BSV: Why It's The Largest Holding In My Portfolio

ETF Monkey
Investing Group

Summary

  • As revealed in the article title, BSV is the largest single holding in my personal portfolio.
  • Why, though, is this the case? What is it about this particular ETF that causes me to rely on it so heavily?
  • In this article, I feature some very unique characteristics of BSV. I then compare it against options on both sides; more conservative and more aggressive.
  • I conclude by explaining why BSV hits the "sweet spot" for me today. At the same time, I hint at adjustments I may make in the future.
  • I do much more than just articles at Hoya Capital Income Builder: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

financial planning

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(This article was co-produced with Hoya Capital Real Estate.)

In my most recent article here on Seeking Alpha, I refer to what I describe as "the world of 4,818." After first describing the overall environment since the

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This article was written by

ETF Monkey
7.09K Followers

ETF Monkey is a retired finance professional with over 35 years of experience identifying long-term ETF investments. He shares ideas on portfolio strategy in ways beginners can understand. He is a contributor to the investing group iREIT®+HOYA Capital.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BSV,AGG,TLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am not a registered investment advisor or broker/dealer. Readers are advised that the material contained herein should be used solely for informational purposes, and to consult with their personal tax or financial advisors as to its applicability to their circumstances. Investing involves risk, including the loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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