1 month Long Term ETF Portfolio for Retirement Reddit     

Hi all,

The idea with this portfolio is that they are mostly actively managed and focus on goals rather then specific companies or industries. If, say, 3D modeling goes out of style in replacement of something more advanced, Ark Invest will adjust its products accordingly. Seeing how profitable each of these are it is incredibly unlikely they will be dissolved any time soon. With that in mind, these ETFs focus on many groundbreaking things that will inevitably become the cornerstones of our society by the time I retire in 2060. Currently, each of these products has outperformed the SPX thrice over with VCR having taken the lead at a 245% YTD return. CXSE takes last place with 43% return YTD but still outperforms SPX in the same time horizon. A key advantage is that this portfolio taps heavily into foreign markets and has holdings comprised of securities on the Honk Kong exchange and other foreign markets (Most notably Tencent). There is diversity found both geographically and financially. I am keeping each at a weighting between 8 and 12 percent as to not overindulge into one specific security. Given the massive share price of VCR it can be difficult at times as one share equates to 10% of my current portfolio.

Many of these ETFs are rebalanced quarterly and/or monthly by active managers. Vanguard’s VCR fund is the only one that isn’t actively managed but the inherent concept of its holdings keeps it on top.

Many of these ETFs have overlapping securities dominating their Top 10 holdings. Given that they are primarily growth ETFs this is expected. The biggest overlaps include Tencent, Alibaba, MercadoLibre, Twitter and Tesla.

  • ARKG – ARK Genomic Revolution ETF is an actively-managed ETF that invests in companies across multiple sectors, including healthcare, information technology, materials, energy and consumer discretionary, that are relevant to genomics revolution.

  • VCR – Vanguard Consumer Discretionary ETF is an ETF that tracks the performance of the Morgan Stanley Capital International US Investable Market Consumer Discretionary Index.

  • KGRN – KraneShares MSCI China Environment Index ETF is an ETF that provides exposure to Chinese companies that focus on contributing to a more environmentally sustainable economy by making efficient use of scarce natural resources or by mitigating the impact of environmental degradation.

  • ONLN – ProShares Online Retail ETF is an ETF that tracks the ProShares Online Retail Index. It invests in companies that principally sell online or through other non-store sales channels, such as through mobile or app purchases, rather than through “brick and mortar” store locations.

  • EMQQ – The Emerging Markets Internet and Ecommerce ETF is an ETF that tracks the performance of the Emerging Markets Internet Index by targeting companies whose primary business is e-commerce or Internet-related activities that generate most of their revenues in emerging market countries.

  • PBD – Invesco Global Clean Energy ETF is an ETF that tracks the WilderHill New Energy Global Innovation Index which holds globally listed equity securities engaged in the business of the advancement of clean, renewable energy and conservation. The Fund uses a multi-factor screening approach & is rebalanced/reconstituted quarterly.

  • IPO – Renaissance IPO ETF is an ETF that provides investors with efficient exposure to a portfolio of newly public companies prior to their inclusion in core U.S. equity portfolios. The ETF tracks the rules-based Renaissance IPO Index designed by leading IPO research firm Renaissance Capital.

  • TAN – Invesco Solar ETF is an ETF that tracks the MAC Global Solar Energy Index which market cap weights securities in the solar energy industry including all solar technologies, the entire value chain (raw materials, manufacturing, installers, solar plant operations, financing), & related solar equipment such as power inverters/encapsulates.

  • ARKQ – ARK Autonomous Technology & Robotics ETF is an ETF comprised of companies relevant to the theme of industrial innovation. Companies are expected to focus on the development of new products and services, technological improvements, and advancements in scientific research related to multiple industries.

  • CXSE – WisdomTree China ex-State-Owned Enterprises Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to provide exposure to Chinese stocks where government ownership does not exceed 20% of outstanding shares.

  • GIGE – SoFi Gig Economy ETF is an exchange-traded fund incorporated in the USA. This ETF is an actively-managed exchange-traded fund that seeks to achieve its investment objective primarily by investing in a portfolio of companies listed around the world that Toroso Investments, LLC, the Fund’s investment adviser, considers part of the “gig economy”.

submitted by /u/Sir_Meowstro
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