ETFscreener @ETFscreener: "Current portfolio metrics (27 Jan..."

United Arab Emirates

Current portfolio metrics (27 Jan 2024): 𝘽𝙚𝙩𝙖 𝙫𝙨 𝙎𝙋𝟱𝟬𝟬: 0.75 𝙋/𝙀 𝙧𝙖𝙩𝙞𝙤 (𝘾𝙔): 17.8 𝙀𝙭𝙥𝙚𝙣𝙨𝙚 𝙍𝙖𝙩𝙞𝙤: 0.25% 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙮𝙞𝙚𝙡𝙙 (𝘾𝙔): 1.55% Current sector/asset allocation: 𝙃𝙚𝙖𝙡𝙩𝙝𝙘𝙖𝙧𝙚 20% $IXJ long-term favorite, mega trend, low Beta) 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙖𝙡 7% $XLI $IGF (Slightly overweighting , expected to benefit from international infrastructure required spending/investing) 𝘽𝙖𝙨𝙞𝙘 𝙈𝙖𝙩𝙚𝙧𝙞𝙖𝙡𝙨 4% $XLB (Slightly overweighting , expected to benefit from future structural higher inflation) 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 5% $REET (Overweighting for now, undervalued, with good dividends yield) 𝙏𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 2% $KWEB (Underweighting , overvalued, specially in the US) 𝙐𝙩𝙞𝙡𝙞𝙩𝙞𝙚𝙨 5% $XLU (Overweighting , low Beta, low volatility, should benefit from decrease in interest rates) 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 0% $VOX (Underweighting , overvalued) 𝘾𝙡𝙚𝙖𝙣 𝙚𝙣𝙚𝙧𝙜𝙮 6% $TAN $LIT $URA (High growth protentional) 𝙀𝙣𝙚𝙧𝙜𝙮 9% $IXC $XOP (Overweighting , very high dividends yield, extremely undervalued) 𝙂𝙤𝙡𝙙 12% $GLDM $GDX , 𝙎𝙞𝙡𝙫𝙚𝙧 2%% $SLV (𝙃𝙚𝙙𝙜𝙚) 𝘾𝙖𝙨𝙝 28% (Will redeploy to certain sectors once they are having better valuations) (𝙄 𝙥𝙧𝙚𝙛𝙚𝙧 𝙩𝙤 𝙨𝙩𝙖𝙮 𝟭𝟬𝟬% 𝙞𝙣𝙫𝙚𝙨𝙩𝙚𝙙 "𝙢𝙤𝙨𝙩" 𝙤𝙛 𝙩𝙝𝙚 𝙩𝙞𝙢𝙚𝙨, 𝙣𝙤𝙣𝙚𝙩𝙝𝙚𝙡𝙚𝙨𝙨, 𝙧𝙞𝙨𝙠 𝙨𝙘𝙤𝙧𝙚 𝙞𝙨 𝙤𝙣𝙡𝙮 𝟰, 𝙬𝙝𝙞𝙘𝙝 𝙞𝙨 𝙩𝙝𝙚 𝙥𝙤𝙬𝙚𝙧 𝙤𝙛 𝙙𝙞𝙫𝙚𝙧𝙨𝙞𝙩𝙮) Financials, Consumer Cyclical, Consumer Non-Cyclical 0% Note: I will be rebalancing the portfolio from time to time, to realign it to my desired sector allocation