Global ETF Strategy
The strategy provides broad market exposure through a limited number of global ETF’s, actively managed as a portfolio, to outperform the S&P 500 index.
ETF’s in portfolio at 30 April 2024
RSP - Invesco S&P 500 equal weight ETF
MOAT - VanEck Morningstar Wide Moat ETF
XMHQ - Invesco S&P Midcap Quality ETF
SOXX - iShares Semi Conducter ETF
BOXX - Alpha Architect 1-3 month
Benchmark
VOO - Vanguard S&P 500 ETF