Some Portfolio strategies with ETFs
For those looking to create portfolio strategies with ETFs to do your own portfolio management, here are some suggestions from a portfolio manager, in New England, who also happens to have a PhD in the topic.
Hedged
35% $LBAY
25% $VYM
20% $GOVT
20% $VIG
10% $JEPI
Semis/Energy FCF
40% $VTI
25% $COWZ
15% $SYLD
10% $FSELX (or $SOXX or $SMH w/o Fidelity)
10% $FSENX (or $XLE w/o Fidelity)
Total Market Index:
100% $VTI
S&P+EZ FCF
60% $SPY
25% $COWZ
15% $VUG
Dividend
35% $VYM
35% $SPYD
30% $JEPI
Pure Value
85% $VTV
15% $AVUV
100% Indexed
90% $VOO
10% $VBR
GARP - Growth at a Reasonable Price
60% $VOO
20% $SPGP
10% $VUG
10% $COWZ
Shareholder Yield
50% $SYLD
25% $COWZ
15% $VIG
10% $SDY
Barbell 1
50% $VOO
20% $QQQ
20% $AVUV
10% $VTV
Barbell 2
50% $VOO
20% $VUG
20% $VBR
5% $XLE
5% $XLK
120% Long
80% $VOO
10% $DDM 2x Dow
10% $SSO 2x S&P
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