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The Top ETFs Over Three Years: Real Estate Dominates

by Charles Rotblut, CFA

Exchange-traded fund (ETF) investors would have done well over the past three years by having a high allocation to real estate.

Five funds that focus on real estate investment trusts (REITs) beat all ETFs in terms of performance for the three-year period ending June 30, 2012. A sixth real estate ETF came in seventh place.

Preventing a clean sweep of the top 10 spots were two health care funds, a retail sector fund and one fund that invests in Thailand. This is not the mixture most investors held in their portfolios.

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Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.


Discussion

Michael Audet from Maryland posted about 1 year ago:

Good informative article - thanks for the analysis and insights as I've been moving more toward ETF investments


John Gorsline from Washington posted about 1 year ago:

It always seems to boil down to one thing. "Be Greedy When Others are Fearful" , most important thing Warren ever told me. But you must be greedy and buy those things that will always have value,Not just everything that has lost all it's value. Realestate, Apple brands etc.. Not two things that the average Joe plummer doesn't understand. So why doesn't he buy things that he knows will eventually recover due to it's intrinsic value? Because the other thing that Buffet taught us, " Investing is more about temperament than intelligence! " What is it right now that nobody wants but will always eventually be valuable? That is worth the time to explore.


John Hunt from West Virginia posted about 1 year ago:

A great article, most helpful. It's certainly a set of ideas for my portfolio.


Catherine Dunn from New Jersey posted about 1 year ago:

cannot make chart wider


Deborah Gray from Virginia posted about 1 year ago:

thanks for the insights and analysis


Ray Lopez from New York posted about 1 year ago:

Good report, thank you.


Joseph Wilkonski from New York posted about 1 year ago:

Informative info. I have relieved myself of the burden of the fees associated with mutual funds (sold them)and have started purchasing ETF's.


Gene Zitani from California posted about 1 year ago:

I JOINED AII A MONTH AGO AND MY FIRST REACTION IS THAT AII IS ALL HYPE.WHAT SOME NEWCOMERS NEED IS A FOLLOWUP BY AN EXPERIENCE AII CONNECTED REP WHO CAN SPEND SOME TIME ORIENTING NEWCOMERS TO THE AII PROGRAM.YESTERDAY I MUST HAVE CALLED AII 7 TIMES IN THE MID-AFTERNOON CENTRAL TIME .EACH TIME I WAS WELCOMED BY A BUSY SIGNAL.MAYBE A LOCAL CHAPTER REP CAN VOLUNTEER THEIR TIME ,HOWEVER BRIEF, TO GET NEW MEMBERS STARTED.I'M ABOUT TO CASH IN.(SORRRY FOR THE CAPS..MAYBE A SIGN OF MY AGE).


Charles Rotblut from Illinois posted about 1 year ago:

Hi Gene,

Due to work being done by AT&T, our telephone lines are temporarily down. We can be contacted via email at: members@aaii.com.

If this helps, here a is list of the key areas of the website we suggest members visit:
http://www.aaii.com/benefits/members

If you need help with the model portfolios, this guide may be of help:
http://www.aaii.com/model-portfolios/getting-started

-Charles
AAII


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