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Upon request, I built an ETF portfolio. However, the focus was on income with low volatility.
I went with:
40% - Vanguard Dividend Appreciation ETF (
20% - iShares US Aggregate Bond ETF (
20% - SPDR S&P Dividend ETF (
10% - Vanguard Real Estate ETF (
10% - SPDR Gold Shares (
These are the results:
The All-Weather Dividend ETF Portfolio
A portfolio construction like this can be used to invest large sums of cash, due to the low-volatility aspect. Click here for a detailed analysis of the ETFs.
This was a fun read— I see the appeal of half the volatility of the market. And the tradeoff of 350 basis points of underperformance vs the market each year makes sense. More safety, less volatility, and a bit less returns. Perfect for some people.
Actually— probably perfect for more people than one would think. There’s a lot of people who found out in 2022 that they would have appreciated lower volatility overall.
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