An Introduction
This article presents an update of Lorimer’s Select ETF Portfolio of 9 ETFs that cover most of the 89 stocks (and several others) in the 18 MunAiMarkets non-publicly traded Portfolios in a tradable way in descending order of their performances MTD and in 2024 along with their assets under management, # of holdings, weight of the largest 6 holdings, and their management expense ratio, as follows:
Lorimer’s Select ETF Portfolio
- Grayscale Bitcoin Mini Trust (BTC): UP 10.9% MTD
- Assets Under Management (AUM): $4.1B
- Holdings: 1
- Top 6 Holdings Weight: 100%
- MER: 0.15%
- VanEck Gold Miners (GDX): UP 8.4% MTD
- AUM: $11.6B
- Holdings: 65
- Top 6 Holdings Weight: 48%
- MER: 0.50%
- Sprott Junior Gold Miners (SGDJ): UP 7.5% MTD
- AUM: $118 Million
- Holdings: 43
- Top 6 Holdings Weight: 33%
- MER: 0.50%
- iShares MSCI Global Silver Miners (SLVP): UP 7.1% MTD
- AUM: $227 Million
- Holdings: 41
- Top 6 Holdings Weight: 54%
- MER: 0.39%
- iShares Semiconductor (SOXX): UP 6.6% MTD
- AUM: $14.7B
- Holdings: 35
- Top 6 Holdings Weight: 42%
- MER: 0.35%
- Grayscale Ethereum Mini Trust (ETH): UP 5.4% MTD
- Assets Under Management (AUM): $1.6B
- Holdings: 1
- Top 6 Holdings Weight: 100%
- Management Expense Ratio (MER): 0.15%
- Global X Ai & Tech (AIQ): UP 2.1% MTD
- AUM: $2.7B
- Holdings: 90
- Top 6 Holdings Weight: 21 %
- MER: 0.68%
- Roundhill Magnificent Seven (MAGS): UP 1.9% MTD
- AUM: $2.0B
- Holdings: 18
- Top 6 Holdings Weight: 92.5%
- MER: 0.29%
- AdvisorShares Pure US Cannabis (MSOS): DOWN 5.8% MTD
- AUM: $467 Million
- Holdings: 93
- Top 6 Holdings Weight: 74%
- MER: 0.83%
Summary
The above 9 ETFs track 443 equities and they are UP 6.1% MTD, on average, while the Nasdaq QQQ Trust ETF, in comparison, is UP 2.1% MTD and the S&P 500 ETF Trust (SPY) is UP 2.0% MTD.
