Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
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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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#2
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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:
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#3
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I suppose if they are in tax deferred account they are OK, but I have found ETF’s to be a real pain in the a$$ come tax season.
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#4
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Quote:
can you elaborate on this issue, as I am wondering what I am missing. . . thanks! |
#5
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List of All ETFs - Exchange Traded Funds | ETF Database
Research here. Tax implications can be diverse. Know what you are buying. The number one mistake is not evaluating returns on a Risk Adjusted Basis. Otherwise it becomes gambling. Great when you win. Read 22 people did the big leap when Luna crashed Last edited by Babubhat; 05-20-2022 at 11:27 AM. |
#6
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Perhaps I am painting all ETF’s with a broad brush, but the couple that I have owned sell a portion of my shares every month to pay the management fees (unlike how mutual funds work) which generate 12 annual capital gains/losses per fund that have to be reported for tax purposes. These sales are considered non-covered shares which means the cost basis is not reported to either the ETF investors or the IRS. Instead, the burden of proving the correct cost basis falls on the ETF shareholders, which can be a major pain in the a$$ if you invest in the ETF during different time periods and/or automatically reinvest dividends and or income back into the fund. Because of the hassle/inconvenience of this along with the fact I can typically invest in mutual funds giving me substantially the same exposure, I won’t invest in ETF’s in a taxable account. Hopefully that explanation clarifies my previous statement.
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#7
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Quote:
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#8
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along with demonstrable portfolio performance/returns!
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#9
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#10
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Doesn't anybody buy just plain old stocks anymore?
Boomerosaurus |
#11
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That only works if one wants to put in the time and effort doing research and analysis in an attempt to pick individual stocks that will outperform market index funds with very low management fees. Most investors claim they are good at that, but very few actually are, unless they are privy to material inside information. Personally, after a long career as a portfolio manager, I prefer to put our portfolio on autopilot and spend my retirement time swimming, golfing, biking, etc…
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#12
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I do. I do. Actually bought some MMM this morning.
__________________
Birthdays Are Good For You. Statistics Show the More That You Have The Longer You Will Live.. We've Got Plenty Of Youth.. What We Need Is a Fountain Of SMART! |
#13
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The PFAS liability concerns me.
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#14
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Hey Ken, I have been visiting that one for the past few days. It is tempting, but I have not bought in yet. I have been in and out and in and out of MMM twice over the years with good returns. You might want to visit LEG with me. They are an old dividend payer with consecutive increases in the div for more than 50 years. But they are getting pounded right now, perhaps due to the nature of their many pieces of the business. The right dividends pay us to wait. Patient Boomer, Manager of the Boomerfund Last edited by Boomer; 07-13-2022 at 01:55 PM. Reason: Typo |
#15
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It would be interesting to learn what an individual’s actual equity portion of their portfolio return has been, YTD, for those individuals who utilize “financial advisors” as compared to a benchmark ETF like the S&P 500. Obviously, on a percentage basis, not actual dollars. Then, add in AUM and other fees and see which ones come out on top.
Lots of people have glowing reviews of their advisor and there appears to be more of them in TV then pickle ball courts, but I would like to know which, if any, are real performers. Wouldn’t it be great to have a list of TV advisors and their respective YTD returns? Keep the “free” dinners and polo tickets and show me the returns. |
Closed Thread |
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