GO
Loading...

CNBC Model ETF Retirement Portfolio -- Target 30-Year-Old

Monday, 8 Apr 2013 | 1:36 PM ET
STOCK4B-RF | Getty Images

This model ETF portfolio targets an individual who is 30 years old, with more than 30 years to retirement.

Disclaimer: These model portfolios are selected by a panel of independent advisors and do not represent the recommendations of CNBC or any of its employees.

(Read More: ETFs: If You Don't Know About Them, You Should Take a Look)

CNBC Model ETF Retirement Portfolio -- Target 30-Year-Old

As of July 2013

  Price   Change %Change
SPY
---
SCHD
---
VO
---
SPDR TEC SEL
---
DBEF
---
DXJ
---
EUFN
---
ECON
---
IDLV
---
AGG
---
ELD
---
BKLN
---
VNQI
---
HYLD
---
CSJ
---

CNBC Retirement 30 Weighting Chart July 2013

Cash %
GSY Guggenheim Enhanced Short Duration Bond ETF 0
Equity
SPY SPDR S&P 500 17.5
SCHD Schwab U.S. Dividend Equity 7.5
VO Vanguard MidCap 5
XLK Technology Select Sector SPDR 5
DBEF db Xtrackers MSCI EAFE Hedged Eq 17.5
DXJ WisdomTree Japan Hedged Equity 5
EUFN iShares MSCI Europe Financials 5
ECON EGShares Emerging Markets Consumer 7.5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total US Bond Market ETF 2.5
LQD iShares iBoxx $ Invest Grade Corp Bond
ELD WisdomTree Emerging Markets Local Debt 2.5
Opportunity
BKLN PowerShares Senior Loan Portfolio 5
GDX Market Vectors Gold Miners 0
VNQI Vanguard Global exUS Real Estate 5
HYLD Peritus High Yield ETF 5
UUP PowerShares DB US Dollar Index Bullish SELL
CSJ iShares Barclays 13 Year Credit Bond 5
Total 100

CNBC Model ETF Retirement Portfolio -- Target 30-Year-Old

As of June 2013 (continues on next page)

  Price   Change %Change
SPY
---
SCHD
---
VO
---
SPDR TEC SEL
---
VEU
---
DXJ
---
ECON
---
IDLV
---
AGG
---
ELD
---
BKLN
---
VNQI
---
HYLD
---
UUP
---
CSJ
---

CNBC Retirement 30 Weighting Chart June 2013

Equity %
SPY SPDR S&P 500 17.5
SCHD Schwab U.S. Dividend Equity 7.5
VO Vanguard Mid Cap 5
XLK Technology Select Sector SPDR 5
VEU Vanguard FTSE All-World ex-US 17.5
DXJ WisdomTree Japan Hedged Equity 5
ECON EGShares Emerging Markets Consumer Titans 7.5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total U.S. Bond Market 2.5
ELD WisdomTree Emerging Markets Local Debt 2.5
Opportunity
BKLN PowerShares Senior Loan Portfolio 5
VNQI Vanguard Global ex-US Real Estate 5
HYLD Peritus High Yield 5
UUP PowerShares DB US Dollar Index Bullish 5
CSJ iShares Barclays 1-3 Year Credit Bond 5
Total 100

CNBC Model ETF Retirement Portfolio -- Target 30-Year-Old

As of April 2013

  Price   Change %Change
SPY
---
SCHD
---
VO
---
FXH
---
VEU
---
DEM
---
ECON
---
IDLV
---
AGG
---
ELD
---
BKLN
---
GDX
---
VNQI
---
HYLD
---
UUP
---

CNBC Retirement 30 Weighting Chart April2013

Equity %
SPY SPDR S&P 500 17.5
SCHD Schwab U.S. Dividend Equity 7.5
VO Vanguard Mid Cap 5
FXH First Trust Health Care AlphaDEX 5
VEU Vanguard FTSE All-World ex-US 17.5
DEM WisdomTree Emerging Markets Equity Income 5
ECON EGShares Emerging Markets Consumer Titans 7.5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total U.S. Bond Market 2.5
ELD WisdomTree Emerging Markets Local Debt 2.5
Opportunity
BKLN PowerShares Senior Loan Portfolio 5
GDX Market Vectors Gold Miners 5
VNQI Vanguard Global ex-US Real Estate 5
HYLD Peritus High Yield 5
UUP PowerShares DB US Dollar Index Bullish 5
Total 100

Featured

Latest Special Reports

  • The day you stop working will be here before you know it, making preparation now key to enjoying your golden years.

  • Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.

  • Simplifying news on the clock.

Retirement