Prime ETF: Simplifying Investing for Busy Professionals - Portfolio Updates

Hello Investors,

Welcome to the Prime ETF newsletter!

I'm excited to share updates on our portfolio's performance and holdings.

What is Prime ETF?

Prime ETF is designed to make investing easier for busy professionals. Our goal is to achieve returns similar to the S&P 500 while minimizing losses during bear markets. This strategy aims to outperform the traditional 60/40 portfolio by offering a balanced and diversified selection of exchange-traded funds (ETFs). Whether you’re a beginner or a professional fund manager, anyone with a fund size of $5,000 to several million dollars can confidently use this semi-active investing strategy.

Efficiency at Its Best

Managing this portfolio takes just 5 to 10 minutes a month, making it perfect for those with tight schedules.

Sector Performance

Year-to-Date:

All sectors are in the green, signaling a bull market. Investing in these sectors or the S&P 500 has yielded good returns. As a trend-follower, we currently hold three ETFs in our portfolio.

1-Month Performance

• Consumer Discretionary Sector: Up 6%, compared to the S&P 500's 3%.
• Real Estate Sector: Up 4%, showing potential for sector rotation during this bull market.

Prime ETF Performance

For the month, Prime ETFs have returned 2.5%, slightly below the S&P 500’s 2.9%. This is expected during a bull market.

Looking Ahead: Next Edition

Our next newsletter will be published after rebalancing in the last week of July. Stay tuned for updates and enjoy your investing journey! We will rebalance the portfolio as needed and provide monthly updates. Additionally, I may make trades to generate Alpha while managing Prime ETF.

In Case You Missed It: Highlights from the Last Two Weeks

I've shared some exciting updates and useful tips recently. Catch up on them here:

1. Launch of Prime ETF: Learn about the official launch of Prime ETF. Read more
2. Getting Started with Investing: Find out which apps or brokerage accounts are best for beginners and how to start investing. Read more
3. Understanding Fees and Expense Ratios: Discover why fees and expense ratios matter when choosing an ETF or fund. Read more

Don't miss out on more updates and insights. Join the waitlist for Prime ETF here.

Important Disclaimer

• This is not a stock/ETF buy/sell recommendation.
• I am not a financial expert.
• For educational purposes only.
• Invest at your own risk.

Following this portfolio may lead to a full capital loss. Always consult a certified financial advisor before making investment decisions.

Conclusion

In investing, the real value lies not in complex patterns but in the stories and trends behind stocks and ETFs. Avoid overanalyzing and focus on the narratives and trends where real opportunities exist.

These views are my own and do not represent my firm's. I welcome your feedback and corrections.

I look forward to sharing this journey with you!

Stay tuned for more updates, and let’s embark on this journey of prudent investing together!

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