Looking at the equities exposure, ECON provides an interesting play on the emerging market consumer sector.
“You have the consumer exploding in the emerging markets,” Arthur explained. “So we want to make sure we own companies that give you direct exposure to those emerging markets.”
Bonds
- iShares Core Total U.S. Bond Market (NYSEArca: AGG) 2.5%
- WisdomTree Emerging Markets Local Debt (NYSEArca: ELD) 2.5%
Opportunity
- PowerShares Senior Loan Portfolio (NYSEArca: BKLN) 5%
- Market Vectors Gold Miners (NYSEArca: GDX) 5%
- Vanguard Global ex-US Real Estate (NYSEArca: VNQI) 5%
- Peritus High Yield (NYSEArca: HYLD) 5%
- PowerShares DB US Dollar Index Bullish (NYSEArca: UUP) 5%
The “opportunity” holdings provide exposure to alternative investment options from mainstream stock and bond ETFs.
“These assets are expected to respond differently to economic and financial market factors than traditional stock and bond investments,” according to the CNBC guideline.
The advisory council will keep tabs on the opportunity allocations, watching technical, fundamental and other market analysis in determining the holdings.
For more information on investing toward retirement, visit our retirement category.
Max Chen contributed to this article.