by Anura Guruge
on February 13, 2023
I do NOT remember ever making any money with ETFs. So, I have not owned any ETFs in 4 or 5 years (maybe longer). I have had a fair amount of luck with individual stock (mainly FANG but starting over a decade over) & some Mutuals. For the last few years I have been exclusively in individual stocks — in part because that facilitates my option trading addiction.
This year, with market conditions being what they are, I wanted to diversify a bit. Not much. Under 5% of my portfolio. I have realized that I have become too old, too impatient & too crotchety to deal with all of the minimum investment, 30-day hold etc. etc. requirements of Mutuals. So, I decided to give ETFs a try again.
So, I started doing some desultory research. Of course it didn’t take me long to stumble upon ‘JEPI’ & then ‘SCHD’. Wow. Kind of felt stupid that I didn’t own these already! So, I rectified it — albeit with v. small holdings. But, I am never comfortable with just ‘famous’ investment holdings (other than my long-term ownership of AMZN). So, I did more digging. Came across HIGH, RLY & SIXH. They looked interesting. But, I didn’t check them out to death. They might, given my usual luck, prove to be total, utter DOGs. So, I am not in any way or shape recommending them. I have only owned them for less than a week. During that time, of course, they have done diddly.
Just wanted to tell YOU about them. IF you are interested, check them out. They might AMUSE you. SMILE.
