ETFscreener @ETFscreener: "Current portfolio metrics (31 Aug..."

United Arab Emirates

Current portfolio metrics (31 Aug 2024): 𝘽𝙚𝙩𝙖 𝙫𝙨 𝙎𝙋𝟱𝟬𝟬: 0.69 𝙋/𝙀 𝙧𝙖𝙩𝙞𝙤 (𝘾𝙔): 19.1 𝙀𝙭𝙥𝙚𝙣𝙨𝙚 𝙍𝙖𝙩𝙞𝙤: 0.35% 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙮𝙞𝙚𝙡𝙙 (𝘾𝙔): 2.1% Current sector/asset allocation: 𝙃𝙚𝙖𝙡𝙩𝙝𝙘𝙖𝙧𝙚 22% $IXJ long-term favorite, mega trend, lower Beta, Global exposer) 𝙎𝙩𝙤𝙧𝙚 𝙤𝙛 𝙫𝙖𝙡𝙪𝙚 (18%) ,11% $GLDM 3% $GDX , 3% $SLV, 2% $IBIT (𝙃𝙚𝙙𝙜𝙚 𝙐𝙎𝘿 𝙙𝙚𝙗𝙖𝙨𝙚𝙢𝙚𝙣𝙩) 𝙀𝙣𝙚𝙧𝙜𝙮 12% $IXC $XOP (Overweighting , high dividends yield, undervalued/low PE) 𝙏𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 12% $FTEC $CIBR $KWEB $CQQQ (Overweighting China tech, and taking exposure US tech to certain segments while avoiding concentration in big-tech) 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙖𝙡 10% $XLI $IGF $PAVE (Overweighting , expected to benefit from international infrastructure required spending/investing) 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 8% $REET $VNQI (Undervalued, with good dividends yield, should benefit from decrease in interest rates) 𝙈𝙖𝙩𝙚𝙧𝙞𝙖𝙡𝙨 5% $XLB $REMX $COPX (Slightly overweighting , expected to benefit from future structural higher inflation) 𝘾𝙡𝙚𝙖𝙣 𝙚𝙣𝙚𝙧𝙜𝙮 4% $KRBN $LIT $URA (High growth protentional). 𝙐𝙩𝙞𝙡𝙞𝙩𝙞𝙚𝙨 5% $XLU (Overweighting , long term holding, low Beta, low volatility, should benefit from decrease in interest rates) 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 3% $VOX (slightly underweight) 𝘾𝙖𝙨𝙝 0% (𝙄 𝙥𝙧𝙚𝙛𝙚𝙧 𝙩𝙤 𝙨𝙩𝙖𝙮 𝟭𝟬𝟬% 𝙞𝙣𝙫𝙚𝙨𝙩𝙚𝙙 "𝙢𝙤𝙨𝙩" 𝙤𝙛 𝙩𝙝𝙚 𝙩𝙞𝙢𝙚𝙨, 𝙣𝙤𝙣𝙚𝙩𝙝𝙚𝙡𝙚𝙨𝙨, 𝙧𝙞𝙨𝙠 𝙨𝙘𝙤𝙧𝙚 𝙞𝙨 𝙤𝙣𝙡𝙮 𝟯-𝟰, 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