As ETFs have become so popular that most of the investors just fire & forget, in my humble opinion they are missing out in unforeseen situations like this. In these times I try to make my own custom ETF and leave out whatever I don’t feel comfortable holding. As an example, in the SP500 right now you are getting exposed to restaurants, event & hospitality businesses, convention centers etc. Conventional wisdom says that this is priced in but I firmly believe that there is cognitive dissonance regarding the pandemic and people are skewed to be optimistic. Even if there are good opportunities there, the
How & Why to construct your own ETF
How & Why to construct your own ETF
How & Why to construct your own ETF
As ETFs have become so popular that most of the investors just fire & forget, in my humble opinion they are missing out in unforeseen situations like this. In these times I try to make my own custom ETF and leave out whatever I don’t feel comfortable holding. As an example, in the SP500 right now you are getting exposed to restaurants, event & hospitality businesses, convention centers etc. Conventional wisdom says that this is priced in but I firmly believe that there is cognitive dissonance regarding the pandemic and people are skewed to be optimistic. Even if there are good opportunities there, the