- Healthcare $健康護理股ETF-Vanguard(VHT.US)$
- Software/Tech $資訊科技ETF-Vanguard(VGT.US)$
- Consumer Product $週期性消費品ETF-Vanguard(VCR.US)$
I base my portfolio allocation around these 3 sectors.
How do you think about allocation?

I just bought some VDC $非週期性消費品ETF-Vanguard(VDC.US)$ , or Vanguard Consumer Staples. Biggest holdings: P&G, Coke, Walmart, Pepsi, Costco, and a few tobacco companies. I'm not sure if you consider consumer defensive 'value.'
Also VCR $週期性消費品ETF-Vanguard(VCR.US)$ , but it is a bit too growth dominant (e.g., Amazon, Tesla). It has stuff like Home Depot, Lowes, Nike $耐克(NKE.US)$ , McDonalds, Target $塔吉特(TGT.US)$ . I think VDC is more recession proof, and VCR already overlaps with VTI.

$週期性消費品ETF-Vanguard(VCR.US)$ wow