Take A Look; Our Basket Of 7 ETFs Have Outpaced The Nasdaq By A 3-To-1 Margin YTD
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Introduction
Below are how the constituents in my personal portfolio of ETFs have performed MTD, in descending order, and YTD, along with a description of the focus of each constituent, its assets under management (AUM), management expense ratio (MER), dividend yield, if any, and the number of holdings in each.
My Personal Portfolio Of ETFs
- Sprott Junior Gold Miners (SGDJ): UP 7.8% MTD; UP 132.8% YTD excluding dividends
- Focus: tracks an equity index of small-cap (avg. mkt. cap. of $2B) gold mining firms that are weighted by price momentum for gold explorers and by revenue growth for gold developers.
- AUM: $295M
- MER: 0.5%
- Dividend Yield: 2.8%
- # Holdings: 34
- VanEck Semiconductor (SMH): UP 5.0% MTD; UP 41.6% YTD excluding dividends
- Focus: based on a market-cap-weighted index of 25 of the largest U.S.-listed semiconductors companies.
- AUM: $33.8B
- MER: 0.35%
- Dividend Yield: 0.31%
- # Holdings: 25
- iShares MSCI Global Silver & Metal Miners (SLVP): UP 4.7% MTD; UP 148.4% YTD excluding dividends
- Focus: a market-cap-weighted index of global companies (avg. mkt. cap. of $60B) that earn the majority of their revenues from silver mining
- AUM: $635M
- MER: 0.39%
- Dividend Yield: 0.44%
- # Holdings: 41
- VanEck Social Sentiment (BUZZ): UP 3.8% MTD; UP 50.2% YTD excluding dividends
- Focus: holds 75 U.S.-listed firms with the most positive investor sentiment online
- AUM: $151M
- MER: 0.76%
- Dividend Yield: 0.33%
- # Holdings: 75
- VanEck Gold Miners (GDX): UP 3.0% MTD; UP 132.2% YTD excluding dividends
- Focus: a market-cap-weighted index of global gold-mining firms (avg. mkt. cap. of $58B)
- AUM: $23.0B
- MER: 0.51%
- Dividend Yield: 0.5%
- # Holdings: 65
- Global X AI & Technology (AIQ): UP 2.2% MTD; UP 30.7% YTD excluding dividends
- Focus: tracks a market-cap-weighted index of developed-market equities involved in artificial intelligence & big data.
- AUM: $6.5B
- MER: 0.68%
- Dividend Yield: 0.12%
- # Holdings: 92
- Roundhill Magnificent Seven (MAGS): DOWN 0.8% MTD; UP 18.2% YTD
- Focus: an actively managed fund offering exposure to the 7 largest and most liquid leading technology stocks
- AUM: $3.4B
- MER: 0.29%
- Dividend Yield: Nil
- # Holdings: 7
Summary:
My Personal Select ETF Portfolio is UP 4.2% MTD and UP 54.8%, YTD, while the Nasdaq, in comparison, is only UP 0.59% MTD, and only UP 15.6% YTD conveying that my select portfolio of ETFs has outperformed the Nasdaq 3.5-to-1.
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Take Note
My personal portfolio is personal to me and only me. It takes into account my age, my financial situation, my risk appetite, my investment experience, my citizenship, my ...
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