Ex-U.S. ETFdb Portfolio

Published on September 21, 2009 | Updated February 11, 2014

Portfolio Strategy

Intermediate Risk Tolerance Intermediate to Long Time Horizon Intermediate Current IncomeThe Ex-U.S. ETFdb Portfolio is in many ways, a rather traditional collection of equity and fixed income ETFs designed for investors with a long time horizon and an interest in minimizing expenses. We have designed this ETFdb Portfolio for investors with a moderate risk tolerance, allocating 30% of the holdings to fixed income securities and 60% to equities. The remaining 10% we have allocated to real estate, which we believe (despite performance in recent years) can add valuable return enhancement and diversification benefits to a portfolio.

However, this ETFdb Portfolio comes with a twist: we have assumed investors are bearish on future prospects of the U.S equity markets, but still believe in the long-term strength of the global economy. Whereas most U.S. investors allocate the vast majority of their portfolio to domestic securities, we have avoided investments listed in the U.S. altogether in the construction of this ETFdb Portfolio. The equity, fixed income, and real estate investments held by this ETFdb Portfolio are located outside of the U.S.

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