저자: AustinBouley · 외국인
요약 보기
Ray Dalio의 올웨더 포트폴리오를 소개하는 영상이다. 결론: 시장 상황에 관계없이 버틸 수 있는 올웨더 포트폴리오를 구성하자는 취지의 설명이다. Dalio 포트폴리오는 전부 ETF로 구성되며 분산 투자와 유동성을 중시한다. 최대 비중은 SPY(S&P500 ETF) 18.4%다. 상위 보유 ETF: SPY(S&P500), VWO(신흥국 지수), IEMG(신흥국 지수), IVV(S&P500 우량주), LQD(투자등급 회사채), TLT(20년 이상 미국채), GLD(금 ETF, 약 5%). SPY는 연평균 약 9.8% 수익률과 소액 배당을 제공해 추천된다고 언급되었다. VWO·IEMG는 신흥국 분산으로 위험을 낮추면서 배당을 주는 것으로 소개되었다. LQD는 연방채 다음으로 안전한 투자등급 회사채이며 꾸준한 배당을 준다고 설명되었다. TLT는 장기 국채로 리스크가 낮고 배당이 작지만 꾸준하다고 설명되었다. GLD는 불황·약세장에서 금 가격이 급등하는 경향이 있어 주식 손실을 상쇄한다고 설명되었다(2007~2009 금 ETF 약 65→91~100달러 사례 언급). 출연자 전망: 이 포트폴리오로 시장을 항상 이기지는 못하지만 약세장과 경기침체에 대비할 수 있다는 입장이다. 리스크: 영상은 ETF 배당·수익률을 과거 수치로 설명하며 미래 수익을 보장하지 않는다. 신흥국 비중의 변동성과 금의 단기 가격 변동성에 대한 명시적 경고는 없다. 영상 자체는 특정 종목의 1~3개월 가격 방향을 예측하지 않는다.
다듬은 글
Ray Dahlia was one of the greatest investors under Warren Buffett his investment firmer bridgewater resulted in a fourteen point six return in 2018 however what he's really known for is not the billions of dollars that he manages but it's all whether portfolio his portfolio that lasts through all market conditions such as bear markets recessions bull markets consolidation it lasts through it all so let me show you exactly what is inside his portfolio so that your portfolio can also become an all-weather portfolio this is exactly what he's holding in his portfolio his top holding of 18.4% is SBY the sp500 ETF what he has here is a lot of diversification he has long term bonds mid term bonds short term bonds gold and a bunch of different ETFs as you can see here his portfolio is made up entirely of ETS what does that mean it means he likes the diversification he likes to be able to invest in a single product that is liquid but also get that diversification factor that ETFs offer so that's another reason why I promote ETS because investors like Ray Dalio loves ETFs as well now let's deep dive into each specific ETF that is holding real quick the first stock he's holding here is SP Y which is the SP 500 ETF now this is a great hold for everyone I recommend this to anyone why because the average annual return for it is nine point eight percent and it offers a small dividend you have the best of both worlds with capital appreciation and dividends this is this ETF tracks the market so it is diversify between 500 and 2 stocks and it just generates a good return a year over year all right let's get into the next one his second top holding is V W o or the emerging markets index fund now what this is is it just tracks the average basket of a bunch of different emerging markets this means that he gets to invest in emerging markets without being heavily risk because he is diversified in a basket of holdings so as you can see here the sock does offer a dividend or this ETF does offer a dividend and it usually holds it's a value well there's nothing too keen on showing that it increases in value a lot but it doesn't necessarily decrease over time so you have price stability and you have that dividend his third top holding is another emerging markets ETF ie mg this side has the same same exact thing as VW o where the stock appreciation quite isn't there we're kind of hovering around the same pivot up $50.00 but we do have that nice dip dividend it's very consistent and diversified let's get into his next set this is his fourth top holding ivv which is another form of SP why this is basically the S&P 500 index of the top stocks so what do we see here well from his top four holdings we see that he is diversified in the markets he loves socks and he loves the economy he's betting on emerging markets and he's betting on the US economy so that's so these four are his top holdings the S&P 500 into emerging markets ETS now let's get into its bond holdings his top bond holding is lqd which is investment grade corporate bonds so you can get bonds from a varying different places you can get it from the government you can get it from corporations or you can get it from other ab avenues however investment grade corporate bonds right under federal bonds is one of the safest ones because the Fed can print money so that's why the Fed usually has the safest bonds but an investment grade is the top-rated corporate bond you can get so his risk is very low on these bonds but yet it seems to appreciate over time with a consistent dividend so that's an amazing thing to see he loves these ETFs that provide a dividend his second top holding on bonds is TLT which you can see here is the 20-plus year Treasury bond which is a Fed bond so we have very low riskier stock appreciation over the long run and we do have this consistent dividend it is small but it's consistent that's what you need in the stock in the stock market there's a little bit of money consistently over time is the way that you make money and the stock market all right guys so you can see here that is to top bond holdings our lqd and TLT let's get into his holdings of gold g LD or s spider gold shares this makes up almost 5% of his portfolio this is another way to make your portfolio in all weather portfolio by also having commodities in it in addition to stocks and ETFs having a commodity is a great way to offset recessions in bear market times during bear markets and recessions you tend to see spike ups in these commodity prices for instance here in the 2007 2008 2009 we had the housing market crisis you can see here that gold went from 65 or this gold ETF went from 65 to around ninety one hundred dollars that is a great way to offset your losses in the stock market so again guys this is his portfolio let's take a quick look again so guys as we discussed this is his portfolio you can see here I will actually link this website below but his main holdings are you have sby which is the SP 500 on SP y and IV V you also have some emerging markets here and here and here you have gold at around 5% and then the rest you have some great high term corporate bonds so again guys this is a way that you won't necessarily beat the market all all the time but you do have an all-weather portfolio a portfolio that you don't have to worry worry about during a bear market or recession alright guys thank you so much for watching and subscribe with that bill so that you get alerted every single time a new video comes out thank you so much for watching
Comments 0