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How a defensive portfolio performed in 2011

The Defensive ETF Portfolio

Analysts at National Bank Financial created this mix of ETFs for investors who put a large premium on safety.

ETF

Ticker

Weight (%)

Price ($)

YTD chg. (%)

Stocks

Claymore S&P/TSX CDN Preferred Share ETF

CPD-T

12.4

17.15

-0.3

iShares S&P/TSX Global Gold Index Fund

XGD-T

9.3

23.10

-11.8

iShares S&P/TSX Capped Cons. Staples Index Fund

XST-T

9.3

20.54

n/a

Bonds

iShares DEX Universe Bond Index Fund

XBB-T

34.8

31.54

5.6

iShares DEX All Corporate Bond Index Fund

XCB-T

11.6

21.21

3

iShares DEX Short Term Bond Index Fund

XSB-T

11.6

29.32

1.3

Alternative Investments

iShares Gold ETF

IGT-T

5

16.17

17

Cash

Claymore Premium Money Market ETF

CMR-T

6

50.04

0

Portfolio YTD total return (share price change plus dividends and bond interest: 5.5%

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Maximum portfolio decline in 2011: 2.9%

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