IMCG
iShares Morningstar Mid-Cap Growth ETF
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What say y'all for how to best capitalize? I thankfully have money sitting around and will put some extra in now. My portfolio is VOO/VXUS/IMCG/AVUV/BND(x). VOO seems to have the biggest % dip. Debating putting a good amount into just that, but would it smarter to just do my standard weighted spread aside from towards bonds. Generally around 50/18/9/15 for those or around there from what I remember. Sad I put most of my bonus in last month. I had a feeling, but tried to follow the adage that time in market is always better than timing the market... though I feel like that is accurate for all times of the year outside of September - November when I always seem to miss the nicer dip (sale) :(.
Any advice for 37M on breakdown of contributions? I tried to do a bunch of reading when I finally started actually working 1.5 years ago. It seemed that a diversified set it and forget strategy would be best. I did a bunch of reading on here and read the Tony Robbins book and some other beginner investing book. Currently my allotments every 2 weeks (or when I have extra cash to throw in I break it down to same ratio) is 62% towards VOO, 11% towards both AVUV and IMCG, 8% towards VXUS, and 4% towards both BND & BNDX. I feel like I have early onset Alzheimer's so I don't remember rationale for everything. My biggest question is the bond allocation. It's small overall, but 8% of my contributions. Since opening my account BND/BNX haven't grown, which I understand is normal. In one of the books I read I recall them saying how important bonds can be to offset volatile markets, even in earlier career investing. However, I'm starting to feel the nonimal returns from dividends when I'm not putting a significant chunk towards them probably isn't worth the opportunity cost of putting that money towards an S&P tracker. My goal is to to be able to "FIRE" in 7ish year. Fortunate to be able to put away 6 figures annually, but don't want it to all be for naught because of dumb strategy. Spoke with a Fidelity consultant and they basically said great job and consider one of their annuities for further investment opportunity :/. Thoughts?
You’re probably 22-ish now? I would start buying index funds like VOO, SPY, IMCG, SPYG. You’re young enough that you can build a really strong foundation and then start branching out your investments in to riskier things. Just my thoughts. The important thing is that you start investing now while your still in your 20s so that your money has time to grow and compound
No. Oddly IMCG, mid-cap growth, has a higher PE than SPY. Surprisingly. Maybe SPY is undervalued after all!
If you really thought that, you could grab some BTAL which could go up as markets drift down. That would help protect capital. But I wouldn’t own too much of it. Accumulating, I’d probably go 45% large cap growth or S&P500, 45% small cap value. The rest GLDM or BTAL. Actually I might skip or reduce the 500 bubble and go with something mid cap growthy like IMCG or IWP.
Ended up doing 55% VOO, 15% AVUV, 10% IMCG & 20% international ETF. Thanks
Bro, you gotta dump IMCG. XMHQ is already basically a midcap growth fund. Being a "quality" is such a marketing term. Every "quality" factor is different for each fund manager. Typically, the core underpinning is some application of a profitability screen and a treatment of "intangibles", such as how the RAFI index would account for them (brand moats, IP, regulatory environment, ceo gravitas, etc). Average p/b is still really high on XMHQ like it is on IMCG (better to have a lower p/b if youre targeting higher stock returns), but IMCG is just a shitty idea no matter what considering the opportunity cost. If you buy into this quality factors concoction, keep it, tilting to gross profitability should improve portfolio returns under the CAPM, but just a growth fund like IMCG sugg bowls.
Naw. Throw some IMCG in there, too. Diversification is key. Plus, Mid cap-growth has demolished S&P 500 over the past 20 years anyway. Shoot, throw in some VIOO while you're at it.
I did. Here is how I invested. I want to show later why allocation matters. $GLD 7.5% $IMCG 20% $IUSG 15% $QQQ 25% REZ 7.5% $URTH 25%
I recently switched my Edward Jones Roth over to my own Fidelity Roth (tired of paying the fees for a measly return anyway). I am 37, so I am still willing to take a decent amount of risk and let it "ride" for quite some time. I also have a 403b through my employer that is pretty aggressive. Here is what I have put together for my monthly contributions. I know there is clearly overlap in spots. Does this seem reasonable for the next minimum 10 years? VOO 30%, VUG 15%, VTI 10%, VGT 15%, VIG 7%, SCHD 8%, VT 5%, IMCG 5%, and BND 5%
Looking for feedback on my Portfolio Hey - First time poster. Going to come into some cash and plan on spreading it across some low cost etf index funds in a taxable account. Some notes: I am 20 plus years away from retirement so my thought is to stay away from bonds for now and instead invest in Dividend fund (SCHD) for fixed income + stock appreciation. Then move into bonds over time and increase allocation to dividend funds. I thought about an international index but wary of the tax on international dividends and feel like US market might be diverse enough but open to hear thoughts. First time handling this outside of my 401k so just looking for some feedback, thoughts from the community. Thanks! IVV (S&P) - 40% allocation QQQ (Nasdaq) - 20% allocation IMCG (US Mid Cap) - 20% allocation SCHD (DOW 100 Div) - 20% allocation
At your bank, open a new 12k account and name it… “my emergency fund (And definitely not a savings/spending account).” Then put… 5k in $IVW 2k in $IMCG 2k in $VIOG 1kin $FXTL 1k in $DAPP 1k in AIQ 1k in $TECB And don’t mess with it for two years. You’ll know enough by then to tweak. *Not financial advice because that’s illegal. Only my two cents.
Ok, without knowing what they allow, go with this allocation: 30% Large Cap 25% Mid Cap 15% Small Cap 30% International I like IWY, IMCG, IUSG, and URTH. Good luck.
This is my ETF portfolio. I already have a separate account on Acorns that does index funds, so just trying to do some thematic investing on top of the index funds. SCHG VB IMCG XBI XLF CLOU EBIZ I may allocate more money to better performing ones over time, but starting out at equal allocation during this bear market.
I wouldn't say it would diversify your portfolio since most of them are in VTI (95.51%) but if you want mid-cap, like how it's done recently and think it's going to do well going forward then yeah go for it. [https://www.turtto.com/?tickers=IMCG,VTI,SCHD&timeframe=10yr&graphType=adjclose](https://www.turtto.com/?tickers=IMCG,VTI,SCHD&timeframe=10yr&graphType=adjclose)
I’m talking about a taxable account. Recently swapped my ~50k of ILCG and IMCG to qqq as I thought they were somewhat fungible to qqq (Al least off correlations and holdings).
But would you use the same logic for growth etfs (ILCG, IMCG)?