Core Insights - John Davi, founder and chief investment officer at Astoria Portfolio Advisors, discussed the firm's 15th annual report featuring ten ETF picks for 2026, emphasizing a constructive macro outlook driven by tax cuts, potential tariff cuts, and Federal Reserve rate cuts [1][2] Featured Portfolio Ideas - The iShares MSCI ACWI ex U.S. ETF (ACWX) is recommended for exposure to international equities, benefiting from a weaker dollar and attractive valuations, particularly in cyclical sectors like industrials and financials [3] - The PIMCO Multisector Bond Active ETF (PYLD), with over $10 billion in assets, is highlighted for its active management approach, outperforming the Aggregate Bond Index by 12% since its launch in July 2023 [4] - The SPDR Bridgewater All Weather ETF (ALLW), which has $700 million in assets, employs strategic asset allocation across four economic quadrants and operates with approximately 40% lower risk than the S&P 500 [5] - The Calamos Auto Callable Income ETF (CAIE), now over $500 million in assets, focuses on defined outcomes in a non-linear risk environment by selling low downside puts to generate yield [6] - The Bitwise 10 Crypto Index ETF (BITW) is included as a means to protect purchasing power against inflation, advocating a buy-and-hold strategy rather than tactical trading [7]