Ariston Advisors: International ETF Model
The Ariston International ETF Model consists of the following ETFs. The ETFs are consistently monitored and are rebalanced periodically throughout the year.
EFA 20% - iShares MSCI EAFE INDEX FUND: Invests in 800 co's in Europe and parts of Asia (BP, Toyota, UBS, Nokia) - returned 16.6% over the last 5 years .35% expense ratio
VWO 20% - VANGUARD EMRG MKTS ETF: Perfect complement to EFA; invests in 800 co's throughout Asia, Russia, South Korean and Taiwan (Samsung, Mexican cell phone operator America Movil, Russian oil giant Lukoil); up 30% in 2006 - .30% expense ratio.
DIM 20% - WisdomTree Int'l MidCap Dividend Fund: Invests in mid cap co's in UK, Australia, Japan, Italy France, Sweden - .58% expense ratio
IXC 20% - iShares S&P GLOBAL ENERGY:
Oil equipment and services, oil exploration and production, and oil refineries. 19.92% annualized return over the past 5 years. Exxom Mobil, BP, Chevron, Royal Dutch Shell, ConocoPhilips. - .65% expense ratio
IXG 20% - iShares S&P Global Financials Sector Index Fund:
Major banks, diversified financial co's, insurance co's real estate co's, S&L's, securities broker. - .65% expense ratio
What do these key statistics mean?
|
Current Sector Allocation
|
Current Allocation By Market Cap
|
|
|
Compare all Stock Model Portfolios
Disclaimer: Ariston Advisors LLC is a registered investment advisor operating under the jurisdiction of the State of New York. This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEB SITE."
Simulated and Current results are approximate and are not an indication of future performance. Future performance is not guaranteed and model may perform better or worse.
Portfolio Data provided by Icarra.
|