In this investment portfolio we have to get rid of a few underperforming etf $($max $3-5)$ and add $5$ new ETFs. While doing this anwswer the following below $--$I. Executive Summary

A$.$ A brief overview of the current investments in the donor$-$advised funds

B$.$ Key findings and recommendations

II$.$ Investment Philosophy and Strategy

A$.$ Fund objectives $($discuss the goal of a donor$-$advised fund$)$

B$.$ Asset allocation strategy

C$.$ Investment style $($e$.$g$.,$ value, growth, or blend$)$

D$.$ Benchmarks for performance evaluation

III. Economic and Market Analysis

A$.$ Current economic conditions and outlook

B$.$ Market trends and expectations

C$.$ Sector analysis

IV$.$ Portfolio Composition

A$.$ Current holdings and weightings

B$.$ Sector and asset class diversification

C$.$ Risk exposure and mitigation strategies

V$.$ Investment Research and Due Diligence

A$.$ Provide an overview of the Exchange Traded Fund$($s$)$ you are recommending

B$.$ Investment recommendations and justifications

C$.$ Should the investment be added to the portfolio and$/$or replace existing investments

D$.$ What is the three to five outlook for your investment?

VI$.$ Performance Evaluation

A$.$ Historical performance review

B$.$ Risk$-$adjusted performance measures $($e$.$g$.,$ Sharpe ratio, Treynor ratio$)$

C$.$ Benchmark comparison

VII. Trading and Rebalancing Strategies

A$.$ Rebalancing frequency and thresholds

B$.$ Transaction costs and tax considerations

VIII. Conclusion

A$.$ Summary of key findings and recommendations

B$.$ Future outlook and strategic direction for the fund