The Defensive ETF Portfolio
Analysts at National Bank Financial created this mix of ETFs for investors who put a large premium on safety.
|
ETF |
Ticker |
Weight (%) |
Price ($) |
YTD chg. (%) |
|
Stocks |
||||
|
Claymore S&P/TSX CDN Preferred Share ETF |
CPD-T |
12.4 |
17.15 |
-0.3 |
|
iShares S&P/TSX Global Gold Index Fund |
XGD-T |
9.3 |
23.10 |
-11.8 |
|
iShares S&P/TSX Capped Cons. Staples Index Fund |
XST-T |
9.3 |
20.54 |
n/a |
|
Bonds |
||||
|
iShares DEX Universe Bond Index Fund |
XBB-T |
34.8 |
31.54 |
5.6 |
|
iShares DEX All Corporate Bond Index Fund |
XCB-T |
11.6 |
21.21 |
3 |
|
iShares DEX Short Term Bond Index Fund |
XSB-T |
11.6 |
29.32 |
1.3 |
|
Alternative Investments |
||||
|
iShares Gold ETF |
IGT-T |
5 |
16.17 |
17 |
|
Cash |
||||
|
Claymore Premium Money Market ETF |
CMR-T |
6 |
50.04 |
0 |
Portfolio YTD total return (share price change plus dividends and bond interest: 5.5%
Maximum portfolio decline in 2011: 2.9%