Global Equity ETF (US Tax)

by
Leo Wealth
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.

Strategy Description

Our Core ETF Portfolios provide:

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

  • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
  • Tax implications are reviewed at client, ETF and underlying positions of ETF levels
  • Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;

For international investors, available in a non-US version.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)27.6418.0914.74-19.5119.558.12
Annualized ReturnStandard DeviationDividend Yield
Portfolio10.11%16.63%2.2%

Allocation Breakdown

Asset Class


Equity94.55%
Fixed Income2.15%
Commodities2.86%
Cash0.43%

Geo


North America60.71%
Greater Europe16.68%
Asia20.39%
Central/Latin America0.49%

Sector


Financials 19.21%
Industrials9.64%
Consumer Discretionary11.53%
Real Estate2.09%
Consumer Staples 5.73%
Materials 3.81%
Healthcare10.15%
Utilities1.13%
Technology21.6%
Energy2.09%
Communications7.39%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF24.64%
2. Vanguard ESG US Stock ETF23.50%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF14.03%
4. Avantis US Equity ETF12.40%
5. iShares MSCI Intl Quality Factor ETF4.01%
6. iShares MSCI Intl Value Factor ETF4.01%
7. iShares Global Financials ETF3.22%
8. Invesco QQQ Trust Series 13.22%
9. JPMorgan BetaBuilders Japan ETF2.94%
10. WisdomTree Enhanced Commodity Strategy Fund2.86%

Related Investments

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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