The ETF Edge - ETF Portfolio Strategy from Scratch (Ep 3 of 3)

In the third and final episode of The ETF Edge, Selfwealth Senior Relationship Manager Roger Ruzzier sits down with Nick Radge — professional trader, author, and Director of The Chartist — to bring the series home with something tangible: two real, back-tested ETF portfolio frameworks built around systematic rules, not gut instinct. 🔔 Subscribe so you never miss a weekly edition of Selfwealth Live. Today we covered: ✔ Why you should invest in strategies — not individual stocks or ETFs. ✔ The Permanent Portfolio — a five-ETF, 50/50 growth and defensive structure that rebalances just once a year. ✔ The Tactical Asset Allocation Portfolio — a monthly rebalancing strategy that selects the strongest ETFs using momentum, exits declining assets. ✔ Back-tested performance data — including how both portfolios held up through the GFC and COVID compared to the ASX 200. ✔ The tools needed to build and test your own strategy — Realtest, Norgate Data. ✔ Position sizing, drawdown management, and how to tune a portfolio to your own risk appetite. Whether you're building your first ETF portfolio or looking to add more structure and discipline to an existing one — this episode is the practical payoff of the entire series. ⏱ Timestamps 00:00 — Welcome, Series Recap & Disclaimer 03:46 — What Does It Mean to Have a Strategy? 06:52 — Is This High Frequency Trading? Dispelling the Myth. 08:00 — Minimum Investment to Get Started. 10:33 — Tools: Realtest & Norgate Data Explained. 13:09 — Portfolio 1: The Permanent Portfolio Explained. 16:08 — 50/50 Growth vs Defensive Allocation Breakdown. 18:49 — 20 Years of Back-Tested Data: Permanent Portfolio vs ASX 200. 22:43 — GFC Drawdown Comparison. 25:21 — The Importance of Confidence in Your Strategy. 27:57 — Portfolio 2: Tactical Asset Allocation Explained. 28:50 — Growth & Defensive Buckets — How They Work Together. 31:10 — How to Select the Strongest ETFs Using Momentum. 33:09 — Tactical Portfolio Performance. 35:21 — The Key Question: Risk vs Return 39:00 — Position Sizing & How to Tune Your Risk Appetite. 59:08 — Measuring ETF Momentum: Rate of Change Explained. 01:03:44 — Series Wrap Up & The Chartist Offer for SelfWealth Members. During this series we cover: ✅ The current landscape of ETFs and what investors should know - Episode 1 (https://youtube.com/live/aqyArrivaQ8) ✅ How systematic, rules-based strategies apply to ETF investing - Episode 2 (https://youtube.com/live/u47JurUD8_s) ✅ How to build a diversified ETF portfolio with a repeatable process - Episode 3 (This one) Whether you're new to ETFs or looking to sharpen your approach, this is practical market education designed to select ETFs based on rules, not reactions. 🌐GET 10 FREE TRADES: When you sign up for a new Selfwealth account: http://selfwealth.com.au/live-free-tr... 🌐 Learn more about Nick and The Chartist here: https://www.thechartist.com.au/ #etfinvesting #etfstrategy #etfportfolio #selfwealth IMPORTANT DISCLAIMER: Selfwealth LIVE videos contain general financial advice only. That means the information has not taken into account your needs, goals or objectives, so you should not act on the information until you have spoken to a licensed and trusted financial planner. The Chartist Pty Ltd (ABN 40 641 323 051) is a corporate authorised representative (Car No. 1282007) of Shartru Wealth Management Pty Ltd ABN 46 158 536 871, AFSL 422409. This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website. The views expressed by Nick Radge (The Chartist) in this video are his own and do not necessarily reflect those of Selfwealth. SELFWEALTH DISCLAIMER SelfWealth Pty Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained in this video is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this video are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.