ETF Reliable Retirement Portfolio-The Quarter Everything Collapsed: 2022 Q3 Update

Summary

• On November 9, 2021, I launched the ETF Reliable Retirement Portfolio.
• Working from various 2022 investment outlooks as well as other research material, I constructed a 16-ETF portfolio that seeks to balance diversity, growth, and current income.
• Q2 closed with all 3 major U.S. indexes in bear market territory. Further, the classic 60/40 portfolio continued to suffer its worst drop in years.
• In this article, I review the performance of the portfolio, various adjustments I made, and my thoughts moving forward.
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(This article was co-produced with Hoya Capital Real Estate.)

On November 12, 2021, in conjunction with the Hoya Capital Income Builder (hereafter HCIB) marketplace service, I introduced the ETF Reliable Retirement Portfolio (hereafter ETFRRP).

On July 11, 2022, I offered the

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AGG, BSV, DIA, HOMZ, IAU, RIET, SGOL, TLT, VNQ, VWOB, SCHP 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.