At Successful Portfolios, we created a low-cost Model ETF Portfolio for global growth and income investors.

A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows:

Schwab Intermediate-Term U.S. Treasury ETF – SCHR

SCHR is a low-cost, laddered portfolio of 3-10 year U.S. Treasury Notes.  U.S. Treasury Notes, backed by the full faith and credit of the United States Government, are considered by investors worldwide to be the ultimate “safe-haven” asset. Treasury Notes provide fantastic diversification benefits when added to a stock portfolio. The fact sheet for SCHR can be found here.

Schwab U.S. Broad Market ETF – SCHB

SCHB is one of the best and lowest-cost ways to gain exposure to nearly 2,000 U.S. based companies.  Its low expense ratio of 0.04% coupled with its SEC yield of 1.94% makes it an extremely attractive investment.  SCHB is heavily weighted toward recognizable blue chip companies such as Apple, Exxon Mobile and Johnson & Johnson. It also holds stocks of many up and coming smaller companies. The fact sheet for SCHB can be found here.

Schwab International Equity ETF – SCHF

SCHF gives investors exposure to developed overseas markets.  Its focus on large cap European and Japanese stocks make it one of our favorite ways to invest overseas. There are over 1,200 companies held within this ETF which produce an SEC yield of 2.66%.  The expense ratio for the fund is 0.08% which is well below other comparable international equity ETFs.  The fact sheet for SCHF can be found here.

Schwab Emerging Markets Equity ETF – SCHE

SCHE is comprised of large and mid-cap companies in emerging market countries such as China, Taiwan and India.  With an SEC yield of 2.61% and a low expense ratio of 0.14%, SCHE is an easy and cost effective way to invest in fast growing emerging markets.  The fact sheet for SCHE can be found here.

PowerShares Emerging Markets Sovereign Debt ETF – PCY

PCY offers exposure to emerging market debt denominated in U.S. Dollars.  This allows diversification with foreign bonds but without the risk associated with exchange rate fluctuation.  PCY is well diversified and holding bonds issued by emerging market countries such as Latvia, Romania and Morocco. Overall, the credit quality of PCY’s bond portfolio is considerably higher rated than the portfolios held by most high yield corporate “junk” bond ETFs such as HYG and JNK.  PCY also has an attractive SEC yield of 6.35%. The fact sheet for PCY can be found here.

Give us a call at (727) 744-3614 to discuss this Growth and Income Model and for a free review of your current investment portfolio Here