$USA Market ETF$ Below is a proposed approach to play the Election Theme. But if you follow Dalio's "All Weather" strategy, it is just a small adjustment of your ETF portfolio. However, if you ask me, that is the purpose of "All Weather" approach by Dalio 😁😁😁, no further or any adjustment. One key impact if either candidate win, is the rising USA national debt. Gold ETF can be adjusted up at the reduction of other ETF to handle the higher risk event of the ri...
I just bought some VDC$Vanguard Consumer Staples ETF (VDC.US)$, or Vanguard Consumer Staples. Biggest holdings: P&G, Coke, Walmart, Pepsi, Costco, and a few tobacco companies. I'm not sure if you consider consumer defensive 'value.' Also VCR$Vanguard Consumer Discretionary ETF (VCR.US)$, but it is a bit too growth dominant (e.g., Amazon, Tesla). It has stuff like Home Depot, Lowes, Nike$Nike (NKE.US)$, McDonalds, Target$Target (TGT.US)$. I think VDC is more recession proof, and VCR already overlaps with VTI.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data. U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data.
U.S. Crypto Concept Stocks U.S. Crypto Concept Stocks
Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
Vanguard Consumer Discretionary ETF Stock Discussion
Below is a proposed approach to play the Election Theme. But if you follow Dalio's "All Weather" strategy, it is just a small adjustment of your ETF portfolio.
However, if you ask me, that is the purpose of "All Weather" approach by Dalio 😁😁😁, no further or any adjustment.
One key impact if either candidate win, is the rising USA national debt. Gold ETF can be adjusted up at the reduction of other ETF to handle the higher risk event of the ri...
- Software/Tech $Vanguard Information Technology ETF (VGT.US)$
- Consumer Product $Vanguard Consumer Discretionary ETF (VCR.US)$
I base my portfolio allocation around these 3 sectors.
How do you think about allocation?
Also VCR $Vanguard Consumer Discretionary ETF (VCR.US)$ , but it is a bit too growth dominant (e.g., Amazon, Tesla). It has stuff like Home Depot, Lowes, Nike $Nike (NKE.US)$ , McDonalds, Target $Target (TGT.US)$ . I think VDC is more recession proof, and VCR already overlaps with VTI.
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