ZZZZakk wrote a post · Sep 4, 2024 11:38

My top 3 ETF portfolio for beginners!✨

This post has been a big hit with many people! Therefore, I believe it is well-suited for sharing.🌟💖

Some of my friends and mooers still told me that they are new to the stock market and don't know where to start.

If you're in the same boat, the 3 ETF portfolio is perfect for you!
🔹Simplify your investment strategy with ETFs and invest in a basket of excellent companies without the complexities of traditional stock picking.
🔹Achieve your financial goals while freeing up time to enjoy other aspects of your life.
🔹Say goodbye to the stress and guesswork of stock-picking and enjoy the ease and hassle-free experience of investing in top companies with ETFs.

Before we dive in, remember these key points:
🔹Keep it simple: it's hard to keep track of too many ETFs at once.
🔹Define your goals: your investment strategy should be based on your personal goals and motivations.
🔹Stay the course: don't let market fluctuations or news headlines sway your long-term investment plans.

⭐ Here is the key to this post: the formula of 3 ETF portfolio⭐
❤️ 3 ETF Portfolio = 1 Foundation ETF + 1 Solid dividend ETF + 1 Growth ETF
❤️ 3 ETF Portfolio Allocation= 60% Foundation ETF + 20% Solid dividend ETF + 20% Growth ETF
Pretty simple,right!

🟢 Foundation ETF = Safety & consistency
- These ETFs have weathered economic storms and consistently delivered positive returns over the long term.
- Index ETFs such as $Invesco QQQ Trust (QQQ.US)$ and $SPDR S&P 500 ETF (SPY.US)$ are great examples of Foundation ETF.
- If you could only get one ETF, then get the one that is a Foundation ETF.

Currently, with the pullback in U.S. equities, consider these potential investment assets.
Allocate US Treasury Bond ETFs or Defensive Stock ETFs: US Treasury Bonds TLT/TMF, Utilities Industry XLU/VPU, Consumer Staples Industry XLP/VDC $iShares 20+ Year Treasury Bond ETF (TLT.US)$
Healthcare Industry: XLV/VHT $The Health Care Select Sector SPDR® Fund (XLV.US)$
Global Defensive Stock ETFs: KXI, JXI $Ishares Trust Global Consumer Staples Etf (KXI.US)$
Volatility Trading: Bet on the upside of VIX to hedge against market volatility, such as purchasing VIX-related ETFs (VIXY, UVXY, UVIX, and VXX) or VIX call options $CBOE Volatility S&P 500 Index (.VIX.US)$
Inverse ETFs: For NVIDIA, the semiconductor sector, and the Nasdaq in the US stock market, there are inverse and leveraged inverse ETFs of different multiples, including: NVDU, SOXS, SQQQ, etc.
$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ $Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ $ProShares UltraPro Short QQQ ETF (SQQQ.US)$

🟢 Solid dividend ETF = Optimal Safety & Optimal cash flow
- These ETFs provide stable returns and have shown consistent dividend growth over the last 10 years.
- Examples of a Solid dividend ETF:
$Vanguard High Dividend Yield ETF (VYM.US)$
$Schwab US Dividend Equity ETF (SCHD.US)$

🟢 Growth ETF = Highest reward & Highest risk
- These ETFs focus on technologically advanced companies with high growth potential at their core. Instead of investing in smaller and unproven international companies, these Large Cap ETFs offer better prospects for wealth accumulation. 💰 Invest in ETFs with companies that proven track records can maximize your returns.
- ETFs like $Vanguard Growth ETF (VUG.US)$, $Schwab Strategic Tr Us Large-Cap Growth Etf (SCHG.US)$, $Invesco NASDAQ 100 ETF (QQQM.US)$, and $Vanguard Mega Cap Growth ETF (MGK.US)$ hold promising companies such as Microsoft, Apple, Amazon, and Tesla.

For risk-takers, leverage growth ETFs may be an option, but they come with higher risks. Make sure to research thoroughly and choose your investment strategy wisely to achieve your financial goals.

🟢 To search for ETFs, you can use this ETF section in moo. It categorizes ETFs into different sectors and themes.

🟢 When it comes to portfolio allocation, it's important to customize your strategy based on your unique circumstances and goals📃. While I personally allocate one-third to each category or 60%/20%/20%, your allocation may differ based on factors such as age, risk tolerance, and financial objectives. Let us know your allocation strategy in the comments below! 💬

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