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Why ETFs Should Be a Core Part of Your Investment Strategy: A Look at My Portfolio

Investing wisely and creating a financial independence is a journey, and one of the most debated topics among both novice and seasoned investors is the choice between individual stocks and Exchange-Traded Funds (ETFs). While both investment vehicles have their merits, I want to share why I believe ETFs are a cornerstone of a robust investment strategy, and why I allocate approximately 80% of my portfolio to them.


The Case for ETFs


Diversification Made Easy

One of the most compelling reasons to favor ETFs is their ability to offer instant diversification. Unlike individual stocks, which can be volatile and carry specific risks, ETFs pool together a broad array of assets—ranging from stocks and bonds to commodities and real estate. This diversification helps mitigate risks, ensuring that the poor performance of a single asset doesn’t drastically affect your entire portfolio.


Cost-Effective and Efficient

ETFs generally have lower expense ratios compared to mutual funds and are more tax-efficient. They trade on major exchanges like stocks, allowing for intraday trading and reducing the costs associated with buying and selling. This efficiency is crucial for maintaining a healthy investment return over time, especially when you are looking to build long-term wealth.


Access to a Wide Range of Sectors and Markets

With ETFs, you can gain exposure to various sectors, geographic regions, and investment strategies with a single purchase. Whether you are interested in tech, healthcare, emerging markets, or sustainable investing, there’s likely an ETF tailored to your interests. This access is something that’s hard to replicate with individual stocks, where you might need to conduct extensive research and have a well-rounded portfolio to cover the same breadth of opportunities.


My Portfolio: 80% in ETFs

Having about 80% of my portfolio in ETFs has proven to be a strategic decision. It provides a balanced mix of growth, income, and safety. Over the past year, I’ve observed notable changes in the top holdings of these ETFs, reflecting the dynamic nature of the market and the continuous evolution of sector performance.


Shifts in Top Holdings

At the start of the year, technology ETFs were predominantly holding shares in tech giants like Apple, Microsoft, and Alphabet. However, if we look at the year 2000 the top 3 holdings were Procter & Gamble,AIG, and Johnson & Johnson. Therefore, we can see how dramatically things can change when it comes to the stock market.


Why I’m Sticking with ETFs


Risk Management

Investing in individual stocks can be thrilling, but it also comes with significant risks, especially if you lack the time or expertise to monitor each stock closely. ETFs, by contrast, allow me to manage risk effectively without sacrificing growth potential. They provide a buffer against the volatility of single stocks and ensure that my portfolio remains resilient even in turbulent markets.


Simplicity and Peace of Mind

Managing a portfolio with a high percentage of ETFs simplifies the investment process. Instead of constantly analyzing individual stock performance, I focus on broader market trends and the performance of the ETFs themselves. This approach not only saves time but also reduces stress, allowing me to stay focused on long-term goals.


Conclusion

While individual stocks have their place in the investment world, the advantages of ETFs—diversification, cost-effectiveness, and broad market access—make them an indispensable component of a sound investment strategy. By dedicating about 80% of my portfolio to ETFs, I have created a stable and dynamic investment foundation. As market trends continue to evolve, I look forward to adjusting my holdings and staying aligned with the most promising opportunities that ETFs have to offer.


Disclaimer: I am not a financial advisor, this blog is centered around my opinion and should not be viewed as legal, professional, or financial advice. For me, it's crucial to supplement my knowledge with resources like videos, articles, and books to deepen my understanding of investing principles and strategies.


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