CGDV
Capital Group Dividend Value ETF
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CGDV and SCHD pair well together. Both dividend ETFs but weighted in different sectors from each other so if one drops the other usually has a gain. These ETFs are for the dividends though . Someone said not to focus on dividend at your age but I believe the opposite. Younger is perfect. Just make sure the dividends are reinvested back into itself and whether the price goes up or down or stagnant you still get the growth through dividend reinvesting.
Tech stocks have been doing well for years even before AI hype for other reasons. Innovation has been rapid in this sector. It’s worth investing in long term even with a bubble burst. Consider 25% QQQM 25% CGDV 25% AVMV 25% AVNV.
FXAIX is a great choice. If you want to replace SCHD with a value ETF, look at CGDV or FDRR.
Invest it monthly into a low-cost growth fund like $SCHG, $SPMO, or go full hog on technology with $FTEC. At your age, put this in a Roth IRA (up to the yearly max); the rest in a brokerage account (Fidelity, Vanguard, etc.). IF you want to dabble in some dividend paying ETF's (that are also good growth vehicles), try $CGDV. Good luck!
To each their own, but I look at options more like long term investing. I sell secured puts and covered calls and buy to close if it makes sense, ie, contract already at 30-50% of full value in a short period of time like 1st week out of a month long contract, or suspect possible downside looking at RSI/Bollinger bands plus already made good profits. I look at buying call options more like gambling and would only do that with a very small portion and we had just experienced a huge drop, and I suspect that drop was an overreaction or we will recover by my expiration date, and even then prob wouldn't hold until expiration. SPLG for small account index trading, QQQM for medium, QQQ for larger. Honestly for small account though swing trading with shares outright has been more profitable. SPMO, CGDV, FTEC, idk your account size but if goal is growth, there's some great ETFs to DCA til it's big enough to Wheel QQQ, (im doing 1dte during overbought territory, 20Delta PUTS til assigned.) But good luck regardless. Still learning too.
I figure that’s what my ETFs are for, rather than individual equities. My big 4: SPHQ IGM CGDV FDVV Hedge: PPA RSPU
DCA into CGDV and SPMO. Become a member at seekingalpha they have a ton of brilliant analysts CGDV>VOO I would make it a core position.
CGDV. Only 50 selected stocks with growth and value blend. Beating S&P since inception in 2022.
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and at least maintain exposure to everything through something like VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are at a good price or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. If you think a hard landing is highly likely, that obviously has a huge impact as well. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |:-:|:-:|:-:|:-:|:-:|:-:|:-:| |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and maintain exposure to everything through VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are fairly priced or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: || || | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
American Funds are the mutual fund arm of Capital Group. They are a legit company and have been around awhile with good offerings. I have a decent part of my Roth in CGDV (which has beaten VOO recently). I don't think she necessarily should go through that advisor (who I am sure wants their percentage) but American Funds is not a scam or a bad group of funds.
Funds with a similar approach would include: DGRO, VIG, CGDV
I feel like I've noticed things like SCHG, VUG, etc. have been inching in the wrong direction since last week, while things like VTV, CGDV, and other value funds have been going up more. If I understand correctly, growth funds contain a large percentage in the tech sector, more than some other sectors, so I thought that correlated to individual tech stocks as well. I don't know what I'm doing and this could all just be in my head but I swear that's what it was looking like
I've tried many stock investment services and they all suck. Better off just buying actively managed ETFs like capital groups CGGR and CGDV if you want individual stock picking
Hi all! I’m looking for some advice. An investment manager who has been working with my family for forever recommended that I invest my funds ($59k) in the following: - SPY 25% - QQQ 25% -CGXU 10% - CGGR 10% - CGUS 10% - CGDV 10% - CGGO 10% I have two questions here: 1) My understanding is that those are all stocks (ETFs) and no bonds. Is that correct? 2) If so, should I take a portion of that money to invest in a bond ETF such as BND? Or should I go with the 3-fund portfolio instead of the recommendation above? Here is some additional information for more context: 37 years old - would love to retire around 55-60 but willing to wait until 65. No kids. Would be financially supporting my boyfriend but we are both fairly thrifty. Medium-high risk tolerance. $180k salary - includes bonus (I more than doubled my income at the end of last year). Own a home - currently have a 3.625% interest rate and low mortgage but will be selling and moving into a bigger (aka more expensive) home soon. Should have close to $200k from sale of current home to put into down payment of new home. Looking at price range of $500-600k (maaaaaybe 650 for the right home). Currently have $165k in CD and money market account (I’m currently holding it until I see what is needed for a new home and then will invest the extra). $73k in 401k and max out every year now, plus $15k in Roth. Please let me know if any additional information is needed and thank you in advance for your help!
I love the self-confidence. You should trade crypto or something. The good thing is even you are saying "usually" because you know it's not true across the board, but just for future references, here are 3 examples of actively managed ETFs that are beating their index after fees. JPEF DFUS CGDV What's absolutely hilarious is that bond investing is one area where actively managed funds and ETFs are generally more successful in beating their index than equities.
This is true. Mine recommends CGGR and CGDV for actively managed ETF’s. For growth funds he likes MS, GS, and rarely AF.