Stockchase Insights
Dynamic Active Global Dividend ETF
DXG-T
BUY
Jan 08, 2021
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Based on asset size and track record, it is a good holding. Management fee is 0.81% with 1.2B under management. It has shown strong returns with 27% annualized over three years. Unlock Premium - Try 5i Free
It has a narrow number of holdings so there will be higher volatility. He would not typically recommend concentrated portfolios. If you are a momentum investor, you could look into it.
An actively managed and highly concentrated portfolio of dividend playing stocks. IF they are in the wrong sector, there could be some volatility. Has no problem with it, but would prefer for something more diversified. If you are okay with volatility, it is an okay holding.
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Based on asset size and track record, it is a good holding. Management fee is 0.81% with 1.2B under management. It has shown strong returns with 27% annualized over three years. Unlock Premium - Try 5i Free