IJS
iShares S&P Small-Cap 600 Value ETF
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Small Cap Value is out performing the market, and out-performed the market in the 1970s.
Small Cap Value is out performing the market, and out-performed the market in the 1970s.
Small Cap Value is out performing the market, and out-performed the market in the 1970s.
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No. Not around here. And to continue with this line of argument starts to expose you as a shorty. IJS
If the meme stock phenomenon has shown us anything, it's shown us that hype works. IJS
If you don't like the stock, don't buy it. But trying to frighten people off of it only shows how insecure you shorties really are. It doesn't help your cause. IJS
It’s because on average, human are dumb AF. So dumb that they aren’t resourceful either. The increase in incompetence also correlates to laziness. Couple that with the reach of social media and there’s an infinite pool of lazy idiots ready to give you their money in an effort to learn to cook with the recipe without understanding what the ingredients are. IJS. Idk, how you all don’t know the obvious 😂
I have VOO, IJS, and IUSV to keep a reasonable weight of small cap value stocks in my portfolio. Something like VTI, the weight seemed like it would make small caps meaningless. Where I struggled was the percent allocations to them, so I would like a suggestion for the change or source of why VTI has enough coverage. [Source](https://www.youtube.com/watch?v=2MVSsVi1_e4&ab_channel=BenFelix) I didn't run into anything good on picking bonds. I just knew that I wanted to keep it a low amount. Could you make a suggestion for direct swaps, and link a source for why short, non-corporate bonds are better that I can educate myself with?
Poor, backwards and dirty describes a lot of MAGA too. IJS.
Kinda sounds like the pot calling the kettle black. Real-world recent examples: U-f*cking-kraine Civil rights laws Voting rights laws Green card holders They US made a promise, trump went back on it. The US is doing this to your own people. At least China screwing outsiders. IJS
China 104% tariffs go into effect at midnight. IJS
I would inverse that play merely because MMs filled the order and intend to cover. While the current market seems bearish, $SPY hasn’t broken below its current trading range and is in fact moving upward on a bounce from the bottom of the range. February is seasonally a losing month, and the issue with this theory is that days with 1-2% movement in both directions happens every month. Thus, there truly is no indication that we are in a bearish trend, nor that the market is moving downward. All that has changed is there is more FEAR in the market. Nothing else. Moreover, OP has stated that they actively seek information that supports their reasoning to short the market, which presents a bias. I doubt that OP has tried to prove their theory by contradiction, therefore I take it as a grain of salt. If the trader had written the put (or even a call) then the theory may have some merit, but its more plausible that it’s a Delta-neutral hedge, not some random bet, and it definitely is no indicator that the market will fall. IJS.
think I'll start wheeling the value ETFs, IVE / IWS / IJS. feels like we hit a generational bottom in valuation spread against growth, and I'm pretty bullish on what AI can do for firms with lower current margins, whether through headcount reductions or more optimization elsewhere in the value chain. 
I like a mix of VOO, VGT, IJS, SCF, and EMXC, say like 35:35:15:10:5
I also had AVUV on the list. Would it make more sense to replace AVUV with IJS? So maybe something like VTI, SCHG, AVUV, FZILX?
I would forgo the moonshot in place of another ETF with exposure to something like * small-value (AVUV, IJS, VBR) * emerging market value (AVES, EVLU) * growth (QQQ, VGT, VUG) (tech isn’t really a proxy for growth but these are low cost index funds that include a lot of growth companies). I would also recommend higher allocations to VXUS due to lower relative valuations.
ITOT is better for diversification. IVV and VOO are OK but don't make it your entire portfolio. I prefer IVV though. Not a fan of Vanguard. XSMO doesn't provide enough diversification either as it's only 117 or so stocks. Also what momentum factors do they value? If you can't answer that, then stay away from that one too. IJR/ IJS or AVUV are better for small caps generally, especially small cap value. Even VB/VBR is an option that is better than XSMO.
Are you referring to long or short options because you mentioned both and it can’t be both? IJS. OTM options favor the seller anyway and no trader that buys options should ever buy them. IJS
The reason you’re having better luck with later DTE is because of Theta. 60 days is a lot of time. That doesn’t mean the option won’t eventually be worthless. It really depends on whether you’re taking profits when they arise or holding in the negative. Short term options yield the best results because it’s a better trade- the Greeks are higher and the premiums are cheaper- thus better results. The reason most traders are unsuccessful trading short-term DTEs is because they tend to be long directional traders. The best strategy for trading options is to trade momentum and volatility; whereas market makers defeat long option traders by trading volatility. IJS.
The Greeks are rolling numbers. They don’t stay the same. Not only does movement of the underlying change them but also time- for Delta Gamma and Theta. What happened is the trade went negative and all of your Greeks fell. The longer it stays negative the more difficult it is to get out of the red. What arguably happened here is once the trade went negative, as the underlying went upward, volatility also fell, which had a direct impact on value or price of the option(s), whereas although bidirectional, volatility inherently increases when prices fall. Buying cheap OTM options makes what happened here happen faster. IJS. Instances like this are why I trade volatility instead of direction when buying options and I only trade 0DTE. Later DTE is a suckers bet on the buying side, whereas it gives time for market makers to sweep the trade. LATER DTE options are designed for Institutional options sellers. Therefore, if you’re buying long options with later DTEs beyond 1DTE, IMO, you’re basically giving your money away. IJS.
But that’s exactly my point- there’s not much room for extrinsic value swinging against theta. Moreover, again, the price action of PYPL doesn’t support that it those kinds of gains are attainable. IJS.
Contract price, volatility, range, etc. All of that matters. Hypothetically speaking, it’s impossible to turn $200 to $42k swing trading cheap OTM options in 3 weeks dude. PYPL barely moves $1 daily. IJS. Just look at the chart. It may take a couple months or more just to get to $10k from $200 initial investment trading $PYPL. The starting investment doesn’t align with the timeframe and the end amount. Even if their trades were always ITM, it’s still not possible to make that much money trading a range of $1 move daily. Thats assuming every single thing aligned perfectly and that’s also assuming they virtually never lost a trade. That doesn’t even account for the time their swing trades went negative and the amount of theta lost to that, as well as the Vega loss. Etc.
ABORT! ABORT! ABORT! SELL! Here’s the deal that I believe many options traders fail to realize: THE GREEKS ARE ROLLING NUMBERS. As the price of the underlying increases so does DETLA and GAMMA until they get to 1. But the opposite happens when an option goes negative. What this means is that it takes more volatility and a larger price move to get out of the red the deeper the option goes negative, making it harder to do. Therefore, ANYTIME options go negative and volatility and momentum slows down ITS TIME TO SELL! DO NOT BELIEVE ANYONE that says you have time. YOU DON’T because as time decays so does Delta and Gamma and the longer you’re in the negative the higher Vegas has to be. It doesn’t matter what the DTE is, once an option goes negative, if it doesn’t turn around under the same momentum and volatility that turned it negative, it’s more than likely gonna end up worthless. IJS.
Profits are meant to be taken whenever provided. Meaning, as soon as an option produces profits it’s to be taken. Waiting a year and beyond just ensures it becomes a loser. The longer you hold any option, no matter the DTE, the more you are likely to lose. Options by design are meant to be traded on momentum and volatility. While it be possible to hold and produce a profit, again, not only the profit decreases because of time decay, but also because of a reduction in volatility (VEGA). Vega is something many “directional options traders” overlook- the fact that volatility also affects price. IJS.
The company’s fundamentals doesn’t decide whether a stock is a meme stock or not. Its popularity does. IJS.
Looking at the photo in the original OP confirms 0DTE is far better than later DTEs. It’s because if OP was trading 0DTE they would have taken those profits when they arose. Instead, they think they can make even more money. Then, next week or so the market tanks and the option goes negative and never recovers. They then either sell at a loss or hold it up to a 100% loss. It’s inevitable because buying later DTE almost always inherently brings on the trading psychology that they have time, when in fact they don’t. When in the negative they’ll keep holding up to a 100% loss because the illusion of having time to expiration causes it. Then every day the option is held it loses money and value. If people that trade later DTE took profits when they arise then trading them might be viable. But because of the illusion of having time to expiration, They’re sure to lose. When trading 0DTE, a trader knows time is of the essence and treats the option like a hot potato. All options should be treated as short-term trading instruments as they were intended to be, no matter the date to expiration. In sum, I would take profits and open another trade. Otherwise just because it expires two years from now doesn’t mean they can’t be at a 100% loss next week. IJS.
Lol. How are they in disagreement with each other when IV can be exploited by momentum and volatility trading 0DTE? If a trader is buying or selling 0DTE options, they’re trading on the daily volatility (momentum) of the underlying- in particular $SPY. You can’t day trade any underlying and not be trading on volatility because volume produces volatility and day traders inherently need volume- volatility. OAN: If you’re not considering the volatility of options (VEGA), then you’re neither considering the fair market value of an option nor the actual value of the option. I find it redundant to focus on how fast price can change (DELTA) without even considering the pricing of the option (VEGA) and whether you paid FMV. IJS.
That’s not what they said. IJS.
VIOV, IJS, or SLYV - all S&P 600 small cap value, the most concentrated within that segment you will find
Correction: for 99.9% of traders who don’t know what they’re doing. 0DTE is actually more profitable, less riskier, AND more successful than trading later DTEs Options outside of 0DTE almost guarantee a loss. Because once the option goes negative it takes even more of a price more just to break even. The longer an option stays negative the higher the chances are of a 100% loss. At least with 0DTE, you can immediately exit the trade and open another in the proper direction. When it comes to later DTEs that almost never happens because in the trader’s mind they have time. What inevitably happens is the trade becomes profitable but the trader thinks they can make even more money. Then the market reverses and the option goes red. Then by the time price has moved in favor of the trade it doesn’t matter because Theta has kicked in and diminished the value to such a degree, that it makes more sense to sell it at a loss than to keep going. For example: Many Robinhood traders are unaware that Robinhood sells their trades to institutional market makers. Meaning their own brokerage is literally betting against them. They attack weekly and monthly options and move the market in their favor. 0DTE aren’t necessarily safe either because the market will move opposite to those trades during intraday. For example: P/C for both $SPY & QQQ were extremely high (1.31 & 1.40). The entire market sentiment was bearish. Yet, this week, the market moved higher. I’ve made over $500k in just the past 3 months trading 0DTE opposite of the direction of retail traders. IJS.
Time is an illusion often illustrated through later DTEs. The lesson here is take profits when the market provides them. The people saying “average down; you have time,” share the delusion. No one can predict the future. However, it’s easier do draw plausible conclusions about the probable movement and momentum of current trends than it is for the distant future. IJS.
Your other responses on this post as of 2024-07-21 21:17 UTC. Barely any mention about other studies. Nothing about spreads. I apologize for not first checking to see that you're obviously a shitposting timewasting troll. Are you trying to get negative karma, or does it come naturally? Anyway, please GTFO and go F yourself or whatever you like to do to waste your time on your own. >[VolatilityVandel](https://www.reddit.com/user/VolatilityVandel/)OP•[2d ago](https://www.reddit.com/r/options/comments/1e7il6v/comment/le0wa1f/)•Edited 2d ago >The shortest decay is OTM. The issue is the chances of an OTM being ITM by expiration is extremely low. Thats why they’re so cheap and called lotto tickets. It’s best to close the position as soon as its profitable no matter when the DTE is. >Upvote17DownvoteReplyreplyAward0 awardsShareShare >[VolatilityVandel](https://www.reddit.com/user/VolatilityVandel/)OP•[2d ago](https://www.reddit.com/r/options/comments/1e7il6v/comment/le1awi4/) >That’s not what I mean. I mean as soon as it’s profitable. >Upvote-7DownvoteReplyreplyAward0 awardsShareShare > [VolatilityVandel](https://www.reddit.com/user/VolatilityVandel/)OP•[2d ago](https://www.reddit.com/r/options/comments/1e7il6v/comment/le0xg61/) >How can a person ignore information they’re in ignorance of? Your claim is there are good strategies with edge that aren’t public. Thats a bold assertion to say given you can’t prove that and my post has tangible evidence to support it. IJS. >Upvote-8DownvoteReplyreplyAward0 awardsShareShare > [VolatilityVandel](https://www.reddit.com/user/VolatilityVandel/)OP•[2d ago](https://www.reddit.com/r/options/comments/1e7il6v/comment/le10bqj/) >LMAO! There’s a limit on strategies that can be traded with options. Even algo trading is based on the same strategies. >If you believe institutions have some secret trading strategy that only they know, you’re just naive. The reason institutions win and retailers lose has absolutely nothing to do with strategy and everything to do with resources, risk management and assessment and discipline. They’re simply better at it. You don’t think large investment firms conduct their own research and development? Lol. You mean to tell me of all the retired investment professionals that have written tons of books on the subject have all omitted the secret strategy to trading? LMAO! 🤣 >THERE IS NO SECRET TO TRADING! 😂 >Upvote-16DownvoteReplyreplyAward0 awardsShareShare
How can a person ignore information they’re in ignorance of? Your claim is there are good strategies with edge that aren’t public. Thats a bold assertion to say given you can’t prove that and my post has tangible evidence to support it. IJS.
I just love it when regards trade on feelings. Be prepared to work at Wendy’s to pay your Dad back the money you’ll lose. Telsa is not gaining market share- it’s losing it. Their run is over and as more AI technologies and EVs emerge, it will become even more increasingly difficult for Tesla to remain dominant in the space. IDK why people think Robotaxi is groundbreaking when Waymo has been doing it for years now. Yet investors think it’s a new breakthrough. Lol. What makes Tesla dominant is their production capabilities, but what will happen when other companies such as Ford and others catch up and match the production of Tesla. As the world moves closer to 100% EV production, Tesla will continue to lose market share. IJS. The meme stock craze of Tesla can only take it so far. Moreover, the stock still hasn’t recovered from April 2022- Jan 2023 when the stock dropped $200. It’s barely over 50% recovery. What could possibly make Tesla’s stock rise significantly in the next 5 years with all of the emerging competition? Serious question.
I disagree. You’re arguably referring to average retail traders and IMO they’re in a league of their own. Professional and more experienced traders know better than to trade with using TA as the primary tool for entries and exits. Experience traders trade overflow and depth of market and use active price action the price ladder to enter and exit trades, not the historical record of charts. Doing so will result in more than a 5 second delay because 1min Timeframes and beyond are used. By the time a TA trader enters a trade I’ll be preparing to exit for the day. Even if a trader is using a platform that is connected directly to the exchange the trades are still sent through a broker. TA traders are neither the most successful nor profitable- DOM, footprint, Level 2 and tape reading traders are. IJS. The issue is when it comes to trading education, TA trading is what is predominantly taught. When we critique something do we measure it by the standard or by the averages? I prefer the standard. If 1-10 out of 100 traders are consistently profitable, none of the 10 are TA traders.
Came to say similar: 2 hours is the limit on how long one should be holding a 0DTE. Lol. People find 0DTE difficult to trade but in actually trading options with later DTEs are more difficult to be successful- Because no one can predict the future and the longer you hold any position the riskier it is. For example: If my 0DTE doesn’t go in the direction I intend I can easily exit the trade at a small loss; but when it comes to later DTEs, traders tend to hold them when the position is down because they believe they have time for it to turn around; except the Greeks are 3x higher or more in the opposite direction of a trade and it takes more volatility and volume, and a higher price just to break even. For every day the trade doesn’t turn around the harder it is for it to even do so. Both require near perfect entry timing, but because 0DTEs have theta running, it causes the trader to form the habit of exiting as soon as they’re profitable, instead of holding the option too long and not taking profits when the trade is profitable- because one believes they have enough time to squeeze out more profit. I also prefer 0DTE over others because Greeks are better ITM. For the amount of time it will take to turn a profit on a later DTE, if it isn’t profitable immediately or shortly after entry, a trader could have had that capital available for other trades. Otherwise, if it’s profitable shortly after entry it would have been more equitable to purchase a 0DTE. When traded properly, studies have shown 0DTE trading to not only to be more profitable than later DTEs but also more successful. The reason traders generally don’t like them is because they treat 0DTEs as if they expire later than they do- they get down in the trade and instead of setting a stop loss or exiting immediately, they hold seeking a reversal; and by the time they realize it’s not gonna happen Theta has ripped through the trade and reduced it to $0.01. IJS
I would definitely take profits or roll a portion into another position. That 30% you’re holding onto, I made 100x over scalping options. Whereas a 30% move for me is just a 30 cent move in price. Which happens daily. But I’m not buying and holding either. Buy and Hold is essentially dinosaur trading in the modern age. IJS.
The issue lies in the long-term. I trade $SPY and $QQQ daily. Let’s say you’re holding Tesla. I can profit from Tesla’s gains because the tech holdings in each is heavily weighted (1/3 for SPY;1/2 for QQ), and have other tech stocks to counterbalance the volatility of of Tesla’s aggressive pullbacks. There will be more days my gains will be higher on average than yours trading one specific stock. IJS. The weighted balance of ETFs is their benefit- it reduces risk to a degree.
I trade $QQQ and $SPY 0DTE daily. But I agree. It’s all about getting the direction correctly and closing the trade before lunch. Learn to read candlestick patterns. It helps if you’re not a DOM trader. I agree with the perceived pattern of $SPY, whereas I’ve observed it myself (Elliot), and markets at cyclical. I would recommend more screen time. The more you watch, the more you will discover. The last two days were easy to call for me because I monitor $NQ and $ES during the night. That way there’s a continuous pattern for me to follow after aftermarket hours until premarket, when $NQ rebalances with $NDX & $QQQ. For example, for the past two days the price was driven up to $500 (QQQ) during premarket, yesterday buyers drove the price from 500 to record levels. When buying exhausted the price fell to newly created levels. Then the price rose back up during after-hours. This time buyers could not sustain the high and sellers immediate began taking profits and took total control. I use $QQQ as an example because it applies to $SPY. The weight of tech in $SPY is 31%. Having the most weight it has controlling influence over its price action. The weight of tech in $QQQ is 51%. Therefore I monitor $QQQ ($NQ depending on the time) because $SPY’s price action will align with the tech sector because its price action is shaped by tech stocks. At first I monitored the stocks themselves but found it much simpler to monitor $QQQ. $QQQ tells me which direction $SPY is going. Therefore I trade both- $QQQ for range and $SPY for balance. There are many other factors involved and too lengthy to type. IJS.
THIS is the reason OTM options are considered lottery tickets and why I trade 0DTE. Short-term outcomes are more predictable than long-term. IJS.
I disagree. The majority of experienced traders have difficulty selecting the direction of a trend. They should only trade them if they understand them. IMO, that's the proper answer. IJS.
Be careful with those puts. I tried the last quarterly earnings and although $TSLA missed earnings it hit the record high of 2024. Elon is good at selling the BS. He talked about robots and self driving taxis and nobody cared about the missed earnings. IJS
I realized you stated that after commenting and reading more comments. If you’re willing to blindly trade options you’re willing to take on high risk anyway. You’re obviously confident in the direction of the stock. I can’t fathom why you see trading the leveraged versions as too risky when you’re willing to gamble $400k on a stock option. 🥴 IJS. Make it make sense. I mean, you’re planning to go fully blown idiot anyway. Why not do it at x6 the incompetence?
Yea, let’s bet the bus fare too since we’re gambling! Lol.👍🏼 The $200 won’t turn their loss around and opening another position as a revenge trade to a loss is not good advice, IMO. Obviously it was a bad trade altogether- No stop limits; long DTE; and most importantly, a bad prediction of which way the market was trending. I see quite often in these subs, traders diss scalpers and traders that trade 0DTEs, but this is a good example of why day trading may be greater than swing trading or investing. No one can predict the future movement of the market and when it comes to options, or any security for that matter, the longer you hold it, the greater the risk. It’s better to be in a trade a few seconds, 50 times a day, than to hold for long periods believing you can see into the future. IJS.
Who buys puts in a buyers market?!? 👀 As someone that’s had great success buying puts, I’ve had even more success buying $SPY calls lately. If a trader is buying puts on $SPY they’re arguably losing right now, especially today. IJS. It’s asinine AF to go against the headwind of the overall market, when tech stocks have been blowing up through the roof. IJS.
I just want to append to my reply and address Apple stock specifically because it was said: “AAPL doesn’t usually move that much. Even if it drops you’re not likely to make much. There are much better plays to make money.” Except Apple has had recent events and news associated to it which makes it a “stock in play.” Thus, Apple has had more volume and as a result, more movement in price action. IJS.
I never said my “strategy” was “better.” I was merely pointing out that my returns are higher with far less risk. In the realm of options there’s a plethora of options strategies where the risk is limited to the premium and the reward is infinite. Then there are those that are opposite to that. In other trading subs, I’ve observed a lot of options traders have various “options strategies” with multiple legs attached, but their returns are nominal and IMO fruitless endeavors. Nonetheless, I trade single calls and puts, and sometimes verticals although I’m not a fan of multiple legs because IMO, if you have to straddle or strangle a trade then the trade was bad from the beginning. Spreads limit profits, therefore I limit my spreads. When any trader enters a trade they make a prediction of which direction they believe the underlying is going to trend towards. To spread an option afterwards means the trader got it wrong and tries to reduce losses- and while that’s a not a bad thing, the situation arose from a bad play. No offense and no disrespect intended, but my cognition is that options traders that apply strategies that limit profits but accept infinite risk are gamblers. The same applies to those that straddle or strangle every trade. IMO, that’s not trading at all. That’s just throwing money into the market and praying it doesn’t blow up because it’s it takes no skill whatsoever to straddle and strangle. IJS.
IBKR has its benefits but that’s in low fees, direct access, international trading, providing an options chain and allowing any Joe Blow to trade options. That’s what makes it appealing. Insofar as the trading interface, it lacks. All brokerages have strengths and weakness in that regard. However, there’s no one-size-fits-all platform for options traders among the top brokers. Because of that, by far the best platform for trading options would be Trade Station. Then WeBull, TastyTrades and Schwab, and finally, IBKR. It’s not a matter of my opinion nor personal preference. It’s a matter of due diligence and learning the features and test driving all of the platforms to examine how they perform. I made an assessment based existing knowledge and information, as well as my own anecdotal experiences with each platform. 1. IBKR is known for having desktop crashing issues. It’s actually a quite common experience for many IBKR users, and for myself. 2. Think or Swim has long been the standard platform for trading options because of its interface and features. 3. Trade Station has all of the benefits of IBKR but also lacks with its interface. 4. WeBull is now the more popular platform to trade options on because of its ease of use. But lacks direct access. 5. TastyTrades is also popular because they have the fastest ACH transactions, they offer an options chain, and it’s fairly simple to use. But its interface and charting capabilities and lack significantly. 6. Schwab’s sole benefit is TOS, other than that, no one would be trading options with them. I have accounts with all of those brokers. I only trade options on WeBull and use TradingView for charting. 🤷♂️ Admittedly, Trade Station is the best for options because of direct access. But WeBull’s interface is better than all combined, except for TOS. IJS.
IBKR’s apps suck; they’re pure trash and known for constant crashing. Interface is also ass. The charts and interface of IBKR are no where related to what’s good about them. IJS
1. Never trade options without understanding how they work. 2. No advice is good if you don’t understand options. 3. If you don’t understand completely, you’re basically a high-risk gambler until you do. IJS.
Not to the degree of the obvious loss in quality. You don’t have to believe me, although I have a plethora of experience in this area. If you think it’s real that’s your choice. But I know for a fact how to spot fake documents and photos online and I’d bet my life every single photo that bears the characteristics of the photo in the OP is FAKE! IJS. It’s crazy how people that have never made a fake document in their life are so skeptical about the authenticity of obvious fakes. 😂IJS
The photo is 100% FAKE! 😂 Here’s a hint in the future to spot these: Every time a photo is copied it loses pixels and quality. An easy way to spot this is the fading and blurring around lettering. A photo taken directly from one’s phone will be far more crisp and clear than the photo in the post. IJS
when looking at the entire universe of mutual funds or ETFs, 25 basis points is not a high fee. 25 basis points is high only relative to index funds. 25 is not bad, particularly for active management. just FYI the Avantis ETFs are 100% actively managed. they are not indexes or semi-passive rule-based ETFs. if you want a cheaper small cap value ETF, there are options. the S&P 600 value ETF VIOV is .15 from Vanguard or IJS is .18 from iShares. VTVW is the Russell 2000 value from Vanguard, also 15 basis points. when looking at everything, fees above about 50 basis points are generally considered excessive or expensive.
SPY has a total return for the past 20 years of 555%. IJS has a total return for the past 20 years of 381%. SPY has a total return for the past 10 years of 231%. IJS has a total return for the past 10 years of 100%. SPY has a total return for the past 5 years of 92%. IJS has a total return for the past 5 years of 36%. SPY has a total return for the past 3 years of +30%. IJS has a total return for the past 3 years of -2%. SPY has a total return year to date of +8%. IJS has a total return year to date of -7%.
Buy Small cap 600 value. IJS. Thank me in 20 years
I am not recommending any of these, but almost all the replies I've read are other stock funds. If you want diversification you should also consider Real estate investments, O is an example, it bonds. Again recent history disfavors these investments, but you asked. I used have IJS and IJT (small cap value and growth funds), but rolled them into SPY due to long term, 5+years, under performance. Past performance blah, blah, blah ... your results may differ Good luck 🍀
I think VIOV is smaller and more valuey, though doesn't have near the volume as VBR and slightly fewer holdings. IJS follows the same index and has way more volume. VBR's done quite a bit better recently though, just because it isn't as small or valuey. But AVUV is the best of the bunch so far. I converted to that in my taxable account but wish I'd have done it in all my tax-advantage accounts too.
Pick the Vanguard series. Do 80% VTI and 20% VXUS. That is 80% U.S. total stock market and 20% total international stock market. That is it. Do that until about 10 years to retirement. Just make sure you have 6months of cash for an emergency fund if you are going to be 100% stocks. That is all you need. If you are looking for one more? Maybe add a U.S. small cap value to take adv. of the small and value premium. Take that from the 80%. So then it would be 70/10/20. Vanguard has one a couple. I think its best is VIOV. But I use IJS only because I started investing back in 2007 and it was around at that time and still serviceable even now. You don't need any more. Keep in simple.
Three types of funds that would pair well with an SP500 fund would include 1) International. There have been long periods where international has beaten the US. If you don’t like international that’s okay too I guess. 2) Small cap. Historically small cap stocks have outgrown large cap stocks. Look at the ibbotsen chart. Some people who have attached their personality to the SP500 will downvote this but they are wrong. Small cap blend funds would include: IJR, VB, IWM, VXF. Small cap value funds would include: IJS, CALF, AVUV, VBR. 3) Value. The SP500 rides the line between large cap blend and large cap growth. Now, just any value fund won’t do. Check out DFAC from Dimensional. They use a factor based model to over/underweight different stocks. Another option would be FNDB which uses a slightly different set of factors but will generally achieve a similar result.
If you're itching to stock pick, perhaps allocate 5% of your total portfolio for gambling. Other common asset styles to mix with US large-cap blend is International blend and/or US small-cap value. So that would be something like VXUS (VTIAX), IXUS, etc, for International stock exposure and AVUV, VIOV, SLYV, IJS, etc, for US small-cap value.
If you want a small cap blend then IJR or VB are two decent default options. For small cap value consider FNDA, CALF, AVUV, IJS. If you want to defer all of your gains then ETFs are more useful. If you want to take advantage of tax-loss harvesting then SMAs are more useful.
What do you think about ETFs IJS vs IWM? Seems like small cap value 600 value are better companies and the ETF historically provides a much better return.
A drawback of small/mid-cap ETFs that I think is underappreciated is that high-flying companies will outgrow their category move to mid/large cap, leaving you out on their explosive growth after the funds sell. While the diversification benefit of these ETFs likely outweighs this risk, if you're you're willing to do some extra work, may want to consider looking at the fact sheets and seeing some of the holdings of your favorite SCV funds, do a bit of extra research, and buying 10-20 of those shares. I realize this requires extra work and monitoring, but something I've done in my roth, which has outperformed my IJS.
If anyone is paying $5 to learn about call options. I can safely say they shouldn't be dabbling in call options. IJS
Get a 1/3 ITOT, 1/3 IJS, and 1/3 IUSV. Now enjoy the 10-12% yearly gainz while doing nothing. Get rich slow strat.
Awesome! Your all uphill from here it seems. (Even though there’s a valley right next to a chasm you could still fall into. IJS😅)
I'm up 30% this year, but I'm very tempted to sell off 90% of my single stock holdings and throw into VUG/IJS 50/50 split. Less hassle, I'll still keep my single holdings but the two balls I hold atm aren't crystal.
> VUG/IJS invest in worldwide diversified etfs and assets
How crazy does 50/50 on VUG/IJS make me?
How crazy does 50/50 on VUG/IJS make me?
Is it a silly idea that I dca into my ETFs in both my GIA and tax adv S&S ISA? I allocate 30% of my pay (got paid today), to investing. Without fail I dca a particular amount into my ETFs in both accounts (GIA - VUG/IJS & S&S ISA - R1GR/USML). Then throughout the month, depending on my indicators, I'll dca roughly the same into my single stocks / Crypto if the charts look okay, if they look terrible, I ignore the signal. My single stocks once I hit my price target, I sell 1/3 and park it into the GIA ETFs. Rather keep my money working for me and not hold a bag, reduces my risk also. At the end of the month, any left over money, I just dump the whole remaining amount into the S&S ISA. I get paid today since Saturday is a weekend (30th). I dumped 90% (that's what was left over) of my allocated money into S&S ISA. Only had 1 single stock buy this month and reinvested dividends.
Is it a silly idea that I dca into my ETFs in both my GIA and tax adv S&S ISA? I allocate 30% of my pay (got paid today), to investing. Without fail I dca a particular amount into my ETFs in both accounts (GIA - VUG/IJS & S&S ISA - R1GR/USML). Then throughout the month, depending on my indicators, I'll dca roughly the same into my single stocks / Crypto if the charts look okay, if they look terrible, I ignore the signal. At the end of the month, any left over money, I just dump the whole remaining amount into the S&S ISA. I get paid today since Saturday is a weekend (30th). I dumped 90% (that's what was left over) of my allocated money into S&S ISA. Only had 1 single stock buy this month and reinvested dividends.
Explain this then: https://www.google.com/finance/quote/IJS:NYSEARCA?comparison=NYSEARCA%3AIVV&window=MAX
Your revised portfolio allocation consists of a mix of growth-oriented stocks and ETFs. The portfolio includes holdings such as Vanguard Growth ETF (VUG), iShares S&P Small-Cap 600 Value ETF (IJS), Tesla Inc. (TSLA), Berkshire Hathaway Inc. Class B (BRK.B), Coca-Cola Company (KO), Nvidia Corp (NVDA), Apple Inc. (AAPL), and others. Your strategy of selling 1/3 of your holdings and investing in ETFs when your price target is hit can help maintain a balanced portfolio. It's important to conduct thorough research, consider your investment goals and risk tolerance, and regularly review and adjust your portfolio accordingly. - TSLA: Hold. Expect short-term volatility, but the algorithm predicts an overall upward trend in the coming days. Hold your position and monitor closely for potential buying opportunities during any dips. - KO: Hold. The algorithm predicts a short-term upward movement for KO. Monitor the stock for potential selling opportunities when it reaches your price target. - NVDA: Hold. Expect short-term volatility, but the algorithm predicts an overall upward trend in the coming days. Hold your position and monitor closely for potential buying opportunities during any dips. - AAPL: Hold. Expect short-term volatility, but the algorithm predicts an overall upward trend in the coming days. Hold your position and monitor closely for potential buying opportunities during any dips. etc.. Source: Incite Advisor - inciteai.com
Going back to this, are there any real pros to keeps IJS other than, what if?
Am I crazy going 50/50 on VUG/IJS?
Looking back at past performance, VUG has been less volatile than IJS when market events happen, such as '08 and '20. So I could see them working as a pair to play off of each other. Over the past year 15 years IJS has yielded 8.51% and VUG 12.64%. Meanwhile SPY has yielded 10.93% in that same time period. So with those numbers you could also make an argument of just going all in on VUG.
On a scale of 1 to you're an absolute crackhead. How crazy is a 50/50 split on VUG/IJS? Takes up 34% of the portfolio. The other account is straight 50/50 but Russell 1000 large growth instead of SP500.
Thank you! I think maybe I'll go with IJS.
I'm not familiar with IWN, looking at it on Morning Star it seems very similar. It looks like it is just following a different SCV index (Russell 2000 vs SP 600 value), so I guess you are getting more stocks with IWN. Should be fine? I did a quick backtest comparing IJS vs IWN and IJS has a slightly higher CAGR since 2002, so it seems like the funds the follow the SP600 small cap value index perform a tad better.
IJS is a great small cap value fund. It is a passive index fund in comparison to AVUV which technically is actively managed but really is just a passive fund with a couple more filters on it. All that said, IJS is a great choice and actually would closely follow the SCV fund I used in my backtest. VIOV is another good SCV fund too, if you want Vanguard.
Oh, also, one of my brokers only has IJS for small cap, but the holdings are completely different. Not sure if it's a good alternative.
IJS i wish I can buy puts
Both personally and professionally I’ll weight according to long run index weightings. That way I’m not rebalancing my portfolios as frequently while still approximately benefiting from the market trend. For example if you wanted to approximate the long run Russell 3000 weighting for small, mid, and large companies you could have a domestic portfolio like: 36% IVE - Large Value 36% IVW - Large Growth 9% IJJ - Mid Value 9% IJK - Mid Growth 5% IJS - Small Value 5% IJT - Small Growth Combine international and fixed income to arrive at (60/40 portfolio for example): 15.12% IVE - Large Value 15.12% IVW - Large Growth 3.78% IJJ - Mid Value 3.78% IJK - Mid Growth 2.10% IJS - Small Value 2.10% IJT - Small Growth 18% ACWX - Developed International/EM 40% AGG - US Fixed Income
Happy to give a suggestion. One thing to note if you’re going the passive route is the index construction methodologies. Depending on the benchmark index underneath the fund it can determine the exposure you have to certain market components. For example, the S&P benchmark indices have an underlying profitability requirement for inclusion that acts as a quality filter on companies. Compare this to an index like the Russell 3000 which does not have that same requirement and holdings can differ somewhat significantly. Domestic ETFs for consideration: Large Value - IVE Large Growth - IVW Mid Value - IJJ Mid Growth - IJK Small Value - IJS Small Growth - IJT International and emerging market equities in an ETF wrapper are harder to find value/growth passive options that encapsulate a great degree of the universe so it’s likely best to go with an MSCI World Ex US product here (ACWX). Fixed income, unless you have a tangible opinion on yield curve shape, duration, and convexity, can arguably be achieved best passively through US Aggregate exposure (AGG). Active funds are a similar thought process, just requires manager due diligence and comfort with portfolio managers theses and strategies underlying the investment shop.
> FXAIX A small cap value fund - factor geeks like me would say AVUV but indexes like IJS/VIOV/VBR works as well. AVUV is back to all time high today btw for some reason while the Russell 2000 still has a long way to go.
Or just maybe the alien that is controlling his movements are chambered in his chest belly n turn causing him to look pale af n a tiny bit tubby. IJS
E\*Trade is very underrated. Their major issue are the mediocre customer service and some system issues every few months. My cousin has it complains about them every few months. Other than that, they are loaded with perks. \- Low expense ratio Vanguard, Schwab, and recently Fidelity index mutual funds for IRAs. \- Fractional shares for the top 100 ETFs via their automatic investing program. Example: VTI, SCHB, VOO, IVV, SCHG, VUG, IJS, or VXUS. \- DRIP with a good dividend tracker. \- Free trades for stocks. \- Discounts on options trades. \- Custodial accounts for kids. \- A good savings account.
I bought in 2021 around the top, I just got lucky and was able to bargain. My 401k is thankfully a boring/safe large cap fund. My IRA’s were up for years trading IJS, which was my second best investment decision. But then I started getting sloppy.
Small cap value, IJS, have a good long-term track record. No growth expected, but stability and dividends. For growth, you are better off with large cap growth ETFs (SCHG or VUG) or index mutual funds (VIGAX, FSPGX, or SWLGX). As you mentioned, sucessful companies leave Small cap growth funds and end in large cap growth funds. Thus, large cap has outperformed the the S&P 500 over a rolling 20 and 40 year period. You can back test this on portfolio visualizer to verify.
My understanding is that the average investor is using broad based index funds like VTI that are market cap weighted. The SC portion would only represent maybe 2%. Of which half or more would be SCG. By tilting SCV with funds like IJS AVUV RWJ etc..we can specifically target an otherwise misrepresented sector.
There's a lot of overlap between these two funds, no? If you want somewhat non-correlated stock funds I'd say VUG and VIOV/AVUV/IJS would be better.
If thats ROBINHOOD id encourage to read upon whats going on with the brokerage.. IJS
Why do people buy the rallies and not the lows? This is how they get people to bag hold IJS Be greedy when other are fearful, I’d buy when the market was bleeding on me.
Lmao. IJS you only get to do it once. (Ideally)
50% ITOT 20% IEMG 10% EFA 10% VTV 10% IJS value tilt and international diversification. Set it and forget it.
I want to add an SCV tilt to my portfolio - I'm stuck between IJS and ISCV. The former looks like it outperforms over time, but is less diversified and higher cost. Any thoughts?
I'm lazy. I have 5 funds, and just roll with that. 50% ITOT for broad exposure, 20% EFA for developed markets ex-USA. 10% IJS for small cap, 10% for IEMG for emerging markets, and 10% for VTV to small cap value. I've proven to myself that I'm garbage at picking stocks, like most individual investors and so I just buy everything.
If you are that young.....i would put at least 50% of your money in small caps or mid cap ETFS. Your choice of small cap etfs is unlimited. But a couple i like are IJS IWN SLYV and AVUV. for mid caps i like VOE. If i were 25 and know what i know now i would go a % into each of those to spread your risk while getting a huge mix of great small companies. Justification statement - The top earners were almost all small cap companies many years ago and small caps grow up to be big companies. If you put your hard earned money in amazon or apple you are buying something that already grew up from the time you were born until now those companies have been turning from small caps to mid caps to the largest corporations on earth. They are already the largest corporations on earth! They might do enough to maintain their stock price or even double in time. But they are already priced for growth. I think you will be very happy with returns on small and mid caps compared to going heavy in only the sp500 or vti type wide market swath fund. I wish you best of luck no matter what you choose and its great that you are getting started so early! By the way - almost as important as what funds you choose - is also making sure you out them into the right type of account (if you are saving this for retirement start a tax advantaged account like an IRA) if you just out them in a taxable brokerage - its still great to have them and make money long term. But you will be paying taxes on dividends and any sell activities. In a tax advantaged account....less taxes but you cant withdraw the money except in certain situations. (In a roth you can withdraw your initial investment with no fee but you must leave your gains in the account for the long haul) just be sure to do the research and understand the pros and cons of different types if accounts. Thats one thing i didnt know about when i started and the tax man got me good that year.