GO
Loading...

CNBC Model ETF Retirement Portfolio -- Target 50-Year-Old

Monday, 8 Apr 2013 | 9:07 PM ET
Daniel Laflor | The Agency Collection | Getty Images

This model ETF portfolio targets an individual who is 50 years old, with less than 20 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 50-Year-Old

As of July 2013

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

CNBC Retirement 50 Weighting Chart July

Cash %
GSY Guggenheim Enhanced Short Duration Bond ETF SELL
Equity
SPY SPDR S&P 500 12.5
SCHD Schwab U.S. Dividend Equity 5
VO Vanguard MidCap 5
XLK Technology Select Sector SPDR 5
DBEF db Xtrackers MSCI EAFE Hedged Eq 12.5
DXJ WisdomTree Japan Hedged Equity 5
EUFN iShares MSCI Europe Financials 5
ECON EGShares Emerging Markets Consumer 5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total US Bond Market ETF 10
LQD iShares iBoxx $ Invest Grade Corp Bond 5
ELD WisdomTree Emerging Markets Local Debt 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 50-Year-Old

As of June 2013 (continues on next page)

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

CNBC Retirement 50 Weighting Chart June 2013

Cash %
GSY Guggenheim Enhanced Short Duration Bond 5
Equity
SPY SPDR S&P 500 12.5
SCHD Schwab U.S. Dividend Equity 5
VO Vanguard Mid Cap 5
XLK Technology Select Sector SPDR 2.5
VEU Vanguard FTSE All-World ex-US 12.5
DXJ Wisdom Tree Japan Hedged Equity 5
ECON EGShares Emerging Markets Consumer Titans 2.5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total U.S. Bond Market 10
LQD iShares iBoxx $ Investment Grade Corp Bond 5
ELD WisdomTree Emerging Markets Local Debt 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

As of April 2013

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

CNBC Retirement 50 Weighting Chart April 2013

Cash %
GSY Guggenheim Enhanced Short Duration Bond 5
Equity
SPY SPDR S&P 500 12.5
SCHD Schwab U.S. Dividend Equity 5
VO Vanguard Mid Cap 5
FXH First Trust Health Care AlphaDEX 2.5
VEU Vanguard FTSE All-World ex-US 12.5
DEM WisdomTree Emerging Markets Equity Income 5
ECON EGShares Emerging Markets Consumer Titans 2.5
IDLV PowerShares S&P International Low Volatility 5
Bonds
AGG iShares Core Total U.S. Bond Market 10
LQD iShares iBoxx $ Investment Grade Corp Bond 5
ELD WisdomTree Emerging Markets Local Debt 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

  • Saving for retirement is about to get a whole lot more complicated. CNBC's Allison Linn reports on the "new normal" that may mean those planning to retire in 20-25 years may have to get used to a slightly lower standard of living than in the pension heyday.

  • If you thought $1 million was enough for retirement, think again; $1 million holds a different value today than it did years ago.

  • As the Federal Reserve reduces its fiscal stimulus and the economy improves, interest rates will probably be heading higher. Volatility in the bond market could cause problems for retirees who depend on fixed income investments. CNBC's Sharon Epperson has some advice on how to prepare.