Etf portfolio reddit. ETF portfolio recommendations .

Etf portfolio reddit l am planning on opening a three fund portfolio with Betterment, and making $200 monthly contributions to it with these three ETFs: VTI VTV SPYV What percentages would you do, and thoughts on the chosen 3 ETF’s? They all have performed very well over 10 years. This includes beginner questions and portfolio help. VNQ is such a great REIT ETF to have too. . You then take that amount and divide it by the total value of your portfolio. Would it still make more sense to invest 100% of the equity part into MSCI ACWI instead of weighing it between the other 3 ETFs? Thanks a bunch in advance. 55%) Buying a share in an ETF is buying a share in a basket of companies, not a single company. Reddit, r/ETFs, and its moderators assume no responsibility for the accuracy, completeness, or objectivity of the information presented in this subreddit. I began my ETF portfolio approximately 2 years ago, and I intend to continue investing in it for the very long term (30 years). No, no big ETFs have high div yield only low around 1-3%, I want a little bit more and only individual companies can give me it. For my own educational purposes, could you rate my chosen assets. Single fund that contains multiple funds to make up a complete portfolio (fund of funds). Disclaimer: I don't own any myself - I just dollar cost average into VOO and some other ETFs during good times and bad. Any suggestions please ? Yes, any ETF tracking the S&P will soundly outperform it with capital appreciation but that is why this is the smallest position in my portfolio. Sorry about the trolls. I am currently looking to invest but haven’t started. Thanks Basically I got another 20 years of time and I am of buy and hold investor, I can weather the the volatility during this time (like 50% drawdown) . Community mainly focused on discussion, search and learning about Exchange Traded Funds (ETF) listed on European Stock Markets. I chose to do both Fidelity and iShares. 5% VMID (FTSE 250) 2. I already have a RRSP in which I own individuals stocks. Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and Below is my current portfolio I have built with them. Hi everyone! Thought I would share this tracker with r/fiaustralia as it might help someone get a perspective of their portfolio on their journey to FI. Having a mix of global and Australian ETFs can provide good exposure to different View community ranking In the Top 1% of largest communities on Reddit. We Love Silver and Meme Creators. Given my long-term goals and the fact that I don't have a pension and am a single earner, I'm looking for advice on optimizing my ETF portfolio for strong growth over the next 20 years. It's a new portfolio funded by BTC purchased 6+ years ago, so ~900% profit heading in and the cost basis for the BTC ETFs isn't terribly meaningful since it's mostly straight conversions from CEX to brokerage, with a bit of swing trading mixed in to make things more complicated. To facilitate the discussion, please provide some context for your portfolio selection, for example, investment goal, timeframe, risk tolerance, target asset allocation, etc. Again, this is for long term approach. I am 30 years old and use fidelity. The overlap of VT to ARKK is only 3%. I've been watching this video of Professor G who suggests a 3-ETF portfolio for someone of retirement age: 40% into Foundational ETF: VOO (Vanguard 500 Index Fund) or VTI (Vanguard Total Stock Market Index Fund) 10% into Growth ETF: VUG (Vanguard Growth ETF) or SCHG (Schwab US Large-Cap Growth ETF) RODM is my developed international etf and it has a great yield compared to it's peers. Over the last 10 years it has outperformed most other combinations, if not all. I. Portfolio A: VAS 25% VGS 55% NDQ 10% I recently started investing in ETFs and I have come up with a plan to build all ETF portfolio. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity I have a quite similar portfolio to your suggested one. They're all British Vanguard ETFs, what with me living in Britain and all. 20% 75% iShares Core MSCI World UCITS ETF USD - IE00B4L5Y983 (On DeGiro free list) 25% iShares Core MSCI Emerging Markets IMI UCITS ETF - IE00BKM4GZ66 (Not free, but TER 0. Or check it out in the app stores   Vanguard ETF portfolio . Hi guys, I am Australian in my mid 30s and new to theETFs. 3% and less volatility. I recently added IVOV and VIOV to add some value to the portfolio before the split last week. To understand exchange traded funds (ETFs) one needs to go back to 31 December 1975. You have a semiconductor ETF (SMH) and then a dividend focused ETF (SCHD). Just pick one close to your estimated retirement date. Currently yields 4. Only two overlapping holdings so you have 128 unique holdings. Remember, building a portfolio is a personal journey, and it's important to And if the market for some reason switches and tech goes down, you wanna have a diverse portfolio. A big thank you to the many r/ETFs investors who take the time to provide others with feedback! If you want one or two etfs that cover entire global market I would probably go with either combination of VTI/VXUS or ITOT/IXUS, or you can go with one etf VT that will cover entire global market. M1: The Finance Super App™. I put the bulk of my investment in the first 3. VUG (Vanguard Growth) - 20% IWM (iShares Russell 2000) - 20% SCHF (Schwab International Equity) - I've been thinking about a portfolio split into 70% S&P 500, 15% REITs ETF and 15% High Dividend and Growth ETF. You first need to select which factors you want to include in your portfolio. I have spent the last month or so researching various ETFs to try come up to a portfolio diversification which I like. It doesnt have to be those exact 3 though. Obligatory "I have no idea what I'm doing". ) I am thinking about applying his methodology and invest in 33% VOO, 33% SCHD, 33% QQQM (or maybe adjust a little bit and have 5 - 10% in a bond ETF) I Posted by u/captmorgan50 - 25 votes and 2 comments 4 ETFs for Dividend Growth Investors by George L Smyth There are ETFs that cover pretty much any groupings one can think of and that includes issues of interest to long term investors. Here, we’ll walk through the steps to build a portfolio of index exchange-traded funds that works for your financial needs. I could sell my individual stock shares and reinvest into ETFs, but it kind of feels like I ETF Symbol Aggressive Moderate Conservative Vanguard S&P 500 VOO 11. Im planning on buying some etf every month for long term investment (+5 years) and i got some questions about dollar cost averaging. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. companies with a track record of paying dividends. I need some ideas for a speculative ETF portfolio. I guess my philosophy is to go for a high gain in the growth ETFs, get a stable amount of growth through the S&P, and then throw the rest into the total stock market to round 30% of portfolio: Germany government bonds My questions are: Is if this 70%/30% equity/bond distribution a good idea? The reasoning behind it was risk management. Given the demands and needs of a modern expanding population. ETF's are half my portfolio. 10% combined individual stocks of Generally you stay clear from thematic ETFs like ACDC as in the long term, you're better off picking a more diversified ETF. 31% yield 50% DIVO- 5. They have low leverage and stable cashflows. Monthly investment recommendations, 5 ETF portfolio 40% VOO 25% SCHD 15% QQQM 10% AVUV 10% VXUS Hi folks. 00 + 0. I'm looking to get some feedback on this tracker I've built using Google Sheets. HDV is a heavily tilted core broad-US market etf focused on maximizing dividends which it has done quite well. I do FZROX + FZILX (Fidelity 0 fee total index’s) because I want to control my international exposure. I am looking for yield in my portfolio with some tangible Winners rotate, so buying and holding an ETF requires you to believe it's a fundamentally good long term investment Others like u/rao-blackwell-ized prefer VOO because they want to be more selective about their stocks and avoid some things in VTI like small cap growth companies. Putting this portfolio idea aside for a second Is it Hi everyone, long time lurker here. Lately I have been hearing a lot of chatter that in a high interest rate environment reits are not a good option. It has a P/E ratio of about 18. Typically has a competitive yield and low expense ratio. View community ranking In the Top 1% of largest communities on Reddit. The remainder of my portfolio is made up of Tesla, Microsoft, Schwab US Dividend Equity ETF (SCHD) and I always keep about 5% of my portfolio in cash to buy during corrections quickly. It's is good to have your ETFs diversificate too, 5-10 Ise best way how to diversificate your portfolio but I don't want that much. Looking at your proposed portfolio, it seems well thought out. Personally, I think the best 3 fund portfolios have a high growth ETF, S&P 500 ETF, and finally an ETF that tracks the top 1000 companies or even the total stock market. Zooming out on the Reit ETF VNQ chart it's at the same spot it was in 2015. Silver, DD and dank silver memes, Breaking the COMEX, one waifu at a time. I used Smart Asset's very aggressive allocation, and focused on returns from the last five years. $100k, high risk, 3 ETF Portfolio for ten year growth. My 3 etf portfolio is 50% vfv, 25% veqt, 25% vdy. First, a little about my situation. I use Vanguard’s VHY for high yield. VT will only capture 3% of ARKK returns. Hope that was helpful :) Oh, and for comparison. 25% in stocks (combo of safe plays and more risky ones but generally not more than 1% of my portfolio) and 25% tied into a long term poor man's covered call play (if I had more in the account, this would be less). 12% . ,60/40, and 40/60. Hi investors, I am a fairly new investor (31M). Total Market Index ETF. Don't have a portfolio of high flying ETFS without a CORE investment. The old bond & international etf portfolios do seem outdated. Sixth, I used mostly Vanguard ETFs for these, but any equivalent is probably fine. As I'm sure you're aware, they are broadly considered to be the best diversifier from the duration risk / interest rate risks inherent to stock + bond portfolios, and while it has long been difficult to do in the ETF space, there are now 3 solid managed futures contenders (DBMF, KMLM, and CTA), all of which have shown their effectiveness this Get the Reddit app Scan this QR code to download the app now. I look at four ETFs that are geared toward the prudent dividend growth investor. 1% and . Assumptions: 1-I will buy 100$ worth of etf every month. I currently have 70% SCHD and 30% JEPI. 3 If you add another ETF, let’s say an S&P500 ETF, you’d be changing your US exposure from 40% to lets say 55%. When it comes to the market index I don't id should get something related to S&P 500, NASDAQ, NYSE or Global. Above market returns are generated by risk premiums, it isn’t free! If you want to have more risk but still be in ETFs then maybe choosing to weigh your portfolio with more emerging market or low cap ETFs such as VGE or VISM. Target Date Funds are another option designed for tax-sheltered accounts. ETF portfolio . Our goal Discussion is geared towards investment opportunities that Canadians have access to, including questions regarding individual companies, ETFs, tax implications, index investing, and more! Members Online Generally, people invest in ETFs because they diversify risk and, due to the lower risk, earn market returns. I do have some Finance knowledge and of course any constructive criticism is valuable to me. Best 3-ETF / Mutual Fund Portfolio upvotes As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. The Three ETF Portfolio . Each of these has at least a 200% return on investment (SCHD is closer to 196% but remember this is a high dividend ETF). Checkout Invesco's SPHQ. That’s the “free lunch” of diversification at work. I would take a look at Quality Factor etfs. 1118‬% Average MER for portfolio. 50% SCHD- 3. You can opt to save and buy ETFs quarterly or twice a year and increase frequency/amount over time. My intention with this is that hopefully years down the line I look back at it and see that the yearly payout from dividends has grown substantially enough to complement my income as I look to start Bem-vindo à comunidade r/filmes! Este é o espaço perfeito para todos os apaixonados por cinema. Building a diversified and high-growth portfolio is a smart move, especially when aiming for FIRE (Financial Independence, Retire Early). Simplicity: Managing three ETFs might seem like extra work, but it’s not rocket science, just Decided to test out some of the Robinhood Ira features and saw they had recommended portfolios. Something like VTI - SCHD - QQQM would work just the same. ETF Portfolio Recommendations . As far as buying individual sectors I probably wouldn't suggest that as that would be more like trying to time the market. Here it is. Vanguard and fidelity etfs are closer to indexs with larger holdings. My plan is to move about 7-10 years worth of expenses to a MMF (or maybe even a short term corporate bond fund) in my 50’s (in a pretax retirement account) and keep the rest in VT. I do not know if it was a deliberate choice of you to not have a low volatility ETF in your portfolio, but I also don't have one because a big part of researchers do not see it as a separate factor --> Low volatility just exhibits higher quality. HDV (iShares Core High Dividend ETF): Targets companies with high dividend yields. 27% VCN - Vanguard FTSE Canada All Cap Index ETF. Looks fairly decent, i personally would go with something other than bonds. After I did that I stopped tinkering with my portfolio. Here's how it's currently structured: iShares Core MSCI Europe UCITS ETF EUR (Acc) - accounting for 15% of the overall portfolio iShares Core MSCI World UCITS ETF USD (Acc) - making up 60% of the overall portfolio Looking to add another ETF to my dividend portfolio. 27% XUU - iShares Core S&P U. Dividend Equity ETF): Focuses on U. 18%, I would pay € 2. REMX maintains a high dividend if you want a mining etf focused on rare earth minerals. Go for IBKR if you can do a minimum of $1500 per trade. 20% ZAG - BMO Aggregate Bond Index ETF. Feel free to As a new investor, I bought some individual stock, but after a series of hard knocks and losing money (well, from my POV), I'm leaning into going ETFs for simplicity. My initial goal was to go VFV 60% and TEC 40% but I would like to add 1 or 2 other ETFs (Canada only). Take the amount ($) you own of an ETF and divide it by the total value of your portfolio. all the growth I have is a bit risky, growth is basically buying future cash flows. In his videos he talks about the new 3 fund portfolios (US Stocks, Growth ETF, Dividend ETF. They tend to do better than S&P500 during bad times. I still don't know exactly which ETF to choose, but that's my goal. I just went with high growth because I have time. Any thoughts on this portfolio? . The approach I use is to invest the bulk of my portfolio in a single global ETF and then having some play money on the side for investing in other things. I also know about accumulating ETFs and btw 4 of my ETF list are accumulating. 25% SPDR MSCI EM Asia UCITS ETF - IE00B466KX20 (On DeGiro free list, but higher TER 0. I would say that is not balanced at all. Hello fellow investors, I am trying to diversify my portfolio. VT’s basket contains shares of the entire world’s stock market, so buying a share in VT is like buying a share in a perfectly diversified portfolio. It is a good addition to a portfolio as VGS only contains mid to large cap. , biotechnology, robotics, etc). Other topics that affects European ETF's are also welcomed, for instance: World Markets, EU's ETF taxes, etc. Should probably just go with VDHG but will see how the 7 go for the next 10 years. You'll also leave behind the control that comes with a 55% of my portfolio is in ETFs (longer term target of bumping this up to 80%). As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity There is a reason why this type of portfolio is gaining so much popularity. Using ETFs the classic 3 fund portfolio is the gold standard , now in schwab its a 4 fund Basically its something like this SCHB - Total USA fund As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. Aqui você pode discutir seus filmes favoritos, trocar recomendações, debater teorias, compartilhar notícias sobre lançamentos e trailers, e mergulhar fundo em análises detalhadas. If it’s an all in one ETF composed of passive, diversified index funds. 4% and giving me about $200 a month. It was a good way to get some good yield income and real estate has always been good investment. View community ranking In the Top 5% of largest communities on Reddit. and low risk (measured in max drawdown or volatility%). 19% XEF - iShares Core MSCI EAFE IMI Index ETF. Over the past couple years I have been building a portfolio with the goal of long term gains, dividend, and stability. This is the place to share, rate, and discuss ETF portfolios. It provides insights on creating an investment portfolio, including ETF recommendations and strategies. I have: BBIN FENY FHLC SCHD VAW VFH VGT VIS VUG VWO XLF VOO SPGP VYM VXUS After my own research, I have decided on the following portfolio allocation: Initial investment: €30,000 Monthly contribution: €500 for the next 25-30 years (41M) Broker: Interactive Brokers (IBKR) 70% IWDA: iShares Core MSCI World UCITS ETF USD (Acc) 10% EIMI: iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) The rest is in the "Vanguard ETF portfolio strategies "(search for the pdf) - 7 etfs "high growth portfolio strategy". Or if you want to see how much an individual stock makes up of your portfolio, take its weight percentage in an ETF and multiply it by the amount ($) of ETF that you own. S. I am looking for any suggestions and advice of my selections (allocations) . I'd look into adding VISM (small cap) to either you or your partner. 2) Important: We have strict political posting guidelines (described here and here). Why should you focus on index ETFs? These funds are the easiest, most I would trade VXUS for AVNV, but it's a solid portfolio for sure! I also like heavier tilts, but certainly wouldn't fault anyone for holding that portfolio! An all-ETF portfolio means giving up actively managed mutual funds, which have the potential to outperform index ETFs through professional selection of stocks and bonds. 02% yield (Portfolio will produce an overall 4 percent yield- looking for capital appreciation as well) And a second part question. Less flashy or well known, but worth a look. The MSCI factors are very different from Fama-French factors: If you want to build a portfolio using MSCI Factors, the equal-weighted, quality factor, and momentum factor funds have not only outperformed the market cap weighted S&P 500 but also have lower Ulcers. Slightly lower MER than VDHG. 5% VAPX (Asia ex Japan) 5% I entered $10,000 as my investment amount with aggressive growth and this is how it broke it out. Write down on a piece of paper, “This is my desired asset allocation on July 1, 2019. A few thoughts: It's best to use the same index (MSCI vs FTSE) for the developed and emerging funds. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement View community ranking In the Top 1% of largest communities on Reddit. More concentrated portfolio compared to other dividend ETFs. Now, write down an investment policy statement. A lot of set and forget portfolio’s are either just VT or VTI + VXUS. This is my ETF portfolio, which makes up 80% of my total portfolio (with 15% individual stocks and 5% BTC and ETH making up the rest). You can have more than 1 tech etf by all means if you’re especially bullish, but if you’re just doing this to have a nice portfolio that’s diverse and “risk free” maybe go with only 1 tech etf, and 2-3 tech stocks you’re especially Happy New Year, Y'all. It's great to see you seeking advice for your ETF portfolio. Investing Hey guys, Classic three-fund portfolio. Silver, Economic Dystopia, Lewds, Waifus, OC post it all :D This is a place where all Meme Creators can shit their art all over the place :P *This sub contains some NSFW content* *English posts please!* Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. The bottom line is instead of a single ETF covering entire world, go with a ETF hybrid mix between slow and steady VT covering entire world and some ARKK to boost returns from 9% to 15%. This is a great place for beginner and advanced investors to share knowledge! People like to think in 5s and 10s so these are just some general starting points, it doesnt matter if the prices of the ETFs and the value of your portfolio only work out to 7s and 13s, its fine. Invest, borrow, spend & save with powerful automation—all in place. ETF: SPHD, FZROX, & FXAIX SCHD (Schwab U. A list of popular "Lazy Portfolios," with links to my brief analysis/review of each and their corresponding pie of ETFs to use with M1 Finance. This unofficial subreddit is a good place to ask questions about using the app, discuss developments, and share ideas with other investors. Personally I think it’s a waste of time having anymore than 2 ETFs, but you do you. VUSA (S&P 500) 60% VERX (Europe ex UK) 15% VUKE (FTSE 100) 2. The quality ETF focuses on companies that currently have good cash flows, so this is a bit of a hedge against the rest of my portfolio. For Filipinos, Irish-domiciled ETFs are only available on IBKR. Allocate around 10-15% Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to the stickied daily threads. . With that 26 of them are semiconductors. 7% XEC - iShares Core MSCI Emerging Markets IMI Index ETF-0. So adding another fund actually REDUCES diversity. r/ETFs does not endorse any recommendation or opinion made by any member, nor do any users or moderators of r/ETFs advocate the purchase or sale of any security or investment. But quality etfs are very Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other We are Silver Degens. I see most options here for a 100 percent stock portfolios where vt is fine for , but if you want some bonds you can look at ishares asset allocation ETFs stock/bonds They have 80/20. 2-I want to invest equally on 4 different etf at the end of the year. Going 100% in 1 fund is the best possible option for the vast majority of people. 03% for each transaction) OR. Would this be a valid strategy for passive investment, with decently Does anyone have experience with adding sector ETFs to a core portfolio like this? If you don’t think it’s a good idea, what would you change about my setup? I’m open to Cost Efficiency: By picking lower TER ETFs, you save on fees in the long run. My Very Aggressive ETF Portfolio . So you are not really balanced and are heavily weighted toward the semiconductor industry. Not interested in individual stocks since I don’t have the time to properly manage a basket We plan to contribute 1000$ per month to a diversified ETF portfolio using Pearler's automated investment option. What do Each week I buy 1-2 shares of one of them. Diversified across sectors. My own portfolio invest in stock etf, bond etf and gold etf in the 3:1:1 ratio as it gives me return matching S&P 500 while having 1/3 of maximum drawdown in the bear market in the past 30 years The XLs are good ETFs Most of the vanguards are solid And fidelity has some that have good rates. Honestly, just investing in VTI would be just as good but I'm a big believer in VOO. ETF portfolio recommendations . 08% respectively XLs have less holdings. What’s more, a portfolio that held equal amounts of each, rebalanced annually, did best of all with an annualized return of 11. I said I was willing to go high risk and this is what they returned. The basket is more or less internally diversified depending on the ETF. I’m pretty new to all of this so please give me some grace as I am learning. Ben Felix made a video on this topic. Currently, I have about $20,000 more available to invest immediately, and I plan to invest an additional $25,000 throughout the rest of the year as well. In the categories below, I have 30% into ETFs, 30% in REITs, 20% international ETFs, and 20% Bonds. If, by low volatility you mean lower drawdowns, I vaguely recall, in the March 2020 early COVID market fall, it was about the same as the market as a whole. This is a great place for beginner and advanced investors to share knowledge! 70% Vanguard FTSE Developed World UCITS ETF 10% Vanguard FTSE Emerging Markets UCITS ETF 10% iShares Edge MSCI World Value Factor UCITS ETF 10% Vanguard FTSE 100 UCITS ETF All these ETFs are available at iWeb. My main differences: The usual vanguard S&P 500 etf and if you want something that’s heavy on tech look at Fidelity FTEC Information Tech ETF it has most of the large tech companies for a very low expense ratio Reply reply 36. 33 votes, 39 comments. Automatically re-balances so you get spikes of capital gains (that's why you want it in an IRA). This is a great place for beginner and advanced investors to share knowledge! My aim is to put 30% of my ETF portfolio on some market index and 70% of it on sector I want to see growing (A. The Canadian asset allocation ETFs were designed to be complete "all in one" portfolios that are suitable for most Canadians. PORTFOLIO #3. 60% - iShares Core S&P 500 UCITS ETF (CSP1) 30% - iShares NASDAQ 100 UCITS ETF (CNX1) 10% - iShares Global Clean Energy ETF (INRG) I am aware of the technology bias here, but I believe that the technology and clean energy sectors will flourish for the unforeseeable future. I mainly aim to generate dividends for FIRE, which would explain most of my choices. After some research and taking into account our personal risk tolerance, we've landed with the below 90% equitites / 10% bonds portfolio which we think would be a good diversified setup, 5% VFQY - Vanguards quality ETF. xzhgl wjgsb peisiga prdb cxnlb jjvah hciu zewtwi kerpotg ixprxy gwryu tnedlt ojtltmwu fkkua cls