The latest holdings of U.S. Vice President Vance—actually quite suitable for ordinary people to study
At first glance, it looks like there are plenty of assets, but once you break it down, the logic is very simple:
QQQ 24%
SPY 24%
DIA 24%
These three broad-market index ETFs together make up 72%
The remaining allocation is split among long-term U.S. Treasuries, gold, Bitcoin, Rumble, crude oil, and other assets
I think this portfolio has 3 noteworthy points:
① The core allocation is highly concentrated
QQQ handles tech growth, SPY covers the S&P 500, and DIA leans more toward traditional blue chips. These three ETFs basically form the “base” of the entire portfolio
② Small allocations serve different functions
Gold and U.S. Treasuries are more defensive, while Bitcoin and Rumble provide higher upside/elasticity; crude oil adds exposure to another asset class
③ What truly affects portfolio performance is still the 72% core allocation
Many people, when they see the holdings, will focus on the more attention-grabbing parts like Bitcoin and individual stocks first. But based on position sizing, the index ETFs are what ultimately determine overall returns
For ordinary investors, you may not need to copy his exact proportions, but this way of thinking is worth considering:
Put most of your allocation into core assets you believe in for the long term, and then use smaller allocations to participate in other opportunities
In the end, what investment success often comes down to is the position structure, discipline, and holding period
What do you think of this setup of “72% broad-market ETFs + 28% other assets”?
At first glance, it looks like there are plenty of assets, but once you break it down, the logic is very simple:
QQQ 24%
SPY 24%
DIA 24%
These three broad-market index ETFs together make up 72%
The remaining allocation is split among long-term U.S. Treasuries, gold, Bitcoin, Rumble, crude oil, and other assets
I think this portfolio has 3 noteworthy points:
① The core allocation is highly concentrated
QQQ handles tech growth, SPY covers the S&P 500, and DIA leans more toward traditional blue chips. These three ETFs basically form the “base” of the entire portfolio
② Small allocations serve different functions
Gold and U.S. Treasuries are more defensive, while Bitcoin and Rumble provide higher upside/elasticity; crude oil adds exposure to another asset class
③ What truly affects portfolio performance is still the 72% core allocation
Many people, when they see the holdings, will focus on the more attention-grabbing parts like Bitcoin and individual stocks first. But based on position sizing, the index ETFs are what ultimately determine overall returns
For ordinary investors, you may not need to copy his exact proportions, but this way of thinking is worth considering:
Put most of your allocation into core assets you believe in for the long term, and then use smaller allocations to participate in other opportunities
In the end, what investment success often comes down to is the position structure, discipline, and holding period
What do you think of this setup of “72% broad-market ETFs + 28% other assets”?