Best US ETFs Mix for Portfolio

This topic is obviously a knockoff of slider77’s topic, but I would like to get a measure of interest in discussing US investments at Sharesight. The plan is to suggest a portfolio of about a dozen US ETFs each month for discussion based on the existing macroeconomic environment. The portfolios may contain ETFs of stocks, bonds, currencies, commodities, alternatives and cash equivalents. Each portfolio will be published prior to the month it will be implemented. All replies are welcomed, and critiques are encouraged.
July 2022 Portfolio: UUP 15%, VMNFX 15%, EDV 15%, MBB 15%, XLP 5%, TIP 10%, XLV 5%, LQD 5%, IJR 5%, XLU 5%, VCMDX 5%.
Post your favorite portfolio.

August 2022 Portfolio: UUP 15%, VMNFX 15%, EDV 15%, MBB 15%, XLP 5%, TIP 5%, XLV 5%, LQD 5%, BIL 20%.
Post your favorite portfolio here.

September 2022 Portfolio: UUP 15%, VMNFX 15%, DBC 15%, MBB 15%, XLE 5%, TIP 5%, GLD 5%, IJR 5%, BIL 20%.
Post your favorite portfolio here.

most people I see just mix together VAS + VGS (in Australia at least) with VGS including a lot of US exposure… or just VTS for S&P500

I prefer ETFs that cover specific sectors of the US market I want exposure to but aren’t well covered by stocks on the ASX, so FUEL and FOOD by BetaShares are the only two I hold currently :man_shrugging:

Thank you for your response. I hope to stimulate an ongoing conversation about asset allocation and portfolio construction with this topic. I’m curious to know if you have ready access to the symbols in my portfolio.

October 2022 Portfolio: UUP 15%, VMNFX 15%, DBC 15%, MBB 15%, TLT 15%, GLD 5%, TIP 5%, BIL 15%.
Post your favorite portfolio here.