I’m doing a case competition where we must make an ETF and most of my stocks have composed of AI stocks like $NVDA and $IBM. I need a new perspective for my portfolio. Any ideas for a profitable year. What should I be looking at?
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Try to think of some AI derivative plays in sectors like utilities/energy, metals & mining, data center developers, etc.
Presumably this is going to be passive? (Or smart beta "Passive" LOL)
You need to define a starting universe like SPX, RIY, or the EAFE.
Then you need to write a set of selection criteria. "Top X by T-12 Yield or something like that.
Then you need to define a weighting procedure, it can be as simple as equal-weighting or as complex as you can imagine, as long as you can write it mathematically.
Then write the rebalancing frequency/procedures.
I don't this for a living or anything. No, no, definitely not.
META GOOG MSFT AAPL AMZN TSLA NVDA
One of these things is not like the other. One of these things just isn't the same.
ASML 💀 + TSM 😁 = NVDA 🤔
not related to your actual question, but why are they asking to make an ETF instead of a portfolio if it's just a case competition? The allocations would end up being the same.
Agreed. The ETF specific request implies that we need to track some sort of index. Thus we're not really building the ETF, we're building the index that the ETF will track. While active ETFs are a thing, it's a tiny portion of the universe (Especially in equities, which he's asking about) and there's nothing special about the ETF wrapper there other than the standard 40-act rules to remain RIC compliant that he'd still have to deal with if this was a mutual fund instead.
Dogecoin, Shitcoin, bitchcoin
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