The Don Draper ETF Portfolio (XLB, PBS, XLP)

March is turning out to be quite a month. First, the NCAA Tournament has provided a fair amount of upsets, per usual. Then investors were treated to some more good news today courtesy of Apple AAPL. Well, don't let it be lost in the shuffle that the new season of Mad Men starts on Sunday March 25. The Emmy award winning show is back for its fifth season and if other shows are deemed worthy then Mad Men certainly deserves a crack at its own ETF portfolio. In this case, we'll name it in honor of the sometimes offensive, not always sober, but always stylish Don Draper. Instead of wondering what would Draper do, think about how Draper would invest. iShares S&P Global Consumer Staples Index Fund KXI Smoking isn't quite the sexy social habit it used to be, but to accurately depict the time period in which Mad Men is set, the show's characters light up. A lot. In fact, Lucky Strike has been one of the fictitious advertising agency's clients in previous seasons. While there is no ETF devoted specifically to sin stocks, the iShares S&P Global Consumer Staples Index Fund is a great way to get involved with high-yielding tobacco stocks as Philip Morris PM, British American BTI and Altria MO are all found among the ETF's top-10 holdings. Don Draper would probably like the fact that KXI is up over 18% in the past year. PowerShares Dynamic Media Portfolio PBS The closest thing one get to actually owning Don Draper through an investable security is with shares of AMC Networks AMCX, the company that broadcasts Mad Men. There must be something Wall Street likes about AMC shows because the stock is up almost 17% year-to-date and the PowerShares Dynamic Media Portfolio is one of the few ETFs that offers any decent allocation to the stock. The PowerShares Dynamic Leisure & Entertainment Portfolio PEJ is another to consider. Vanguard MSCI Europe ETF VGK Viewers are led to believe a few of the characters on Mad Men are World War II veterans, so they may not be the biggest fans of an ETF that features allocations to German and Italian companies. They may not to be fussed on the fact that French companies figure prominently in the Vanguard MSCI Europe ETF, either. On the other hand, VGK's top 100 holdings feature two tobacco companies and six alcohol or beer makers. As Roger Sterling once said: "We drink because it's what men do." Consumer Staples Select Sector SPDR XLP Investors do not need to own the Consumer Staples Select Sector SPDR and the iShares S&P Global Consumer Staples Index Fund at the same time, but a quick look at the Sterling Cooper Draper Pryce client list shows XLP is definitely an ETF the Mad Men crew could warm up to. Materials Select Sector SPDR XLB Count a couple of chemicals companies among the SCDP client roster and XLB makes the list as a result. Until that new chemicals ETF comes to market, XLB is really the only game in town when it comes to getting decent exposure to the likes of Dow Chemical DOW and DuPont DD in one ETF.