Dear copiers and followers:
I just invested my monthly savings. I added to our $VTV and $SHY positions, taking our equity exposure up to 54% from 52% at the end of September. This further tilts our portfolio into "Value" territory. As the sector allocation chart below shows, while tech $QQQ... 顯示更多 翻譯
A Note on $VTIP
Our holding, VTIP, is going ex-dividend today. We have a bumper payout of $0.9044/share this quarter, equating to an eyewatering annualised rate of 7.6%. The ETF is down by $0.71 (1.48%) but that is partially reflects the ex-dividend of $0.90/share, so on a normal day it would be up... 顯示更多 翻譯
Portfolio returns for 2022 Week 39= -24.95% YTD✔️ Realised profits /This month 0.04%✔️ YTD 0.76%✔️ Past one year 3.26%✔️
$MRK (Merck & Co.)$XLV$VTIP$XLI$DOX (Amdocs Ltd)
FUNDAMENTALS
An undervalued Portfolio which also pays a dividend. 3.57%... 顯示更多 翻譯
⭐ All-weather actively managed ETF portfolio ⭐
Hello investors,
The portfolio remains in risk-off mode.
As mentioned in my previous post and given the current environment, both my ETF strategies are "risk-off" to protect capital and minimize drawdown. Currently 30% invested in lower risk... 顯示更多 翻譯
Portfolio returns for 2022 Week 38= -23.63% YTD✔️ Realised profits /This month 0.04%✔️ YTD 0.77%✔️ Past one year 3.32%✔️
$XLU$XLV$XLP$MRK (Merck & Co.) (Merck & Co.) $VTIP
FUNDAMENTALS
An undervalued Portfolio which also pays a dividend. 3.50%... 顯示更多 翻譯
