ETF Portfolio Blueprint

U.S. ETF Portfolios

Three ducks swimming in a lake, representing a trifecta

The NEOS Investments Monthly High Income ETF Trifecta

This portfolio combines three options-based high income ETFs from NEOS investments, with exposure to the S&P 500, Nasdaq-100, and Russell 2000.

The Calamos Hedged Income ETF Portfolio

This ETF combines two alternative ETFs managed by Calamos Investments to deliver above-average income and better hedging compared to a traditional 60/40 allocation.

How to Create a Low-Cost, Tax-Efficient, and Inflation-Resistant Retirement Income ETF Portfolio

Build a retirement income portfolio with just four Vanguard ETFs that combines low fees, tax efficiency, inflation protection, and diversified cash flow for long-term retirement spending.

The Amplify Global Enhanced Dividend Income ETF Portfolio

This ETF combines two actively managed covered call strategies to deliver above-average monthly yield spanning U.S. and international stocks.

The BNY Mellon Zero Expense Ratio ETF Portfolio

Explore BNY Mellon’s zero expense ratio index ETFs, a passive no fee duo that undercuts even Vanguard and enables a low-cost portfolio.

The Swiss Safe Haven ETF Portfolio

This unorthodox combo of two country-specific ETFs could provide investors with a less volatile way to participate in equity market returns without using derivatives.

The Cockroach Portfolio: Active ETF Edition

This updated version of my personal investment strategy replaces the original passive index based mix with two actively managed ETFs.

A Tail-Risk Selling Income ETF Portfolio: High Yield, Rare but Brutal Drawdowns

This tail-risk income ETF portfolio can deliver a high monthly yield, but investors must accept the possibility of sudden, deep losses when extreme market events finally hit.

How To Build a Tax-Efficient Infrastructure Income Portfolio with ETFs

Here’s how U.S. investors can use listed infrastructure ETFs to build a diversified income sleeve in a brokerage or retirement account.

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Most Recent

I Bought a Structured Note So You Don’t Have To: Here’s Why I Still Prefer ETFs

After buying a seven-year principal-protected structured note through CIBC, I explain why I prefer the liquidity, transparency and flexibility of autocallable ETFs.

Two Long/Short ETF Macro Trade Ideas for Active Investors

Explore three hypothetical ETF long/short trades that use thematic and fixed-income funds to express macroeconomic views and capitalize on changing market conditions.

Hamilton Enhanced Canadian Covered Call ETF (HDIV) 5-Year Anniversary: A Look Back at a Flagship Monthly Income ETF

Sponsored by Hamilton ETFs: Five years after its launch, HDIV offers a case study in the development of leveraged covered call ETFs and the growth of monthly income strategies in Canada.

KORX: Meet Canada’s First Country-Specific South Korea ETF

Sponsored by Global X Canada, we examine Canada’s first country-specific South Korea equity ETF in the Global X Korea KOSPI 200 Index ETF (KORX) and its growth-focused investment case.

DRAM and ACHP: Canada’s First ETFs for Memory Chips and Asian Semiconductors

Sponsored by Global X Canada, we examine how DRAM and ACHP provide two different ways to access the memory and Asian semiconductor segments of the AI infrastructure buildout.

TD All-Equity ETF Portfolio (TEQT): Is It Better than XEQT and VEQT?

TD’s all-equity asset allocation ETF is cheaper and comes with some changes to its underlying holdings, but does it warrant switching from iShares or Vanguard?

Why I Personally Prefer Actively Managed Covered Call ETFs

Derivative income ETFs are one area where the SPIVA results may be less applicable.

Two Covered Call ETFs That Have Outperformed Their Index ETF Equivalents

Covered call ETFs usually sacrifice some total return for income, but these two have managed to outperform comparable index ETFs on a total return basis so far.

3 Ways to Keep Your Cash Safe and Earning Monthly Income with Canadian ETFs

While not risk-free, these cash-equivalent ETFs can provide a more flexible alternative to guaranteed investment certificates (GICs).

Peerless Option Income Wheel ETF (WEEL) Review

WEEL combines cash-secured put writing with traditional covered call selling, but is this income ETF worth the high expense ratio?