Hello Investors,

Welcome to the Prime ETF newsletter!

I’m excited to share updates on our portfolio’s performance and holdings.

What is Prime ETF?

Prime ETF is designed to make investing easier for busy professionals. Our goal is to achieve returns similar to the S&P 500 while minimizing losses during bear markets. This strategy aims to outperform the traditional 60/40 portfolio by offering a balanced and diversified selection of exchange-traded funds (ETFs). Whether you’re a beginner or a professional fund manager, anyone with a fund size of $5,000 to several million dollars can confidently use this semi-active investing strategy.

Efficiency at Its Best

Managing this portfolio takes just 5 to 10 minutes a month, making it perfect for those with tight schedules.

Sector Performance

Year-to-Date:

Source: SPDR Sectors

All sectors are in the green, signaling a bull market. Investing in these sectors or the S&P 500 has yielded good returns. As a trend-follower, we currently hold three ETFs in our portfolio.

1-Month Performance

Source: SPDR Sectors

• Consumer Discretionary Sector: Up 6%, compared to the S&P 500’s 3%.
• Real Estate Sector: Up 4%, showing potential for sector rotation during this bull market.

---

Prime ETF Performance

For the month, Prime ETFs have returned 2.5%, slightly below the S&P 500’s 2.9%. This is expected during a bull market.

Source: Prime ETF portfolio

Source: Prime ETF portfolio

Source: Prime ETF portfolio

---

---

---