Author lists favorite funds with brief rationales: AVDV, GDE, QLENX, AIRR, and SMH, each with a stated role in a portfolio.
AVDV — LONG The author favors AVDV as international value exposure with low beta, calling it one of the least risky equities while still providing diversification. The rationale is portfolio construction: low-beta international value as a diversifier. No specific catalyst or time horizon is given.
AVDV - International value, low beta, honestly one of the least "risky" equities while giving diversity
GDE — LONG The author likes GDE because it provides roughly 90% SPY and 90% gold exposure in one fund, avoids the precious metals tax, and can replace a VOO allocation as a diversifier. The mechanism is combined equity-plus-gold exposure with tax efficiency. No catalyst or horizon is stated.
GDE - Gives 90% SPY and 90% Gold in one fund, avoids the precious metals tax, and can replace a VOO allowance with a diversifier.
QLENX — LONG The author holds QLENX as a beta-neutral fund with extremely low correlation to the S&P, containing VT, and serving as a strong stabilizer. The rationale is diversification and stability within a portfolio. No catalyst or time horizon is provided.
QLENX - Beta neutral fund, extremely low correlation to S&P, contains VT, and a really strong stabilizer
AIRR — LONG The author favors AIRR for small and mid-size industrials with some banking exposure, noting slightly higher beta than the S&P but good returns and diversification. The author states they replaced AVUV entirely with AIRR in their portfolio. No catalyst or horizon is given.
AIRR - Industrials small and mid size, some banking. slightly higher beta than S&P but good returns and diversifier giving small and some mid cap. .88 correlation to AVUV, I've replaced AVUV in my portfolio entirely with this.
SMH — LONG The author likes SMH for semiconductor exposure, describing it as high beta and one of the best returning non-leveraged funds for several years. The rationale is strong historical returns in semis. No specific catalyst or horizon is stated.
SMH - Semi conductors, high beta, one of the best returning non-leveraged funds for several years here.