Stocks Lab Project

Investing Strategies, Market Analysis, and Financial News

“Building a Diversified Portfolio Without ETFs: The Case for Selective Investing

investors rely on ETFs for instant diversification, but that convenience comes at a cost — exposure to hundreds of companies you may not know or trust. A more intentional approach is to build a diversified portfolio by directly selecting individual stocks that meet specific criteria: profitability, stability, and sector relevance.

By spreading your investments across industries with strong fundamentals — for example, technology, finance, healthcare, and energy — you can achieve diversification while maintaining full control over what you own. This strategy requires more research but rewards you with transparency and conviction in each holding.

Navigating International ETFs: Costs and Passive Investing

Many investors rely on ETFs for instant diversification, but that convenience comes at a cost — exposure to hundreds of companies you may not know or trust. ETFs generally follow a passive management strategy, meaning they replicate an index rather than trying to beat it. This approach keeps fees very low, allows broad market exposure, and requires minimal active management.

Popular U.S. ETFs (Passive)

ETF Index Annual Fee Notes
VOOS&P 5000.03%Vanguard, highly liquid
IVVS&P 5000.04%BlackRock, popular choice
SPYS&P 5000.09%Oldest S&P 500 ETF, very liquid
VTITotal U.S. Stock Market0.03%Covers entire U.S. market
SCHBTotal U.S. Stock Market0.03%Schwab, low-cost option
QQQNasdaq 1000.20%Technology-heavy, passive
SCHDDividend-focused0.06%Focus on high-quality dividend stocks
VIGDividend growth0.06%Dividend growth ETF

Popular International ETFs (Passive)

ETF Index / Objective Annual Fee Notes
VXUSGlobal ex-U.S. stocks0.08%Vanguard, broad global coverage
VWOEmerging markets0.08%Vanguard, high-growth potential
EFADeveloped markets ex-U.S.0.32%Focus on Europe, Australasia, Far East
IEFAMSCI EAFE0.07%Low-cost developed markets ETF

Why Passive Management Matters

  • Low cost: Less fees mean more money stays invested, increasing compounding effects.
  • Transparency: ETFs replicate known indices, so you know exactly what you own.
  • Automatic diversification: Even a single ETF can hold hundreds of stocks, reducing company-specific risk.
  • Liquidity: Popular passive ETFs have high daily volume, making buying and selling easy.

A more intentional approach is to build a diversified portfolio by directly selecting individual stocks that meet specific criteria: profitability, stability, and sector relevance. By spreading your investments across industries with strong fundamentals — for example, technology, finance, healthcare, and energy — you achieve diversification while maintaining full control over what you own.

Ultimately, the choice between ETFs and direct stock selection depends on your priorities: convenience, low cost, and passive exposure versus control, selective diversification, and deeper understanding of each holding.

International ETFs vs Individual Stocks: Passive Investing and Slope

Many investors use ETFs like VOO for broad market exposure and simplicity, benefiting from low fees (0.03–0.5% annually) and passive management. These ETFs replicate indexes rather than trying to beat them, offering instant diversification and liquidity.

However, even within a simplified strategy, it’s possible to identify individual stocks with stronger growth trends (slope) than the broader index. Examples include:

Stocks with High Slope

Stock Slope
ORCL0.225572
AMD0.119811
NVDA0.101878
UBER0.083292
TSLA0.077720
MS0.071930
XOM0.071097
WFC0.070844
GS0.066138
CVX0.065665
SIEGY0.062145
SONY0.057668
C0.054464

By selectively investing in individual stocks across sectors like technology, finance, energy, and healthcare, investors can achieve diversification while maintaining control and potentially capturing stronger growth trends.

Ultimately, the choice between passive ETFs and individual stock selection depends on your priorities: simplicity, low cost, and market exposure versus targeted selection, conviction, and slope-driven opportunities.