CHOOSING THE RIGHT ETF PORTFOLIO
An Exchange-trade fund (“ETF”) is an investment fund that is traded on a stock exchange. ETF’s are usually designed to track a specified index and they hold assets such as stocks, bonds or commodities that match the index. By buying a unit in the ETF, an investor can get exposure to all of the assets held by the ETF.
ETFs offer a low-cost, highly efficient way for individual investors to build portfolios with more flexibility, transparency and lower costs than traditional mutual funds.
Investor's Need
Investors who want long term capital growth
Target User
Users who are accumulating assets. Currently earning regular income which exceeds their living expenses. Does not have immediate need for large amounts of cash and wants to save for a future propery purchase or for retirement.
Goal
To achieve high return in the long term at similar level to growth of global equity market.
Reference Index
MSCI ACWI Index
Investor's Need
Investors who want low risk and regular income
Target User
Users who are retired. Currently not earning regular income so living expenses exceed income. Funding living expenses from pension or savings and hence wants as much income as possible from portfolio. Also, does not want to take risk of large fall in value of portfolio.
Goal
Users who are retired. Currently not earning regular income so living expenses exceed income. Funding living expenses from pension or savings and hence wants as much income as possible from portfolio. Also, does not want to take risk of large fall in value of portfolio.
Reference Index
Barclays Global Aggregate Index
Investor's Need
Investors who want to protect the real value of their assets.
Target User
Users with high net worth. Users are not concerned about being able to fund living expenses but want to avoid having the value of their assets eroded by inflation.
Goal
To protect the real value of the assets in the portfolio.
Reference Index
Import price index
GROWTH PORTFOLIO
| Code | Description | Provider | Expense Ratio | |
| 1 | EWU | ISHARES MSCI UNITED KINGDOM | BlackRock | 0.47% |
| 2 | IWS | ISHARES RUSSELL MID-CAP VALUE | BlackRock | 0.25% |
| 3 | EWJ | ISHARES MSCI JAPAN | BlackRock | 0.47% |
| 4 | VTV | VANGUARD VALUE | Vanguard | 0.04% |
| 5 | EWC | ISHARES MSCI CANADA | BlackRock | 0.47% |
| 6 | EWH | ISHARES MSCI HONG KONG | BlackRock | 0.48% |
| 7 | EWS | ISHARES MSCI SINGAPORE | BlackRock | 0.47% |
| 8 | FM | ISHARES MSCI FRONTIER 100 | BlackRock | 0.81% |
| 9 | EPI | WISDOMTREE INDIA EARNINGS | WisdomTree | 0.84% |
| 10 | EWA | ISHARES MSCI AUSTRALIA | BlackRock | 0.47% |
INCOME PORTFOLIO
| Code | Description | Provider | Expense Ratio | |
| 1 | IGSB | ISHARES SHORT-TERM CORPORATE | BlackRock | 0.06% |
| 2 | MBB | ISHARES MBS | BlackRock | 0.09% |
| 3 | IEI | ISHARES 3-7 YEAR TREASURY BONDS | BlackRock | 0.15% |
| 4 | SJNK | SPDR BARCLAYS SHORT-TERM HIGH YIELD | State Street Global Advisors | 0.40% |
| 5 | LQD | ISHARES IBOXX INVESTMENT GRADE | BlackRock | 0.15% |
| 6 | EMLC | MARKET VECTORS EMERGING MARKETS | VanEck | 0.30% |
| 7 | FLOT | ISHARES FLOATING RATE BONDS | BlackRock | 0.20% |
| 8 | SRLN | SPDR BLACKSTONE/GSO SENIOR LOAN | State Street Global Advisors | 0.70% |
| 9 | BKLN | INVESTCO SENIOR LOAN | Invesco | 0.65% |
| 10 | HYG | ISHARES IBOXX HIGH YIELD CORPS | BlackRock | 0.49% |
| 11 | PFF | ISHARES US PREFERRED STOCK | BlackRock | 0.46% |
INFLATION PORTFOLIO
| Code | Description | Provider | Expense Ratio | |
| 1 | IYR | ISHARES US REAL ESTATE ETF | BlackRock | 0.43% |
| 2 | TIP | ISHARES TIPS BOND ETF | BlackRock | 0.19% |
| 3 | DBO | INVESCO DB OIL FUND | Invesco | 0.78% |
| 4 | DBB | INVESCO DB BASE METALS F | Invesco | 0.80% |
| 5 | IAU | ISHARES GOLD TRUST | BlackRock | 0.25% |
| 6 | IGF | ISHARES GLOBAL INFRASTRUCTUR | BlackRock | 0.47% |
| 7 | DBA | INVESCO DB AGRICULTURE F | Invesco | 0.89% |
| 8 | RWX | SPDR DJ INTERNATIONAL REAL E | State Street Global Advisors | 0.59% |
| 9 | REM | ISHARES MORTGAGE REAL ESTATE | BlackRock | 0.48% |
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