 10% Vanguard REIT (VNQ)
  • 10% WisdomTree SmallCap Earnings (EES)

*Less than one year old.

IWV

Seeks investment results that correspond generally to the price and yield performance of the Russell 3000 index.
EXPENSE RATIO: 0.20%
YIELD:1.90%

VEU

Seeks to track the performance of the FTSE All-World ex-US Index.
EXPENSE RATIO:0.20%
YIELD:1.83%

DBC

Seeks to reflect the performance of the Deutsche Bank Liquid Commodity index.
EXPENSE RATIO: 0.75%
YIELD:N/A

VSS

Seeks to track the performance of the FTSE Global Small Cap ex US Index.
EXPENSE RATIO:N/A (just launched in April of 2009)
YIELD:N/A(just launched in April of 2009)

VNQ

Seeks to provide a high level of income and moderate long-term capital appreciation. The fund normally invests approximately 98% of assets in stocks issued by equity real estate investment trusts (REITs) in an attempt to track the investment performance of the Morgan Stanley Capital International (MSCI) US REIT Index.
EXPENSE RATIO: 0.11%
YIELD:5.58%

EES

Seeks to track the price and yield performance, before fees and expenses, of the WisdomTree SmallCap Earnings index.
EXPENSE RATIO: 0.38%
YIELD:0.80%


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