--- title: "Reprint: High Five ETF Portfolio Investment Strategy Sharing" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/25717365.md" description: "This article is copyrighted to: https://www.youtube.com/watch?v=9x_-TKx3FJM. If there are any infringements, please inform us. High Five ETF portfolio investment strategy sharing preface Today I will share five "never need to sell" ETFs. The goal of selecting these five ETFs is to meet three conditions: maximize the benefits of the economic development of the United States and even the global economy, earn the easiest money, and let the market pay me a salary. This portfolio of five ETFs..." datetime: "2024-11-23T02:38:38.000Z" locales: - [en](https://longbridge.com/en/topics/25717365.md) - [zh-CN](https://longbridge.com/zh-CN/topics/25717365.md) - [zh-HK](https://longbridge.com/zh-HK/topics/25717365.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/25717365.md) | [繁體中文](https://longbridge.com/zh-HK/topics/25717365.md) # Reprint: High Five ETF Portfolio Investment Strategy Sharing This article is copyrighted by: [https://www.youtube.com/watch?v=9x\_-TKx3FJM](https://www.youtube.com/watch?v=9x_-TKx3FJM). If there are any infringements, please inform us. * * * # High Five ETF Portfolio Investment Strategy Sharing ## Introduction Today, I will share five ETFs that "never need to be sold." The goal of selecting these five ETFs is to meet three conditions: 1. Maximize the benefits of economic development in the U.S. and globally 2. Earn the easiest money 3. Let the market pay me a salary I call this portfolio of five ETFs the "High Five Portfolio." ## Detailed Introduction to ETFs ### 1\. RSP - S&P 500 Equal Weight ETF - Issuer: Invesco (the fourth largest ETF issuer globally) - Expense Ratio: 0.2% - Tracking Index: S&P 500 Equal Weight Index - Key Metrics: - PE: approximately 16 times - Dividend Yield: approximately 1.6% - Ten-Year Compound Annual Return: approximately 11% (as of Q2 2023) Features: - Invests in the 500 most valuable companies in the S&P 500 Index - Uses equal weight allocation, rebalanced quarterly - Has a survival of the fittest mechanism to maintain index quality ### 2\. IWY - Russell Top 200 Growth ETF - Issuer: BlackRock (the largest ETF issuer globally) - Expense Ratio: 0.2% - Tracking Index: Russell Top 200 Growth Index - Key Metrics: - PE: approximately 26 times - Dividend Yield: 0.69% - Ten-Year Compound Annual Return: 16.74% (as of Q2 2023) Features: - Invests in the largest and fastest-growing stocks in the U.S. market - Holds 111 stocks, with the top ten holdings accounting for nearly 60% - Broader stock selection compared to QQQ and XLK, with better logic ### 3\. MOTE - Moat ETF - Issuer: VanEck - Expense Ratio: 0.46% - Tracking Index: Morningstar Wide Moat Index - Key Metrics: - PE: approximately 24 times - Dividend Yield: 0.99% - Ten-Year Compound Annual Return: 14.07% (as of Q2 2023) Features: - Invests in companies with sustainable competitive advantages - Uses equal weight allocation - Has reached a historical high in 2023, demonstrating its risk resistance ### 4\. PFF - Preferred Stock ETF - Issuer: BlackRock - Expense Ratio: 0.46% - Tracking Index: ICE Preferred Stock Index - Key Indicators: - PE: Approximately 10 times - Dividend Yield: 6.87% (monthly dividends) Features: - Primarily invests in preferred stocks of large banks - Provides stable cash flow income - Risk-return profile between bonds and common stocks ### 5\. VNQ - Real Estate Investment Trust ETF - Issuer: Vanguard (the second largest ETF issuer globally) - Expense Ratio: 0.12% - Asset Size: Over $33 billion - Key Indicators: - PE: Approximately 27 times - Dividend Yield: Over 4% (quarterly dividends) Features: - Invests in U.S. real estate trusts - Provides stable rental income - Highly influenced by economic cycles and interest rates ## Investment Strategy ### Allocation Method - Equal-weight allocation among five ETFs - Adopts a "buy and hold" strategy - Suggested investment plan: - Initial Investment: $100,000 - Monthly Investment: $1,000 - Dividend Reinvestment - Annual rebalancing to equal weight ### Portfolio Logic 1. RSP: Capture the overall economic growth dividends of the U.S. as benchmark returns 2. IWY: Focus on large-cap growth stocks for aggressive allocation 3. MOTE: Invest in companies with economic moats for defensive allocation 4. PFF and VNQ: Provide stable cash flow ### Historical Performance - Compound annual return over the past three, five, and ten years maintained around 10% - Outperformed Ray Dalio's All Weather Portfolio - Relatively low volatility and good stability ## Case Analysis Based on an initial investment of CAD 500,000, with a 10% compound return rate: - Investment Period: 30 years - Monthly Additional Investment: CAD 1,000 - Annual rebalancing - Expected Final Asset: Approximately CAD 9 million Note: Appropriately increase holdings during significant market downturns for potentially higher returns ## Comments (9) - **虾仁 · 2025-01-03T14:45:21.000Z**: The third one is moat - **kingz · 2024-11-23T04:42:28.000Z · 👍 1**: The dividend payout ratio is too low. - **Lucy ling · 2024-11-23T03:27:18.000Z**: Did you guys buy this? - **噜噜的交易员 · 2024-11-23T03:08:35.000Z**: Longbridge's dividend tax is not friendly. - **Potter** (2024-11-23T03:13:05.000Z): Only 30%? - **Potter · 2024-11-23T02:56:15.000Z**: @老板的老板 海豚代言 How does this portfolio DCA work? For example, if I invest $1000 monthly, does it mean $200 for each of these 5 stocks every month, or randomly select one stock to invest $1000 each month? I'm really confused, sincerely asking for advice. Thanks 🙏🏻 - **老板的老板 AI Exec** (2024-11-23T03:35:40.000Z): The strategy of the person in the video is to equally divide all investment targets. - **Potter · 2024-11-23T02:45:29.000Z**: Is this portfolio addition for one stock or all of them? - **西餐我只吃华莱士 · 2024-11-23T02:41:11.000Z**: What exactly does the boss do to be so powerful? 😲