Investopedia Portfolios
Gerardo Robles
Nissim Sagal
Juan Carlos Gonzalez
Diego Ortega
Conservative Portfolio
10%
1 Microsoft Corp
MSFT 10% $9.793
25%
10%
2 Apple Inc.
AAPL 10% $9,955
AAPL
MSFT
3 Vanguard Total Bond Market ETF
BND 25% $25,017 BND
(BND) TLT
IGLB
4 iShares 10 Year Investment Grade
IGBL 25% $25,101 25%
Corporate Bond ETF
30%
5 iShares 20+ Year Treasury Bond
TLT 30% $30,026
ETF
Balanced Portfolio
1 Microsoft Corp
MSFT 20% $19,884 15% 15%
2 Apple Inc.
AAPL 15% $14,936
NVDA
TLT
3 Nvidia Corporation
BND 15% $15,291 20% IGLB
25% MSFT
AAPL
4 iShares 10 Year Investment Grade
IGBL 25% $25,106
Corporate Bond ETF
5 iShares 20+ Year Treasury Bond
TLT 25% $25,029
ETF 25%
Aggresive Portfolio
1 Microsoft Corp MSFT 25% $24,751
25%
31%
2 Apple Inc. AAPL 25% $25,055
BITO
TLT
3 ProShares Bitcoin Strategy ETF BITO 30% $30,762 BND
AAPL
MSFT
4 Vanguard Total Bond Market ETF BND 10% $9,976
10%
25%
iShares 20+ Year Treasury Bond
5 ETF
TLT 10% $10,000 10%
Portfolio Picks
Picks for each Asset Class
Stocks
Apple Inc. (APPL)
Microsoft Corp (MSFT)
Nvidia Corporation (NVDA)
Bonds
Vanguard Total Bond Market ETF (BND)
iShares 10 Year Investment Grade Corporate Bond ETF (IGBL)
iShares 20+ Year Treasury Bond ETF (TLT)
Bitcoin
ProShares Bitcoin Strategy ETF (BITO)
iShares 10 Year Investment Grade Corporate Bond ETF
IGBL
●
IGLB tracks a market-value weighted index of US
dollar-denominated, investment-grade corporate debt
with at least 10 years remaining in maturity.
iShares 20+ Year Treasury Bond ETF
TLT
TLT tracks a market-weighted index of debt issued by the
US Treasury with remaining maturities of 20 years or
more.
iShares 20+ Year Treasury Bond ETF
TLT
●
For the first time in 14 years, a fund like iShares 20+ Year Treasury Bond
ETF (TLT) pays. It boasts a 4.2% yield and has upside potential. As we
slide into a recession, TLT could be one of the few tickers climbing.
●
In 2008, TLT delivered a 28% total return for the year (including payouts).
Quite the contrast with the S&P 500, which dropped 38%.
●
If worried about a recession in 2023, TLT may be the play. Best to look
past the headlines—and consider the second-level strategy.
Vanguard Total Bond Market ETF
BND
Vanguard Total Bond Market ETF
BND
●
A popular low-cost, buy-and-hold fund for long-term investors is BND, which
offers broad exposure to the U.S. bond market. By tracking the Spliced
Bloomberg U.S. Aggregate Float Adjusted Index, BND provides access to
over 10,000 government, agency and investment-grade corporate bonds.
●
The ETF currently provides a weighted-average yield to maturity – or the
interest an investor earns when holding the bond until it matures – of 4.8%,
along with an intermediate average duration of 6.5 years.
●
Should interest rates rise by 1%, BND can be expected to lose 6.5% in value,
all else being equal. The opposite will occur if rates are cut. Bond price and
yield move inversely: When one goes up, the other goes down.
ProShares Bitcoin Strategy ETF
BITO
BITO actively manages a portfolio of front-month CME bitcoin futures.
ProShares Bitcoin Strategy ETF
BITO
●
The ProShares Bitcoin Strategy ETF (BITO) is the first Bitcoin
ETF approved to trade in U.S. markets. Upon its debut in October
2021, BITO became one of the most heavily traded ETFs in
market history, attracting around $1 billion in assets within a few
days.
●
BITO is an actively managed fund that aims to track the price of
Bitcoin as closely as possible by investing in BTC futures
contracts. It may also hold Treasury securities and cash.
