How to Use Dividend ETFs to Diversify Your Portfolio

I think it's um so it's nice to talk about dividends something that's you know sort of like you know people like Warren Buffett have been doing for you know decades and decades and decades because you know I feel like everyone all they want to do is talk about you know AI and sort of Bitcoin and you know growth right but you know in your portfolio when you construct a portfolio you know you should have diversification right that's sort of what we preach uh to our financial adviserss um so you know a lot of the core your portfolio could be in you know something that looks like lowcost index beta but you know if you think about your traditional 60/40 you know you shouldn't put you know all 60% in lowc cost beta you should have a diversified factors diversified sectors so you know dividends which have been largely ignored you know the last 2 three years as we've had this you know epic AI induced rally um but you know you really want to load up these two ETFs into a portfolio construction tool you know, you could use Bloomberg Port, you know, to uh Aan's firm, um, or, you know, something like a Vanguard, which is free for advisors, you know.

So, when you load it up, you kind of see like how these things shape up, you know, from like a style box standpoint, you know, valuation standpoint.

You know, we principally at Atoria, we're, you know, a high conviction asset manager.

We don't like using, you know, um, we like more concentrated portfolios.

So FDV sort of fits our style box, right? 100 securities.

You know, the ETFs that we manage, you know, PPI, for instance, has like 60 securities.

ROE has like 100.

So I don't like buying like big blocks, you know, sort of like DGrow, which has, you know, 398 securities.

What Tom also was alerted to, you know, I think makes a lot of sense, right?

You know, where do you want to be in terms of like, you know, sectors, right?

So we we like tech.

We like tech a lot.

Um so you know FDV you know has more tech exposure you know which I think is very interesting.

Um so you know I I do like FDV.

We'll talk about performance in a second which is you know not even like um you know I mean FDV sort of blows out DGrow uh out of the water.

So I'm I'm going to be sort of partial to FDV in this conversation.

So purely from like a exposure standpoint, I like what FDV is doing.