ShieldCapital @ShieldCapital: "👓 𝟮𝟬𝟮𝟰 𝙐𝙥𝙙𝙖𝙩𝙚! 📈 With our..."

United Kingdom

👓 𝟮𝟬𝟮𝟰 𝙐𝙥𝙙𝙖𝙩𝙚! 📈 With our current allocation of roughly 30% stocks, and the rest of our portfolio diversified across infrastructure, bonds and cash, we pleasingly outperform similar conservative ETFs such as $AOK which also has 30% stocks/70% bonds, over the last two years, where we drew down less and have begun to outperform on the upside. Whilst it’s been a tough period for bonds, today was a reminder of the importance of the asset class e.g. $IEF out performing $VOO today, with US Q1 GDP growth figures revised down to 1.3% from 1.6%. --- 🎯 If you are looking for a more defensive strategy or portfolio insurance to sit alongside your riskier holdings, such as $BTC or $ARKK please have a look at my strategy. My strategy is 𝙪𝙣𝙘𝙤𝙧𝙧𝙚𝙡𝙖𝙩𝙚𝙙 to cryptocurrencies as well as more volatile equities and 𝙡𝙞𝙢𝙞𝙩𝙨 those large 𝙙𝙧𝙖𝙬𝙙𝙤𝙬𝙣𝙨 as proven particularly in 2022 and Q3 2023.

5 Mentioned

AOK

iShares Core Conservative Allocation ETF

IEF

iShares 7-10 Year Treasury Bond ETF

VOO

Vanguard S&P 500 ETF

BTC

Bitcoin

ARKK

ARK Innovation ETF