It is time for an update on my ETF portfolio! This portfolio is from my SEP IRA and I only buy ETF’s now for this one. Here I show you each ETF position and how the entire IRA compares against the S&P 500 and QQQ over the past year.
💎I use TipRanks to track analyst opinions and stock momentum.
Learn more here:
The following ETFs are featured in this video:
Invesco QQQ Trust (QQQ)
ARK Innovation ETF (ARKK)
First Trust Dow Jones Internet Index Fund (FDN)
iShares U.S. Consumer Services ETF (IYC)
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Consumer Discretionary Select Sector SPDR Fund (XLY)
Related 40 Finance videos to check out:
6 Stocks for Value and Growth
7 Stocks Under $20
#etfportfolio #iraportfolio #ETF…(read more)
LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
As we enter the second half of 2021, it’s time to take a look at the ALL-ETF IRA Portfolio and how it’s performing. The portfolio is made up of 11 ETFs (exchange-traded funds) that have been carefully selected to provide diversification across asset classes and sectors.
First, let’s review the current holdings:
– iShares Core S&P 500 ETF (IVV)
– iShares Russell 2000 ETF (IWM)
– Vanguard Total International Stock ETF (VXUS)
– Schwab U.S. Aggregate Bond ETF (SCHZ)
– iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
– iShares Treasury Bond ETF (IEF)
– Vanguard Real Estate ETF (VNQ)
– iShares Gold Trust (IAU)
– Invesco DB Agriculture Fund (DBA)
– Invesco DB Oil Fund (DBO)
– Invesco DB Commodity Index Tracking Fund (DBC)
Since the start of the year, the portfolio has seen solid gains, outperforming the S&P 500 index. As of July 9th, the portfolio’s YTD return was 12.7% compared to the S&P 500’s 15.2%. While it’s important to remember that past performance does not guarantee future results, this is a testament to the portfolio’s well-diversified nature.
One notable change to the portfolio is the addition of the iShares Gold Trust (IAU). Gold is often seen as a hedge against inflation and market downturns, making it a valuable addition to a diversified portfolio. The portfolio’s exposure to commodities has also been increased with additional holdings in Invesco DB Agriculture Fund (DBA) and Invesco DB Oil Fund (DBO).
Overall, the portfolio continues to be grounded in core holdings such as the iShares Core S&P 500 ETF (IVV) and Schwab U.S. Aggregate Bond ETF (SCHZ), while also providing exposure to alternative asset classes such as real estate and commodities.
It’s important to note that this portfolio is designed for a long-term investment strategy. While there are short-term fluctuations in the market, the portfolio’s diversification helps to mitigate risk and provide a solid foundation for future growth.
As with any investment strategy, it’s important to consider your own personal risk tolerance, investment goals, and time horizon before making any changes to your own portfolio. However, for those seeking a diversified and well-rounded approach to investing, the ALL-ETF IRA Portfolio continues to be a strong option.
Thanks for this video. I'm always confused between huge fund Vs ETFs. Which are best As per history
Thank you for another great content! I have a question I am in my mid 40s and just opened a new ROTH IRA. This is what I came up with:
VTI 50%
SCHD 15% (added for dividend purposes)
VXUS 15%
REITs 10% (custom portfolio with about 1o reits)
BND 10%
Please let me know what you think of this. Do I need SCHD/REITS? Allocation %? Thank you so much for all your videos!!!
Thanks Geoff. This is a nice portfolio. A quick question, why do you use FDN as opposed to DIA to track the Dow Jones? I'm a neophyte looking for good advice and you've been a good source. Thanks in advance!
Hey Geoff, quick question; With Visa accepting Crypto payments today, will that interfere with Paysafe's business model or is this a separate entity all together? Thx in advance.
Solid ETFs with reasonable expense ratios. I got into actively-managed ETFs only this year when there was a pullback. I recently got ARKG & ARKF as well as two of the Avantis ETFs (these guys defected from DFA & brought their secret sauce along with them). I'm curious what the Fidelity Bitcoin ETF will look like. I don't really understand anything about that digital cryptocurrency fuster cluck; I've always heard that we shouldn't invest in stuff we don't understand.
That's a good ETF selection, Geoff. I would skip S&P500 too. I only bought VOO last year as a place to put some tax loss harvested money. I've noticed the rotation from the growth (ARKK, MGK) to the value and small cap (VYM, VXF).
Disney is a strange one. I would call it "communications services". Their theme parks don't mean much now, and even their current films don't. Their streaming and extensive film library going back decades is where the value now is.
I bought Vanguard Energy VDE starting in late December and early January. Energy was just too cheap and with the likely reopenings coming up, it just had to work. I very rarely do any market timing and VDE is only about 1% of my liquid assets. I hope to keep it until at least Jan 2022 for long term gains tax treatment.
I haven't had any specific REIT fund investments for nearly 15 years. I had an oversized amount in the Vanguard REIT fund and I did well, but didn't think the lightning would strike twice for me. 🙂
Thank you Geoff , I think I more prefer IYC