VT - My Defensive Equity Portfolio Is Ready For A Good Or Bad 2024

2024-02-10 03:06:40 ET

Summary

• Investors are tense about the market's all-time highs and want to exercise caution, but still stay in the market.
• The recommended portfolio for defensive equity is built with six ETFs spanning global equities and factor investing.
• The portfolio takes a "core-satellite" approach, with satellite holdings complimenting the core equity exposure.
• Key satellite positions introduce safety through diversity and heavy screening of underlying holdings to weed out underperformers.

Introduction

There is a tangible tension in the air since the S&P 500 hit a new all-time recently. We have reached another inflection point in the markets and where we go from here is uncertain.

With headlines overwhelmingly expressing doubt for a continued rally, it is understandable that many investors would be cautiously optimistic about markets. There is still great fear of a pullback, but missing out on another potential rally could leave investors falling behind trying to time this one....

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