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Market Matters ETF Portfolio

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

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Question asked 05/07/2025

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.

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Vanguard MSCI Index International Shares ETF (VGS)

LAST UPDATED 04/07/2025 14:34

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