Talk of The Villages Florida - View Single Post - Some Portfolio strategies with ETFs
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Old 05-19-2022, 12:15 PM
Babubhat Babubhat is offline
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A financial planner from the Villages of Parkwood was arrested on drunk driving charge after a hit-and-run crash at Wawa. From our favorite news site. The term financial planner is meaningless without superior credentials. Otherwise it’s a salesman

Maybe he can help. Lol.

Algorithms and hedge funds rule. 5 etfs should be sufficient for most. Note you need to be aware of risk involved in some listed here. Know your risk profile


Quote:
Originally Posted by CoachKandSportsguy View Post
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