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MunAiMarkets tracks, analyzes, and comments on 88 stocks and 8 ETFs in 18 Portfolios on a weekly, monthly, and/or YTD basis, but the portfolios are not publicly traded. This article presents below the 8 select ETFs that cover most of the 88 stocks (and several others) in a tradable way in descending order of their performances in October along with their assets under management (AUM), # of holdings, weight of the largest 6 holdings, and their management expense ratio (MER), as follows:
Lorimer’s Select ETF Portfolio
- Grayscale Bitcoin Mini Trust (BTC): UP 10.3% in October
- Assets Under Management (AUM): $2.0B
- Holdings: 1
- Top 6 Holdings Weight: 100%
- Management Expense Ratio (MER): 1.5%
- Sprott Junior Gold Miners (SGDJ): UP 6.5% in October
- AUM: $127 Million
- Holdings: 43
- Top 6 Holdings Weight: 33%
- MER: 0.50%
- iShares MSCI Global Silver Miners (SLVP): UP 4.7% in October
- AUM: $245 Million
- Holdings: 41
- Top 6 Holdings Weight: 54%
- MER: 0.39%
- VanEck Gold Miners (GDX): No Change
- AUM: $15.4B
- Holdings: 65
- Top 6 Holdings Weight: 48%
- MER: 0.50%
- Vanguard Mega-Cap Growth (MGK): DOWN 0.1% in October
- AUM: $23.0B
- Holdings: 74
- Top 6 Holdings Weight: 51%
- MER: 0.07%
- Global X Ai & Tech (AIQ): DOWN 1.8% in October
- AUM: $2.2B
- Holdings: 90
- Top 6 Holdings Weight: 21 %
- MER: 0.68%
- iShares Semiconductor (SOXX): DOWN 6.2% in October
- AUM: $14.9B
- Holdings: 35
- Top 6 Holdings Weight: 42%
- MER: 0.35%
- AdvisorShares Pure US Cannabis (MSOS): DOWN 6.6% in October
- AUM: $880 Million
- Holdings: 93
- Top 6 Holdings Weight: 74%
- MER: 0.83%
Summary
The above 8 ETFs track 442 equities and they were DOWN 1.85% in October, on average, while the Nasdaq QQQ Trust ETF, in comparison, was DOWN 0.86% and the S&P 500 ETF Trust (SPY) was DOWN 0.89%.
