Skip to Content
scroll

Market Matters ETF Portfolio

Advanced Search

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

Ask a question

    The Latest Q&A

    Question asked

    Market Matters ETF Portfolio

    Hi James & Team Looking at your Core ETF portfolio - All your holdings are Active. If you had to choose one holding -which has the best risk/reward at the moment and in an area of the market that has momentum? regards Deb

    Answer

    Hi Deb,

    Good question, not “all cats” can be equal.

    The ETF portfolio is designed to be fully invested, where we upweight and downweight specific asset classes (via ETFs). We do have some tweaks coming around this portfolio following EOFY.

    • Over the coming months we like the Vanguard MSCI Index International Shares ETF (VGS) for an ongoing push to new highs in line with our bullish view towards stocks.
    • Into further weakness we would opt for the Global X Physical Gold (GOLD) ETF.
    • We think small caps can start to outperform.
    • We are likely to mildly increase risk towards fixed income by holding a higher proportion of corporate credit (bank bonds) vs government bonds.

    Short-term “Shawn’s Trade Ideas” is likely to look at some ETFs in the resources space on Monday.

    chart
    image description
    Vanguard MSCI Index International Shares ETF (VGS)
    image description

    Relevant suggested news and content from the site

    image description
    Northern Star (NST)
    image description
    Buy Hold Sell: The best and worst performers of FY25
    image description
    Monday 7th July – ASX -7pts, NST & ORG
    image description
    ASX200 Index
    image description
    FY26 Playbook: Finding Clarity in the Chaos
    image description
    Monday 7th July, US Closed, SPI Flat
    image description
    ASX200 Index
    image description
    Friday 4th July – Dow up +344pts, SPI up +27pts
    image description
    Major Movers Today
    image description
    Thursday 3rd July – ASX -42pts, PME, NWH, GLF
    Members only

    UNLOCK MARKET MATTERS NOW

    Take a free trial.

    No payment details required.

    Already a member? Click here to login
    Back to top