Here’s what the SciPre portfolio looks like as of 4/1/2017.
| Asset class | Ticker | Allocation |
| Australia stock | EWA | 4.0% |
| Brazil stock | EWZ | 4.0% |
| Chile stock | ECH | 4.0% |
| China stock | FXI | 4.0% |
| Commodity basket | DBC | 5.0% |
| Egypt stock | EGPT | 4.0% |
| Emerging Markets local bond | EBND | 10.0% |
| Emerging Markets USD bond | VWOB | 10.0% |
| Global value | GVAL | 4.0% |
| Gold | GLD | 5.0% |
| Gold miner stock | GDX | 5.0% |
| Greece stock | GREK | 4.0% |
| Hong Kong listed China stock | FXI | 4.0% |
| Intermediate-Term Corporate bond | VCIT | 5.0% |
| Italy stock | EWI | 4.0% |
| Nigeria stock | NGE | 4.0% |
| Poland stock | EPOL | 4.0% |
| Russia stock | RSX | 4.0% |
| South Korea stock | EWY | 4.0% |
| Spain stock | EWP | 4.0% |
| Turkey stock | TUR | 4.0% |
| Total | 100.0% |
First things first. I do not recommend this portfolio to anybody. Each individual’s risk appetite is specific to that individual, and one portfolio could not possibly serve all.
The portfolio above is different than the one posted on 1/1/2017 in a few ways. Equity (stock) exposure is reduced. The portfolio has more bonds and now includes exposure to a commodity basket. This is a move towards safer assets, and also leads to greater diversification. The portfolio is also exposed to China now, mainly because Chinese equities are significantly undervalued on some key metrics.
As before, allocations are deliberately simplified.
Finally, the tickers are usually those of ETFs that serve the mentioned asset class. I include tickers so that the perfomance of the SciPre portfolio can be tracked. I am not recommending these specific ETF products. In each asset class, there may be mutual funds and ETFs that have lower costs or more desirable features.
Disclaimer: The opinions expressed here are mine alone. I am not offering advice or recommending any product. I may own some of the asset classes and tickers mentioned above, but may not own others. Consult your financial advisor befor making financial decisions.
SciPre 