Introducing "The Pinnacle Picks" ETF Portfolio - For Busy Investors
Sriram Balasubramanian (Sriram Balu)
Head of Sales & Strategy - Maritime | Building "ONE" | Building "Prime ETF"
Hello LinkedIn,
As we navigated through a volatile April 2024 in the markets, I've received multiple requests for a simpler investment solution. Today, I'm excited to introduce "The Pinnacle Picks" - an ETF portfolio designed for those busy professionals who, like myself, aim to build wealth with a focus on lower volatility investments when compared to the stocks.
Why ETFs? ETFs generally offer a safer investment avenue compared to individual stocks, thanks to their diversified nature. This makes them an ideal choice for those looking to invest without the need to constantly monitor market fluctuations.
Portfolio Strategy and Benchmarking: "The Pinnacle Picks" will be benchmarked against prominent indices such as the S&P 500 (SPY), QQQ, and the Vanguard 60/40 portfolio (VGSTX). This will help us track our performance against both equity and balanced market portfolios.
May 2024 Portfolio Allocation: With an initial investment capital of $50,000 (example), here’s how the funds are allocated:
Portfolio Updates and Management: The portfolio will be rebalanced as necessary, and I plan to provide monthly updates, schedules permitting. I may also make some trades to attempt generating Alpha alongside managing "The Pinnacle Picks."
Remember, patience and focus are key in navigating the investment landscape, especially amidst the dynamic and often unpredictable market conditions driven by global geopolitical events.
The Goal isn't to be Rich.
The Goal is to have complete ownership over our time!
Money is just a tool used to get there.
Important Disclaimer:
?? Not a stock buy/sell recommendation
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?? I am not an expert
?? Only for education purposes
?? Invest at your own Risk
Following this portfolio is at your own risk and may lead to a full loss of capital.
It's crucial to understand that my personal financial circumstances might differ greatly from yours.
Therefore, consulting with a registered or certified financial advisor before making any investment decisions is strongly recommended.
Stay tuned for updates, and let's embark on this journey of prudent investing together!
?? In Conclusion ??
In the world of stocks, what matters most is not the maze of patterns but the engaging story behind a stock or an ETF and the trends it follows. Avoid analysis paralysis and follow the narratives or trends – this is where the real opportunities lie.
The views expressed in this article are of the author and do not represent the firm's views.
Once more, in keeping with my usual practice, I acknowledge the possibility of errors in my observations and leave room for constructive feedback and correction in my thinking.
I'm keen to hear your thoughts!
Looking forward to sharing this journey with you!
#Investing #ETFs #MarketUpdate #ThePinnaclePicks
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