The battles are supposed to compare the 3 ETFs(sly, mdy, and spy). It's ok to add a wild card but at the end of the day which of the 3 etfs win based on the opinion of the guests(technical data and experience) and not picking xle or other etfs. The guests seemed to not want to provide a clear opinion.(the opposite for this show existing) Leveraged etfs should never be recommended and if you use them it's a tool in the tool box that has to be watched very closely.
Hi E, the guests DID PROVIDE their clear and direct opinions in this episode, not sure how you would arrive at different conclusion. Mike likes all 3 and Dave went with his wild card choices, two of which are tactical in nature. Regarding leveraged ETFs, I once thought like you...they have no place within an investment portfolio. Maybe that's true for some investors, but it's not true for all investors. In fact, some have successfully deployed the use of leveraged ETFs. Others maybe not so well. But my previous thinking of "no leveraged ETFs for anybody forever" wasn't just wrong, but dogmatic. The beauty of ETF Battles is that our judges and the host (me) don't necessarily have the same investment philosophy or approach . My portfolio construction framework, which is described extensively in my online course (see link below) makes allowances for leveraged ETFs within an individual's non-core portfolio. It's within this controlled and contained setting that leveraged ETFs can be successfully used, from my vantage point. David K. at ETFPM.com has a completely different viewpoint on how he deploys leveraged ETFs. His firm builds what he calls "investable benchmarks" and some of these portfolios may or may not included leveraged ETFs. Whether we agree or disagree with this approach, is a matter of opinion. We'll let the results of these ETF portfolios speak for themselves, see link below. Thanks for watching ETF Battles! Ron Ron's online course: www.etfguide.com/build-grow-and-protect-your-money-a-step-by-step-guide ETFPM.com performance: etfpm.com/performance/
I started DCAing into RSPT & IUSV.. With a 5 - 8 year hodl outlook.... I paired this with DGRO & DGRW... I also HAVE IFRA & IEMG for a bit of diversification into different sectors... I know DGRO & DGRW have a bit of overlap, but I'm okay with the overall weight.... I honestly think over the next three to four years infrastructure and Technology will remain solid.. And I'm dcaing very slowly with minimum money and buying of these... (under 500 a month)... because I believe we're going to go down a bit more once all this bull crap catches up with us that's going on around the world and in our own federal government.... but in the case that it doesn't go completely down I have a small base built at these levels.... I know it's about 10 months old but still valid😂 ty for the video as always ✌️
Glad it was helpful! Send us your shirt size or coffee mug preference and U.S. mailing address. Nice battle suggestion BM22100! www.etfguide.com/contact-us
Good suggestion. Note that AVUS is like a broad market or Russell 3000 but with a slight to moderate value tilt. Avantis’ AVLV and AVUV are more stronger value factor focused ETFs from their lineup. There was also a prior largecap value ETF battle that included AVLV and it seemed to win out from the 2 guests on that showdown. All good choices - it just depends!
If interest rates start to plateau or even decline slightly in 2023, we might see improved inflows for core bond funds. I'd love to see Vanguard's BNDW take on Dimensional's DFCF and Avantis's AVIG. How does the weighting of global exposure impact risk? Returns? Will active bond funds beat passive market bond funds in 2023? Will humanity's faith in bond ETFs be restored? Okay that last one is a bit much, but I'm itching to know if I should climb down off my DIY bond ladder of short term US Treasuries and dive into a broad core market fund again.
PJ: We already did this ETF Battle. Watch our full Season 3 playlist to see all the matchups and here's the DBMF vs. KMLM contest: ruclips.net/video/hTphW7iumK0/видео.html Best, Ron
@7:28 It's actually the opposite. SPY has the highest returns long term, then MDY, then SLY. The same can be said for most other Large Cap, Mid Cap, and Small Cap ETFs.
I'm OK with leveraged ETFs. But only if they're used within a disciplined investing framework. That's how David K. uses them with his investable benchmarks. In the portfolio construction framework that I teach for my online classes, my application for how leveraged ETFs are used is different. I recommend a 3-container approach of 1) core portfolio 2) non-core portfolio and 3) margin of safety. Each of these three containers serves a completely different function and there's zero overlap in roles. Leveraged ETFs fit into the non-core portfolio section of an investment portfolio. This is the container where investors can be highly tactical, going long or short or using leverage. But again, leveraged ETFs are limited to the non-core portfolio and have no place anywhere else within a person's portfolio, according to my investing framework. See link below and I appreciate your always excellent comments! Ron Here's more on my classes: www.etfguide.com/build-grow-and-protect-your-money-a-step-by-step-guide
I think leveraged ETFs can have a place in the portfolios of some people. The way I see it, it comes down to three things: Thorough knowledge of the ETF, risk tolerance, and time horizon. For someone like me who is not a leveraged ETF expert and has only an average tolerance for risk, it would not interest me to have them; it would keep me up at night. Plus, having a long time horizon puts me into the buy and hold category which I don't believe is suitable for leveraged ETFs. However, for people who really understand them and are more on the trading side than the investing side, they can be useful additions.
Thanks to all of you At ETF Guide
Judges are so professionals so as you Ron
The battles are supposed to compare the 3 ETFs(sly, mdy, and spy). It's ok to add a wild card but at the end of the day which of the 3 etfs win based on the opinion of the guests(technical data and experience) and not picking xle or other etfs. The guests seemed to not want to provide a clear opinion.(the opposite for this show existing) Leveraged etfs should never be recommended and if you use them it's a tool in the tool box that has to be watched very closely.
Hi E, the guests DID PROVIDE their clear and direct opinions in this episode, not sure how you would arrive at different conclusion. Mike likes all 3 and Dave went with his wild card choices, two of which are tactical in nature.
Regarding leveraged ETFs, I once thought like you...they have no place within an investment portfolio. Maybe that's true for some investors, but it's not true for all investors. In fact, some have successfully deployed the use of leveraged ETFs. Others maybe not so well. But my previous thinking of "no leveraged ETFs for anybody forever" wasn't just wrong, but dogmatic.
The beauty of ETF Battles is that our judges and the host (me) don't necessarily have the same investment philosophy or approach . My portfolio construction framework, which is described extensively in my online course (see link below) makes allowances for leveraged ETFs within an individual's non-core portfolio. It's within this controlled and contained setting that leveraged ETFs can be successfully used, from my vantage point.
David K. at ETFPM.com has a completely different viewpoint on how he deploys leveraged ETFs. His firm builds what he calls "investable benchmarks" and some of these portfolios may or may not included leveraged ETFs. Whether we agree or disagree with this approach, is a matter of opinion. We'll let the results of these ETF portfolios speak for themselves, see link below.
Thanks for watching ETF Battles! Ron
Ron's online course: www.etfguide.com/build-grow-and-protect-your-money-a-step-by-step-guide
ETFPM.com performance: etfpm.com/performance/
I started DCAing into RSPT & IUSV.. With a 5 - 8 year hodl outlook.... I paired this with DGRO & DGRW... I also HAVE IFRA & IEMG for a bit of diversification into different sectors... I know DGRO & DGRW have a bit of overlap, but I'm okay with the overall weight.... I honestly think over the next three to four years infrastructure and Technology will remain solid.. And I'm dcaing very slowly with minimum money and buying of these... (under 500 a month)... because I believe we're going to go down a bit more once all this bull crap catches up with us that's going on around the world and in our own federal government.... but in the case that it doesn't go completely down I have a small base built at these levels.... I know it's about 10 months old but still valid😂 ty for the video as always ✌️
Twitch: It's great to see you're benefiting from our ETF Battles series. Each episode is packed with so many fantastic insights! best, Ron
@@etfguide I've learned more from your channel than I have most other channels... Keep up the good work over there ✌️
Thank you so much wow! I was not expecting this to get chosen. I love ETF Guides content. I’ve found it so informative and entertaining.
Glad it was helpful! Send us your shirt size or coffee mug preference and U.S. mailing address. Nice battle suggestion BM22100! www.etfguide.com/contact-us
I think there should be more consideration of valuations, especially when there is a historical gap of this size between large and small.
How about value showdown... VLU vs AVUS vs VFVA vs SCHV.
Good suggestion. Note that AVUS is like a broad market or Russell 3000 but with a slight to moderate value tilt. Avantis’ AVLV and AVUV are more stronger value factor focused ETFs from their lineup.
There was also a prior largecap value ETF battle that included AVLV and it seemed to win out from the 2 guests on that showdown.
All good choices - it just depends!
All 52 episodes are so good
SLY wins for me. And my favorite Brady Bunch episode is the Hawaiian vacation!!!🍍🍍🍍
JM: I missed that episode. I'll have to dig it up! We're both showing our ages, LOL. Ron
If interest rates start to plateau or even decline slightly in 2023, we might see improved inflows for core bond funds. I'd love to see Vanguard's BNDW take on Dimensional's DFCF and Avantis's AVIG. How does the weighting of global exposure impact risk? Returns? Will active bond funds beat passive market bond funds in 2023? Will humanity's faith in bond ETFs be restored? Okay that last one is a bit much, but I'm itching to know if I should climb down off my DIY bond ladder of short term US Treasuries and dive into a broad core market fund again.
Want to see the battle between DBMF & KMLM
PJ: We already did this ETF Battle. Watch our full Season 3 playlist to see all the matchups and here's the DBMF vs. KMLM contest: ruclips.net/video/hTphW7iumK0/видео.html Best, Ron
@7:28 It's actually the opposite. SPY has the highest returns long term, then MDY, then SLY. The same can be said for most other Large Cap, Mid Cap, and Small Cap ETFs.
I liked every episode except the ones with Dave.
Would love to see some unique currency etfs like DBV vs CEW.
I like it! Thank you TGA. Best, Ron #ETFBattles
The two judges disagree on leveraged ETFs. How do you (I mean us listeners) think?
I'm OK with leveraged ETFs. But only if they're used within a disciplined investing framework. That's how David K. uses them with his investable benchmarks.
In the portfolio construction framework that I teach for my online classes, my application for how leveraged ETFs are used is different. I recommend a 3-container approach of 1) core portfolio 2) non-core portfolio and 3) margin of safety. Each of these three containers serves a completely different function and there's zero overlap in roles.
Leveraged ETFs fit into the non-core portfolio section of an investment portfolio. This is the container where investors can be highly tactical, going long or short or using leverage. But again, leveraged ETFs are limited to the non-core portfolio and have no place anywhere else within a person's portfolio, according to my investing framework. See link below and I appreciate your always excellent comments! Ron
Here's more on my classes: www.etfguide.com/build-grow-and-protect-your-money-a-step-by-step-guide
I think leveraged ETFs can have a place in the portfolios of some people. The way I see it, it comes down to three things: Thorough knowledge of the ETF, risk tolerance, and time horizon. For someone like me who is not a leveraged ETF expert and has only an average tolerance for risk, it would not interest me to have them; it would keep me up at night. Plus, having a long time horizon puts me into the buy and hold category which I don't believe is suitable for leveraged ETFs. However, for people who really understand them and are more on the trading side than the investing side, they can be useful additions.
Battle for artificial intelligence; ROBO, ROBT, IRBO, BOTZ
Can not compare etfs in different categories.
SPY can be used as core holding the other 2 are more like strategic plays.
Great video guys!🙌😄
Thank you!! 😁