There are plenty of ways to build a portfolio, but I think exchange-traded funds (ETFs) can be one of the simplest starting points.
They offer diversification, access to different strategies, and a way to invest without needing to pick individual stocks. The key, in my view, is choosing funds that give exposure to ideas that can hold up over time.
Here are three BetaShares ETFs I think are worth considering this month.
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BetaShares Australian Quality ETF (ASX: AQLT)
The AQLT ETF focuses on a simple but powerful idea.
It invests in Australian shares that score highly on measures like return on equity, earnings stability, and low leverage. In other words, it is designed to capture businesses with strong fundamentals rather than just size or index weight.
What I like about this approach is the discipline it brings. Instead of owning the entire market, this BetaShares ETF tilts toward shares that have demonstrated an ability to generate consistent returns over time. That can be particularly useful in periods where investors are becoming more selective.
For me, the AQLT ETF is a way to add a quality filter to an Australian equity allocation without needing to pick individual stocks.
BetaShares Global Cash Flow Kings ETF (ASX: CFLO)
The CFLO ETF takes a different angle by focusing on shares that generate strong free cash flow.
Cash flow is often a key indicator of a company’s ability to reinvest in growth, pay dividends, or strengthen its balance sheet. By targeting this metric, the ETF looks to identify businesses that are not just growing, but doing so in a financially sustainable way.
What I like is how this complements other strategies. While some growth-focused investments rely heavily on future expectations, the CFLO ETF leans into what companies are generating today. That can add a level of resilience to a portfolio, particularly when market conditions become more uncertain.
It also provides global exposure, which helps diversify beyond the Australian market.
BetaShares Video Games and Esports ETF (ASX: GAME)
Lastly, the GAME ETF offers something a bit different.
It provides exposure to the global video game and esports industry, which continues to grow as digital entertainment becomes more embedded in everyday life.
What I find interesting here is the scale of the opportunity. Gaming is no longer a niche activity. It spans mobile, console, and online platforms, with a global audience that continues to expand.
The industry also benefits from recurring revenue models, such as in-game purchases and subscriptions.
Overall, this ETF offers a way to access that theme without needing to pick individual winners in a competitive and rapidly evolving space.
Foolish takeaway
ETFs can be a useful way to target specific investment ideas without relying on individual stock selection.
Each of these ETFs brings a different angle, and I think that combination can help build a more well-rounded portfolio over time.