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25 Simple ETF Portfolios ETFdb.

com

25 Simple ETF Portfolios


Exchange-traded products have found their way into countless portfolios as investors of all walks have
embraced these financial instruments for their ease-of-use, cost-efficiency, and unparalleled
transparency. Institutional and self-directed money managers alike have taken advantage of ETFs as they
offer instant diversification along with the ability to easily tap into virtually any asset class around the globe;
with over 1,400 products on the market, there is an ETF for almost everything imaginable, spanning from
gold funds to emerging markets small caps to international bonds and everything in between [Download101
ETF Lessons Every Financial Advisor Should Learn].

A recent WSJ article by Anna Prior highlights the


sheer diversity among products in the ETF universe
and how investors can actually build fairly complete
portfolios with just a few funds. In the spirit of
simplicity, below we outline 25 All-ETF portfolios,
each comprised of just three funds in total; please
note that investors should adjust the suggested
allocations within each of the strategies to better
suite their individual risk preferences and current
income needs.

To get access to 50+ All-ETF Portfolios sign up for a 14-day Free Trial to ETFdb Pro today.

25. Global Stocks & Bonds


This strategy spans the entire globe, covering both equity and fixed income asset classes from both
developed and emerging markets:

Ticker ETF Allocation

VTI Total Stock Market ETF 50%

VEU FTSE All World Ex US ETF 30%

FWDB Madrona Forward Global Bond ETF 20%

Portfolio Expense Ratio 0.26%

24. U.S. Total Market


This strategy is geared towards investors who are wary of international markets and would prefer to get
foreign exposure tangentially through U.S. companies with overseas operations; a small bond component is
also included to add diversification:
25 Simple ETF Portfolios ETFdb.com

Ticker ETF Allocation

RSP S&P Equal Weight ETF 40%

SCHA U.S. Small-Cap ETF 40%

BND Total Bond Market ETF 20%

Portfolio Expense Ratio 0.22%

23. Foreign Growth


This portfolio is not for the risk-averse as it focuses entirely on foreign developed and emerging markets
equity funds along with an ex-U.S. bond component:

Ticker ETF Allocation

SCHF International Equity ETF 60%

DGS Emerging Market SmallCap Fund 20%

BWX SPDR Barclays Intl Treasury Bond 20%

Portfolio Expense Ratio 0.28%

22. Low Volatility


Anyone with capital preservation as a top priority ought to consider this safer equity-centric strategy:

Ticker ETF Allocation

SPLV S&P 500 Low Volatility Portfolio 50%

EFAV MSCI EAFE Minimum Volatility ETF 30%

EEMV MSCI Emerging Markets Minimum Volatility ETF 20%

Portfolio Expense Ratio 0.24%

21. Ex-Financials
This is another strategy geared towards more risk-averse investors who wish to entirely steer clear of the
infamous financials sector :

Ticker ETF Allocation

DTN Dividend ex-Financials Fund 50%

DOO International Dividend ex-Financials Fund 25%


25 Simple ETF Portfolios ETFdb.com

ENGN Industrials Bond ETF 25%

Portfolio Expense Ratio 0.41%

20. U.S. Dollar-Denominated


This strategy offers international stock and bond exposure while at the same time circumventing the inherent
currency risk by utilizing U.S. dollar-denominated funds:

Ticker ETF Allocation

DBEF MSCI EAFE Hedged Equity Fund 60%

DBEM MSCI Emerging Markets Hedged Equity Fund 20%

EMB J.P. Morgan USD Emerging Markets Bond ETF 20%

Portfolio Expense Ratio 0.47%

19. BRIC Bull


The name says it all, this strategy delivers targeted exposure to the BRIC markets:

Ticker ETF Allocation

EWZ MSCI Brazil Capped ETF 25%

RSX Market Vectors Russia ETF 25%

FNI ISE Chindia Index Fund 50%

Portfolio Expense Ratio 0.61%

18. Ex-Europe
Investors looking to steer clear of the debt-burdened currency bloc, but still wish to maintain international
exposure, ought to consider this strategy:

Ticker ETF Allocation

SCHB U.S. Broad Market ETF 50%

VPL FTSE Pacific ETF 30%

ILF Latin America 40 ETF 20%

Portfolio Expense Ratio 0.16%


25 Simple ETF Portfolios ETFdb.com

17. Cyclical-Tilt
This strategy focuses on the most cyclical sectors, and as such, should appeal to bullish investors with a
stomach for volatility:

Ticker ETF Allocation

IPW SPDR S&P International Energy Sector ETF 40%

IPK SPDR S&P International Technology Sector ETF 40%

BJK Market Vectors Gaming ETF 20%

Portfolio Expense Ratio 0.53%

16. Global Consumers


As a complement to the Cyclical-Tilt Portfolio, this strategy is based around consumer staples
exposure across the entire globe, covering both developed and emerging markets; the bond component
is heavily tilted towards consumer staples as well:

Ticker ETF Allocation

KXI Global Consumer Staples ETF 50%

ECON Emerging Markets Consumer 25%

ENGN Industrials Bond ETF 25%

Portfolio Expense Ratio 0.53%

15. Commodity Bull


This strategy is intended for those with a bullish outlook on the global economy and is balanced between
commodity stocks and futures-based exposure to natural resource prices:

Ticker ETF Allocation

HAP Market Vectors Hard Assets Producers ETF 40%

MOO Market Vectors Agribusiness ETF 40%

RJI Rogers International Commodity ETN 20%

Portfolio Expense Ratio 0.56%

14. Ex-Japan
25 Simple ETF Portfolios ETFdb.com

Its no secret that Asian markets are going to account for a growing share of global GDP growth over the
coming years; however, Japan has long been stuck in rut, and as such, this strategy entirely avoids
exposure to this developed market in an otherwise booming region:

Ticker ETF Allocation

AAXJ MSCI All Country Asia ex Japan Index Fund 50%

GMF SPDR S&P Emerging Asia Pacific ETF 30%

AUNZ Australia & New Zealand Debt Fund 20%

Portfolio Expense Ratio 0.60%

13. Warren Buffett Clone


This strategy revolves around the investment principles embraced by the Wall Street legend:

Ticker ETF Allocation

MOAT Market Vectors Wide Moat Research ETF 40%

VIG Dividend Appreciation ETF 40%

EES SmallCap Earnings Fund 20%

Portfolio Expense Ratio 0.31%

12. Monthly Income


This strategy should appeal to conservative investors or those nearing retirement and in search of
meaningful current income; each of the components here pays out a monthly dividend:

Ticker ETF Allocation

SDIV SuperDividend ETF 40%

KBWD KBW High Dividend Yield Financial Portfolio 30%

BND Total Bond Market ETF 30%

Portfolio Expense Ratio 0.37%

11. Emerging Markets Fever


This portfolio is intended for aggressive, long-term investors who wish to tap into the worlds fastest growing
economies:
25 Simple ETF Portfolios ETFdb.com

Ticker ETF Allocation

VWO Emerging Markets ETF 50%

EWX SPDR S&P Emerging Markets Small Cap ETF 25%

FM MSCI Frontier 100 Index Fund 25%

Portfolio Expense Ratio 0.45%

10. Commodity Countries


This strategy offers tangential exposure to commodity markets by focusing on the worlds largest producers
of natural resources:

Ticker ETF Allocation

ABCS ABC High Dividend ETF 40%

GUNR Morningstar Global Upstream Natural Resources Index Fund 40%

CCX Dreyfus Commodity Currency Fund 20%

Portfolio Expense Ratio 0.56%

9. Ultra-Cheap
The name says it all, this is a traditional stock-bond portfolio with the distinguishing feature being its rock-
bottom expense ratio:

Ticker ETF Allocation

SCHB U.S. Broad Market ETF 50%

VEA Europe Pacific 30%

SCHZ U.S. Aggregate Bond ETF 20%

Portfolio Expense Ratio 0.07%

8. Hedge Fund Clone


For anyone looking to replicate the strategies of professional money managers, this is a great starting point:

Ticker ETF Allocation

MCRO IQ Hedge Macro Tracker ETF 35%

LSC S&P CTI ETN 35%


25 Simple ETF Portfolios ETFdb.com

WDTI Managed Futures Strategy Fund 30%

Portfolio Expense Ratio 0.81%

7. Retirement-Ready
Unlike most of the other strategies covered here, this portfolio is bond-heavy and geared towards very
conservative investors who wish to preserve capital and generate a steady stream of income:

Ticker ETF Allocation

VIG Dividend Appreciation ETF 20%

BND Total Bond Market ETF 60%

TIP TIPS Bond ETF 20%

Portfolio Expense Ratio 0.12%

6. Growth-Tilt
This strategy is geared towards aggressive investors with a very long-term horizon in mind:

Ticker ETF Allocation

IWZ Russell 3000 Growth ETF 50%

EFG MSCI EAFE Growth ETF 30%

EGRW MSCI Emerging Markets Growth Index Fund 20%

Portfolio Expense Ratio 0.34%

5. Storm Proof
This strategy looks to weather all economic environments by holding onto three asset classes that have
historically generated stable returns over the long-haul:

Ticker ETF Allocation

XLP Consumer Staples Select Sector SPDR 50%

PLW 1-30 Treasury Ladder Portfolio 30%

DBP DB Precious Metals Fund 20%

Portfolio Expense Ratio 0.32%


25 Simple ETF Portfolios ETFdb.com

4. All About Dividends


With interest rates still stuck at historically low levels, this strategy should appeal to anyone looking to
generate meaningful current income:

Ticker ETF Allocation

LVL S&P Global Dividend Opportunities Index ETF 60%

HYG iBoxx $ High Yield Corporate Bond ETF 25%

EMHY Emerging Markets High Yield Bond Fund 15%

Portfolio Expense Ratio 0.58%

3. Tax Escape
This strategy is intended for investors that fall in the high-income tax bracket, and as such, it avoids
dividend-paying securities; the bond component is also made up entirely of municipal debt, which is tax-
exempt:

Ticker ETF Allocation

IWF Russell 1000 Growth ETF 50%

VBK Small-Cap Growth ETF 20%

MUB National AMT-Free Muni Bond ETF 30%

Portfolio Expense Ratio 0.20%

2. Big Bear
Anyone looking to go against the bull trend should consider this strategy; however, note that the holdings
here are intended to serve as complements to a traditional long-only portfolio:

Ticker ETF Allocation

DEF Defensive Equity ETF 50%

HDGE Active Bear ETF 30%

UUP DB USD Index Bullish 20%

Portfolio Expense Ratio 0.96%

1. All Abroad
25 Simple ETF Portfolios ETFdb.com

Since most investors portfolios tend to have a glaring home-country bias, this strategy looks to avoid direct
exposure to U.S. stocks and bonds:

Ticker ETF Allocation

VEU FTSE All World Ex US ETF 65%

IGOV S&P/Citigroup International Treasury Fund 20%

ELD Emerging Markets Local Debt Fund 15%

Portfolio Expense Ratio 0.25%

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