ボーリングのピンのようにどんどん倒されていく個別株を見て、どうETFを使うか。

During the novel coronavirus-related market downturn, valuation-related logic has abandoned the market for the time being.

As such, we are seeing quality companies being knocked down like balling pins, or thrown away like skittles. My portfolio has lost more than 25% value in less than a month.


I honestly could not be happier.


I could buy irrationally oversold quality stocks for a while. What can I pick and choose? New positions like Sisco (SYY) and Genuine Parts (GEO), or addition to Johnson & Johnson (JNJ) and Pepsico (PEP)?


Nonetheless, my greatest concern is not what to choose among individual stocks, but how and to what extent to employ ETF/funds. In short, ETF/funds ratio within my portfolio is the greatest concern.

I am determined to keep my stock/bond ratio to 75/25, but I haven't decided the ETF ratio within the stock position yet. I haven't been actually obliged to do that, but I have preferred and accumulated more stock ETFs over the last year.

I will pay more attention to the ratio, than to the amount of ETF/funds.