ETF Portfolio Blueprint

U.S. ETF Portfolios

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.

The Anti-Debasement ETF Portfolio

This portfolio combines real estate, Bitcoin, gold, and infrastructure via ETFs to hedge against debasement.

The JPMorgan Hedged Income ETF Portfolio

This ETF combines two active ETFs managed by Hamilton Reiner at JPMorgan to deliver above-average income and better hedging compared to a traditional 60/40 allocation.

The iShares Real Estate Perma-Bull ETF Portfolio

This portfolio uses four iShares ETFs to bet big on different aspects of the real estate market.

The Global X Infrastructure Megatrend ETF Portfolio

This portfolio combines three Global X infrastructure-themed ETFs to provide modern exposure to tangible assets and inflation-linked cashflows.

The Roundhill Investments Daily Income ETF Portfolio

This portfolio combines a number of weekly-paying Roundhill covered call ETFs to deliver income Monday through Fridays, every week.

The iShares Global Natural Resources ETF Portfolio

Mining, forestry, oil & gas – this concentrated, industry-specific ETF portfolio has it all.

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Most Recent

Why I Dislike the iShares S&P/TSX Capped Energy Index ETF (XEG)

This Canadian energy ETF has sizable AUM and a long track record, but the index methodology is nonsensical and the fee is atrociously high. Here’s what I would personally invest in instead.

Vanguard Total World Stock ETF (VT) Review

I think a low-cost, globally diversified index ETF like VT perfectly captures the best aspects of John Bogle’s investment philosophy and legacy.

United States Oil Fund LP (USO): Read This Article Before Investing!

Supply-side shocks thanks to Strait of Hormuz’s closure has led to a violent spike in oil prices, but retail investors should exercise caution before buying ETFs like USO.

Canadian Investors: Avoid U.S. Market Concentration Risk with These Equal-Weighted ETFs

Market-cap weighted U.S. equity index ETFs are disproportionately concentrated in a handful of mega-cap tech stocks. These two equal-weight ETFs can be an appealing alternative for Canadian investors.

A Look at BMO’s New Low-Fee Canadian Dividend Index ETF

“Better late than never” describes BMO’s recent ETF launch perfectly. Here’s my breakdown.

U.S. / Israel – Iran War: Which ETFs Should Investors Watch?

Here are the tickers on my radar as tensions in the Middle East continue to escalate.

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.

The World War 3 Hedged Canadian ETF Portfolio

Here’s an ETF combo I think could do well if all hell broke loose, assuming you aren’t drafted.

Alpha Architects Tail Risk ETF (CAOS) Review

CAOS promises “positive, asymmetric returns during fast market crashes” and “positive, uncorrelated returns in normal markets.” Does it live up to the hype?

The Best Tax Efficient Bond ETFs for Canadian Investors

Looking to lower risk in a non-registered investment account? These two bond ETFs can be more tax efficient than their peers.