My 10-ETF Approach: A Timely Update In 2 Forms - Permanent Portfolio And Tactical Portfolio
The article outlines a 10-ETF investment strategy split into two versions: a 'permanent portfolio' for long-term, risk-managed investing and a 'tactical portfolio' for active market adaptation. The author compares the trade-offs between passive core holdings and dynamic tactical shifts, using real market examples. It emphasizes portfolio management over individual stock picking as the key to long-term investing success. The approach is based on distilling over 4,000 ETFs into a focused, actionable framework.
- ▪The 10-ETF strategy is divided into a permanent portfolio for long-term stability and a tactical portfolio for active market response.
- ▪The author manages both portfolios personally and uses real-time market conditions to inform decisions.
- ▪The permanent portfolio focuses on core diversification and risk management, while the tactical version allows for timely adjustments.
- ▪The author has a long position in SPY and owns all 10 ETFs featured in the strategy.
- ▪This analysis was first shared with members of the author’s private investing community, Sungarden Investors Club.
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