Assets › concentrated
VanEck Morningstar Wide Moat (MOAT)
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 12.0%
Annualised volatility 18.0%
Sleeve concentrated
Risk notes
~40-50 wide-moat quality names at reasonable valuations — the quality-value bridge. Lower drawdown than SMH/ARKK; can lag in speculative rallies. Cleanest concentrated pick for risk-adjusted return. Foreign-asset tax.
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