5 ETFs to Buy that Beat the Market | Small Funds, Big Returns | Summary and Q&A

TL;DR

Discover five lesser-known ETFs that have outperformed their respective indices, offering diversified exposure to commodities, inflation protection, global asset allocation, and options strategies.

Key Insights

• 🏛️ ETFs provide an opportunity for investors to gain exposure to various asset classes and achieve diversification in their portfolios.
• 🦔 Commodity ETFs can serve as a hedge against inflation and geopolitical risks, providing potential benefits during periods of market turbulence.
• 💨 Fund-of-funds ETFs offer a convenient way to access a diversified portfolio, providing exposure to multiple asset classes.
• 🌐 Global allocation ETFs provide investors with access to international markets and diversification across different regions and currencies.
• ⚾ Options-based ETFs can offer downside protection and enhanced returns, providing a risk management strategy for investors.
• 😅 Expense ratios are a crucial factor to consider when selecting ETFs, as higher fees can eat into investment returns.
• 💐 Investors should assess their risk tolerance, investment objectives, and time horizon when choosing the most suitable ETFs for their portfolios.

Transcript

hey bowtie nation joseph hogue here with some exchange traded funds that i almost guarantee you haven't heard of but but should definitely watch you know we love etf investing here on the channel for that core part of our portfolio for those stress-free returns in this video i'll share the five etfs beating their index five small funds that don't g... Read More

Questions & Answers

Q: Why should investors consider adding ETFs to their portfolios?

ETFs provide diversification and ease of trading, allowing investors to gain exposure to a wide range of asset classes with lower costs compared to traditional mutual funds.

Q: What makes the GraniteShares Commodity Broad Strategy ETF a compelling investment?

This ETF offers diversified exposure to commodities, which can serve as a hedge against inflation and geopolitical risks. It has performed well recently due to the surge in oil and agricultural prices.

Q: How does the SPDR Multi-Asset Real Return ETF protect against inflation?

This fund invests in various asset classes, including real estate, commodities, and inflation-protected treasuries. By holding these assets, it aims to provide a hedge against inflation.

Q: What is the advantage of investing in the SPDR Global Allocation ETF?

This ETF offers a comprehensive portfolio solution by investing in stocks, bonds, and commodities from both domestic and international markets. It provides diversification and a balanced approach to asset allocation.

Q: How does the Cambria Global Asset Allocation ETF differ from the SPDR Global Allocation ETF?

While both funds aim for global diversification, the Cambria ETF uses a quantitative model to match returns on the global market portfolio. Additionally, it has a higher allocation to bonds and provides slightly lower volatility.

Q: How does the Simplify U.S. Equity Plus Convexity ETF achieve downside protection and enhanced returns?

This ETF utilizes an options strategy that aims to protect capital during market downturns and capture additional gains during market upswings. It has outperformed the S&P 500 in recent months.

Summary & Key Takeaways

• Joseph Hogue highlights five ETFs that have been performing well and should be considered for investment portfolios.

• The GraniteShares Commodity Broad Strategy ETF (COMB) provides diversified exposure to commodities such as oil, gold, and agricultural products.

• The SPDR Multi-Asset Real Return ETF (RLY) offers inflation protection through a fund-of-funds approach, including exposure to real estate, commodities, and inflation-protected treasuries.

• The SPDR Global Allocation ETF (GAL) is an all-in-one fund that provides international diversification through investments in stocks, bonds, and commodities.

• The Cambria Global Asset Allocation ETF (GAA) aims to match the returns of the global market portfolio by investing in a diverse range of assets, including stocks, bonds, real estate, and commodities.

• The Simplify U.S. Equity Plus Convexity ETF (SPD) tracks the performance of the S&P 500 while utilizing an option strategy to protect against market downturns and enhance returns during market upswings.