IWF
iShares Russell 1000 Growth ETF
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$AYA needs $11.25 to make the S&P/TSX index. All MAJOR institutions have to buy AYA on inclusion. Full note from Desjardins (one of Canada’s largest banks)
Morgan Stanley bear Wilson sees a 2019-like rally this year
Is my proposed portfolio more complex than it needs to be?
Improving Stock Market Portfolio Allocation (50% IVV, 50% IWF)
Smart Beta - An analytical deep-dive into performance of Smart Beta ETFs vs the S&P 500
IWF/IWD Stock Forecast for 2022: Growth vs Value in the Pandemic Realities
Tim Cook, and some others, down playing supply chain issues
At what point does diversification detract from better gains?
if anyone is interested - as seen on thefly- recent short interest report for Aspen, AMC, Atara, Fisker & B&G food
Cathie Wood: Deep Dive Into Her 20+ Year Performance History
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I just spent the past couple of hours researching this after being bombarded with an insane amount of mail from Invesco. It felt like that scene from Harry Potter where Hogwarts is trying to get in touch with Harry, except instead of being invited to attend a magical wizarding school I'm being told to proxy vote on three proposals for the future of my hard earned muggle money investments. Almost as fun... Below is my rationale for why I voted the way I did. Proposals #2 and #3 are dependent on Proposal #1 passing (ie: if Proposal #1 to change the classification doesn't pass, the other two proposals don't matter regardless of how folks vote on them). I truly believe the one big positive from the Gamestop shitstorm was showing a large group of individuals organising and speaking as one makes an impact and can compete with the Goliath institutional investors. **TLDR: It's very much in Invesco's best interests if we vote "For" Proposal 1, Invesco has the most to gain if Proposal 1 passes while we shareholders have a 2bps fee reduction to gain. I voted "For" on Proposal 1, voted individually on Trustees on Proposal 2, and voted "Against" for Proposal 3 to send a message to Invesco: Come back with a better deal for your shareholders if you want us to sign on. You clearly spent millions on outreaching us, obviously you want this deal. Don't insult us with 2bps chump change.** **Proposal 1:** Changing QQQ's classification from a unit investment trust (“UIT”) to an open-end management investment company. Pro: Would reduce fees by 2bps. Con: Like others have already pointed out, why not more? I voted "For" on this because it would ultimately benefit us. But looking at the other large open-end large ETS their fees range from 3 to 9bps (exception being Russell's IWF at 18bps), so wtf is Invesco doing wasting our time and killing all these trees to come to us with a pitiful 2bps reduction to 18?! Seriously, I almost voted "Against" because it's so freaking insulting Invesco blew so much money on this campaign just to treat us like idiots. source from Strategas Research Partners, 09/09/2025: https://www.riskbridgeadvisors.com/wp-content/uploads/2025/09/qqq.png.webp **Proposal 2:** Electing 9 individual Trustees to replace the current Trustee (a bank). Invesco auto-selected for us to vote "For" across the board. That really rubbed me the wrong way and I spent a good chunk of my time investing all the individual trustees to make my own selection. In a capitalist society, money is power and it's about dang time I use my hard earned muggle dollars to make however small an impact I possibly have. Below is how I selected for the Trustees, feel free to DM me for my rationale or even better, research this yourself to make an informed decision: Ronn R. Bagge: Withhold Todd J. Barre: For Brian Hartigan: For Victoria J. Herget: For Marc M. Kole: Withhold Yung Bong Lim: For Joanne Pace: For Gary R. Wicker: For Donald H. Wilson: Against **Proposal 3:** Invesco is proposing to serve as the Trust’s investment adviser. This for me is the kicker, if they want this to happen, come back to us with something better. I think this is how we can send the message "Naw, we ain't there yet. Don't insult us, work a little harder on this if you want it." I voted "Against" for Proposal 3 for all the reasons I explained above. I believe we shareholders can get a lot better deal and this is our chance to achieve it. If we blindly vote "For" on all three proposals, we've lost our voice and the Goliaths will have their chance to pull the strings behind the scenes while we get a pathetic 2bps reduction, which to be clear will the be HIGHEST fee of the large open-end ETFs. F**k Invesco, do better by your shareholders if you're going to be mailing and calling me *EVERY. SINGLE. DAY.*
Splitting IWD + IWF seems unnecessary. Holding both SPY and VOO and IWD+IWF in the same account seems unnecessary. But if they are in different accounts, that can be helpful for avoiding accidental wash sales.
Overkill? Good? Bad? have been buying ETFs for last 12-15 years regularly especially with auto investing allowing fractionals. So my 3 brokerage portfolios have SPY, VOO, IWD and IWF of similar positions. Is that a wrong strategy? Should I only have one of these? What is wrong with this or better with this? I have stocks as well but auto only allows ETFs on etrade.
I'm from the UK so... US Tickers: QQQM (or QQQ, but M is cheaper and the same thing) SCHG IWF UK Tickers: EQQQ R1GB In the UK, you can no longer hold a US domiciled ETF unless it's a CFD, and in an ISA (tax advantaged account), you can't hold CFDs. So we basically miss out on SCHG.
You could always go with QQQM/SCHG/IWF. All 3 are growth, QQQM excludes financials and is tech heavy atm. The other 2 are more broadmarket growth. I have EQQQ and R1GB which are the equivalent to QQQM and IWF at 15% each. Unfortunately, we don't have an SCHG alternative in the UK.
You mentioned adding Alphabet and McDonald's, not sure what your goal is but your SPY, QQQ, and IWF (or equivalents) already have McDonald's and Alphabet. If the goal is to go heavier on those then sure
Amazon returns was 40% in the past 5 years. Not sure why you didn’t diversify? In the meantime Oracle returned +350% and Nvidia +1,500%. VOO returned +90%. You could have used direct indexing and generated Tax Loss Harvesting. This is a first conservative mistake. Second mistake is your cash. $305K is almost 25% of your liquid net worth. Any advisor would have recommended you to keep 5% to 10% max. You would have paid 0.75% fee for this advice but generated +90% in the past 5 years. $305K invested 5 years ago would have been $450K today if you put it on S&P500, more if put on QQQ, SPMO or IWF. So yes, you are being too conservative and not well invested. Take an advisor ASAP.
For point 6, every time you sell a stock or index, you have gains, you need to pay taxes on these gains. It’s ok at the start but when you start having $250K or more in the market, the taxes are becoming big. Using Direct Indexing is like buying VOO or the S&P500, but every time the market is going down, a team is selling the losers and buying them back immediately. It’s creating a “loss” but still deliver the same performance as the S&P500. Year to date, I have already more than -$35K loss generated but still have the same positive performance. If in the future I sell NVIDIA for example from another portfolio and it generate gains, I will not pay taxes as it will be offset by these $35K loss. Also I can deduct $3K every year from my taxes. It’s a fantastic way to not pay tax and mirror VOO. For years, I followed the advice to be invested in S&P500 and bonds and international. It’s great but not when you are 30 years old or younger. It took me time to understand I could take more risk as I had 30+ years of investment in front of me. Therefore I wish someone told me before that I can seek more GROWTH by investing in QQQ, SPMO, VGT, IWF for example and 3x the returns. It’s what happened in the past 5 years+ for me and completely changed my wealth.
18 yr, US citizen, and currently have ≈ $1100 in my Roth 401k plan not-including the $15 I’ve made on interest since starting contributions in January — my current investments are VOO 25%, IWF 10%, SGOL 20% VSGDX 15%, FNCL 15%, and IJR 15% based on the auto-generated split from the website my employer uses and slight adjustments by me — are there any changes that should be made or should I be mostly fine since I have a while before retiring and I’ll be adding more money to it as time goes on? P.S. Gold is to offset other losses as it’s been my most stable stock when compared to how the others have shifted due to things like international relations (not sure if either of the “t-words” are banned on this sub)
Decided to buy some IWF and QQQM when he said no rate cut cause figured it was priced in. What the hell did he say after
Just go with index VOO. If you want growth select QQQ or IWF or SPMO.
VOO performance +95% over 5 years IWF performance +117% over 5 years 117%-95% = 22% Fact = you are stupid
The goal of an advisor is not to outperform SPY. But to keep you invested in the right investments and to not have you panic sell, or lose money in wrong investments. It’s basically to keep you balanced. Again, some advisors might make you outperform SPY by just putting you in more growth oriented investments. If you are able to stay invested in SPY or even better ones (VGT, IWF, QQQM…) without selling for 40 years, then yes, you might outperform a lot of advisors, automatically.
You should have checked twice before looking stupid. The fund is IWF, it’s Russell 1000 growth. It outperformed VOO by 22% in the past 5 years. Not 2%.
Congrats! Now add a bit of QQQ or IWF!
VT and chill in the last 10 years with $10K invested would have returned $25K. SPY would have returned $35K. IWF (growth) would have returned $45K. QQQ would have returned $55K. It’s not VT and chill. It’s VT and lose money.
As a new investor in the US, I wish someone told me; 1. Max your emergency fund. 2. Max your 401K. 3. Max your Roth IRA or back door. 4. Keep 5% cash in HYSA. 5. Invest simple in VOO / VT / QQQ / IWF for growth. 6. Think long term full cycle so 10 years minimum. 7. Don’t time the market, stay invested. 8. Generate TLH every year via direct indexing.
The fund is preying effectively on fear. But there may be a person for whom that makes sense but I doubt it’s you. I am turning 55 and need to live off my RRSP and hopefully some disability insurance I paid into. Despite this, my lifelong instincts have been usually full risk on always staying in what I thought was the best mix of 5-8 stocks at the time. I did well beating the market but I can’t be in a position where I am suffering a sudden and mostly permanent loss of capital. I’m consider a 50/50 split between income and growth but having just switched to ETFs primarily I am still searching for the right products and mix if anyone has suggestions. I currently have VTI, IWF, CGGR, QUAL, and TDVI but have just had them for two weeks or so. If halved the pure growth - what names other than or in addition to TDVI would be recommended for good to high income but with perhaps a longer track record and more notorious management. Thanks.
We can keep it simple though. Op is looking for growth. SCHD is good for passive income if you have a fat stack and close to retirement. VTI is good for growth and you don’t pay taxes on dividends that either go to drip or cash. I anchor with VTI. I go max 5% in IWF, 5% in utilities and Ive picked up single stocks that perform well over the last 10 years. If something stops performing i sell and push it back into VTI where the majority of my portfolio is anchored. If youve been in VTI over the last 5 years, youre up 94%. Pair that with companies like apple, amd or amazon and you have a nice portfolio.
Invest in IWF or QQQ. Put this for growth, if you want to grab some additional returns. If not, go to the normal boglehead strategy, like 60% VTI, 30% international and 10% bond.
Agree on diversification and disagree on performance. IWF is mirroring the Russell 1000 Growth. While the S&P500 has a performance of +197% in the last 10 years. IWF had a performance of +324%.
Realize that the S&P is largely growth. If you’re trying for diversity you’re not getting much between SPY and IWF. They are highly correlated, the major holdings largely overlap, and returns are very similar. https://testfol.io/analysis?s=4r9NgIHHGmd
I’m invested 50% S&P500, 30% Growth (IWF), the rest in private equity and value oriented. I increased my growth exposure this year and might continue to add to it.
I prefer the allocation of IWF, slightly more allocation in tech (+2%).
I’m using Russell 1000 growth (IWF). Almost the same performance for 3, 5, 10 years, more diversification.
I will do VOO, QQQM for tech, and IWF for growth.
At 20, someone should tell you to go with QQQ all the way for 10 years, or IWF, or anything which is promoting GROWTH. Anyone else telling you this portfolio is good is not going to help you. I back tested your portfolio: QQQ: ~$516K from $100K IWF: ~$406K Your Portfolio: ~$300K
Interesting, and I was sure someone would bring this up. I 'thought' 5 years was enough of a lookback (it is for me), especially when talking about trading around an underlying *weekly or* less. Because to me it's like this: remember integration from HS or college Calculus? What's the slope of this itty-bitty part of this curve? Or maybe a better example, approximating a curve with tiny-tiny linear segments? To me, this is like that. Yeah, if I were going to plonk my money into something and not look at at for 20 years, then yeah, maybe an Index fund is better for me. (And I love your numbers about 80%/20% and 70%/30%, I'll have to look into that. Because I think they speak to this point I just made.) But why would I do that? (Why would *anyone* do that, tbh.) Can I look at my investments once every 5 years, at least? Maybe every year? Then pick the 'thing' that's going up the most/best? (I'm an unabashed momentum-follower on top of this other crazy stuff.) Do you see where I'm going? Maybe we don't need to look at the market over 50 years, or 20, or 10, or even 5. Maybe 1 year is enough to get a feel for what's going on. I'm taking that 50- or 20-year history and integrating it, dicing it up, looking at smaller and smaller time slices. And what do I see in those ever-smaller slices? How about [gold vs the S&P500 for the last 5 years?](https://imgur.com/a/FWumVaL) Wow, in 2021 "the market" was the place to be. 2022 though, not so much: GLD lost much less, percentage-wise. Interestingly, you could zoom in to 4 years, then 3 years, then 2 years, then 1 year, then 6 months, then 3 months, and find gold beating the S&P in every one of those cases. But this for me isn't about gold "winning" over the long term, it's about gold *behaving*. Behaving better than "the market," better than Apple, better than Walmart, JNJ, COST, PFE. Better than most non-index ETFs: VUG, VTV, IWF, etc. In short, better than ANYTHING I've found yet. That's why I like to trade it. But back to your point: gold "spiking down and staying down for a long period." **Does is it, though?** That's my question to you. Looking back over [110 years](https://imgur.com/a/tu27iBn) it sure seems like it does. But is that because we're "zoomed out"? What did it look like to investors in real time? It's hard to get a graph of gold over 100 years on Yahoo Finance, and GLD only goes back to about 2005, but I'm going to use that to zoom in on that "spike down" in \~2011. (Btw, I'm doing this as much for me now as to answer you, if you start wondering why I'm putting so much time into it.)
I would put half of that cash right away in some low fee/high yield ETFs. In USA, that would be QQQ, IWF, VUG, and VOO. I believe in all 4 of those, many of the top holdings are the same. so they have similar performance. Be very wary of 'picking stocks' because of a hunch. You can do that once in a while for fun, but it is gambling. Over the next few months, invest the other half of your unused cash. Keep the crypto and hope for the best, gold may be near its max and you could sell or hold for a few more weeks until the Orange Putin figures out what tariffs will stick and how that affects other industries. Will solar and eCars take off? AI seems a pretty good bet, so another gamble is SOXL, a 3x leverage chip fund. Spread your money over some conservative choices, most into successful long term companies, and a little in more aggressive risky choices.
Just buy VOO and IWF in a 60/40 split
VUG (Vanguard Growth ETF) QQQ (Invesco QQQ Trust) SCHG (Schwab U.S. Large-Cap Growth ETF) IWF (iShares Russell 1000 Growth ETF) SPYG (SPDR Portfolio S&P 500 Growth ETF) MGK (Vanguard Mega Cap Growth ETF) ARKK (ARK Innovation ETF) TAKE YOUR PICK
Russell 2000. It's a dumb ETF to buy in current climate. Less regulation and oversight is going to favor large companies even more than the past decade. If anything IWF for the Russel 1000 growth is the way to go, that way you're exposed to some of the small companies in this tech revolution that could explode up in the near future.
I like IWF, I’m up 15% ytd I like VOOG, up 29.5% ytd Many others
Not familiar with IWF/CIBR/FIW, you don't need any insight about SPY (though I prefer VOO or QQQM), but I question SCHD. Right now, you can buy 1-3 year CDs or slap those funds in a money market or HYS and get as good or better returns than SCHD's garbage, taxable dividends. If I'm going to put money into something earning taxable income, I'm going to go with JEPQ or maybe a combination of JEPQ and JEPI. Not only do I flat out like the underlying securities better than SCHD, but the income is amazing.
I wouldn't invest it in a penny stock. Penny stocks is more like gambling, I invest in them with less than 1% of my portfolio. I would start buying a growth ETF like IWF that has a low fee and buy it consistently for the next 30 years. That will make you a millionaire. When you have your first $10,000, then set aside $500 to gamble in penny stocks with. The people that start with penny stocks usually have nothing after years of investing. If you start real investing young and keep it up your whole life, that's how you will get real wealth.
Why is everyone suggesting SP500 and why not into something more adventurous like QQQ or IWF ? He is young and has a longer time horizon.
Mid-Long Term. Late 30s Investor. Started 1 year ago. Goal is growth rather than income, but still aim to maintain a level of stability. VOO: 50% QQQ: 15% IWF: 15% DIA: 20%
This is not financial advice but I like these for growth… Mag 7- Tesla (dude want to go to the moon and make people work 800hr work days), IWF, Palantir, BBBAI, SOUN.
The best advice I have is to create watchlist items or a paper trade account in addition to your current portfolio so you can start exploring stocks and testing/watching before buying. If your goal is long term growth I suggest Mag 7 minus TSLA and then for an index fund Id suggest IWF which consistently has outperformed the S&P. In addition: 1. Focus on economic trends, world events, job reports, political events and policy changes, etc. If the economy/jobs for example are struggling you want to think of what sectors (or sector ETFs as someone mentioned) are less affected such as pharmaceutical and consumer goods that people need regardless (example Warren Buffett saw the current economic climate and invested in Kraft Heinz bc people gotta eat). I’m recommending Kraft but just a way to start thinking. 2. Buy the RUMORS, sell the news. For rumors read recent SEC filings/ and maybe consider subscribing to Bloomberg reports (personally don’t like motley fool or Zack’s but to each their own)Don’t chase running stocks or post news announcements. Also, scared money doesn’t make money so buy the dips.. if Amazon has a really bad day and price is way down.. add a couple shares. Buying red typically leads to more gains than buying green. Ex. Exxon has an oil spill and price plummets, wait for a bottom and buy lol. 3. Pick stocks in things you truly believe in or use/support. So if you like chipotle and eat it twice and only wear Nike shoes, consider owning some shares too. 4. And be strong and hold when others run, don’t let short sellers scare you out of a stock you believe in. 5. Personal short term picks for good upside is ARWH (not advising you to buy just one I’ve had an eye on). 6. I apologize for my comment last night I was being an idiot and came across as such. Best of luck and great start really, hold google forever lol
iShares Russell 1000 growth IWF? Or are you talking of some entirely different one, because that one SUCKS! and has barely made 300% in 25 years
Lol what. IWF has shit returns.
If you’re not buying IWF you hate money. Better returns than QQQ, IWM, SPY. The ELITE index fund 
IWO IWP IWF IWV VBK VBR All these have performed for me
My stupid ass buying IWM when I should have been buying IWF
I’m not. IWF is not small caps. It’s top 1000 growth.
IWF mooning aftermarket - but why?
If you’re young, in your 20’s that all you have to do. For real. Dollar cost average monthly into ETF’s. SPY, VTI, IWF (growth), IWD (value), etc etc. these would all work. VTI is Russ 3000. Entire market. Small, mid and large caps. One buy. Easy. Hold 5-8% in GLD and SLV. Hold 5-8% in real estate XLRE (not commercial buildings) and hold some crypto. BTC and ETH. Don’t open your statements. Invest every month. In 30-40yrs you’ll have millions. No joke. $5000 a year for 40yrs at 10% is 2.2Million.
Index funds, Spy, QQQ, IWF, Hack, IWM, SMH, VIOO, XLF, XLI, BBH, VOO, Do your homework,
Here’s the new list Stocks 1. Meta Platforms (META) - $350 2. Duolingo (DUOL) - $350 3. Robinhood (HOOD) - $350 4. CommVault Systems (CVLT) - $350 5. Chipotle (CMG) - $350 Growth-Focused ETFs 1. Invesco QQQ Trust (QQQ) - $350 2. Vanguard Growth ETF (VUG) - $350 3. iShares Russell 1000 Growth ETF (IWF) - $350 4. SPDR S&P 500 Growth ETF (SPYG) - $350 5. First Trust NASDAQ-100 Technology Sector Index Fund (QTEC) - $350
I've been through the dot com crash and the 2008 crisis crash and the 2020 manufactured covid crisis ... my best advice is to always have cash on hand to buy during the dips. Don't sell unless you're desperate for $$ I bought SPY and IWF early 2000s ...didn't touch and didn't look at it. Thankfully I had an advisor at MS and just didn't look or I would have panicked. There is an advantage of having someone else managing things so one doesn't panic so I'm telling you...don't panic..stay in the market and add to your positions.
Gold outperforms when there is extreme economic trends more so than regular average times. 2008-2011 was an extreme recession. 1970s was extremely inflation and gas shortages. It is a hedge on extreme moves in the economy like in 2000, 1970, etc. Periods of low to no growth. It is a good pairing with growth stocks like the IWF or QQQ or VUG since gold tends to do extremely well when there is stagflation or negative growth like in 2000-2011.
140k is a lot to have but not a lot to spend. I would recommend not trading intraday and doing that as it is rigged against the normies. The longer the time horizon the SP500 and the NASDAQ are the two that will have it. IWF, VUG, QQQ, and if you need income do that. But more importantly, take notes here. Find someone reputable in the field of finance, take notes here and ask questions to interview and vet them well for paying for their investment advice. Get an advisor to help you figure out how to properly time moving a large chunk of change into the markets. Don't go all in on Intel.
It is an unconventional war. We used to have the decency to not murder children even in war. That is the problem. No organization that harms children is an ally regardless and someone that you want to have power or influence. Iran is backed by Russia. Israel will likely target stuff that forces the hand of the UN against Iran and Hezbollah. I don't like Iran because of their proxies that enact violence against children. It lets me know what they will do if they obtain power which is everything they accuse Israel of doing. They will create groups that murder. Encourage violent protests. Right now gold and bonds are a good go to. Typically what I am trying to do is dollar cost average into QQQM about 80% and then 20% AAAU. Then rebalance if gold goes crazy. The NASDAQ is still mostly growth stocks and value plays. TSLA might weigh it down until it reports revenue growth or a new product. They have the manufacturing down. But I think then IWF would be a decent alternate.
Semis are boom or bust. Personally if your risk tolerance is actually aggressive i'd put it all in VONG/IWF that will get you exposure to semis especially if its a taxable account. IMO Russell 1000 growth has over 500 large and mid cap stocks in it so if you believe the S&P is diverse enough then this should be as well. There other growth funds like QQQM, IGM that have fewer holdings but more exposure to other sectors of technology if you wanted to add them in as well.
Lump some into IWF or VONG.....you are 25 you can take volatility.
why do IWF option premiums all end with $0.84?
im new to stocks. i invest in voo and have 8 shares of IWF. Im really new to this but i also have 3 shares of Apple and just bought Nvidia. Is this bad and will my individual stocks effect mutual funds?
Balancing between VTI and QQQM is a smart move to cover the broad market and large cap growth. You might want to diversify a bit more with another growth ETF that's less tech heavy, like SCHG or IWF. It's great that you have a strategy for your individual stocks, but yeah, shifting to more passive investments will definitely help reduce stress and free up your time. Keep rebalancing annually and adding those summer deposits you're setting yourself up well. Just remember to keep learning and adjusting as you go!
Vanguard Growth ETF (VUG) iShares Russell 1000 Growth ETF (IWF) iShares S&P 500 Growth ETF (IVW) Schwab U.S. Large-Cap Growth ETF (SCHG)
Why would you benchmark that fund against SPY? IWF is much more appropriate for the holdings. Still underperforms though
If you’re trying to gain some diversification from the funds available in the TSP then I would consider funds such as: MOAT, MXHQ, AVUV, COWZ, FNDX, IWF, QQQM, DGRO
some of the one i am currently playing with are QQQ, VUG, IWF, AOA, SCHG and couple other ones that have more shares on tech sector
Someone mentioned IWF which looks more interesting / better returns than IWM
Wow IWF performs much better than IWM
IWF is a decent Russel based index that has done me well. Just have a small percentage in it but good exposure to some of those companies
SCHG is arguably the **best** growth ETF and somehow has a ~50% return over past year but that is an outlier. Its 10 year CAGR is 15%. Whatever you do, DONT do $VOO and instead do $SCHG/$VUG/$IWF/$SPYG
IANAE, I am also a relative newbie... but for what it's worth: > MIGFX So I'm looking at their site, and although they mention the Russell 1000 as their benchmark - they are not an index fund. They are actively managed. So the first thing I do is go to yahoo finance, and compare them aganist an actual Russel 1000 index fund, my random google choice being IWF. Over every single time scale - IWF beats MIGFX. I notice that MIGFX has an expense ratio of 0.7% compared to IWF's 0.2%, and MIGFX being a mutual fund - has a 5% "sales charge". On a slight tangent, I couldn't help also comparing both of those against the S&P 500. And the Russel 1000 itself has beat the S&P 500 over all time scales as well! Interesting. Wish I'd known that a week ago. If I were you, yes, I'd stop re-investing there, spread the money elsewhere so you can compare birds in hand, and not theoreticals.
Look at IWF, Russell 1000 growth. It's outperformed both spy and qqq ytd. Also, could do spxl and tqqq to juice returns. I added to both positions on 12/28/23 and just let it sit.
Hello: I have approximately $200,000 in treasuries that I hope to start DCA into the market over the next 12-18 months, likely in $10-20k chunks. I was thinking of doing a blend of VOO, QQQM, and IWF which each time I deploy funds into the market. Is this a sound strategy? For example, approx. $4,000/month, give or take, of VOO, QQQ, and IWF for the next 18 months, give or take? Should I do 50% VOO, 25% QQQM, 25% IWF? Is there any benefit of SPY vs VOO? QQQ vs QQQM? IWF vs VUG? I plan to buy/hold long-term, no options trading. Thanks for any feedback, I appreciate it.
Hello: I have approximately $200,000 in treasuries that I hope to start DCA into the market over the next 12-18 months, likely in $10-20k chunks. I was thinking of doing a blend of VOO, QQQM, and IWF which each time I deploy funds into the market. Is this a sound strategy? For example, approx. $4,000/month, give or take, of VOO, QQQ, and IWF for the next 18 months, give or take? Should I do 50% VOO, 25% QQQM, 25% IWF? Is there any benefit of SPY vs VOO? QQQ vs QQQM? IWF vs any other comparable large cap growth index? I plan to buy/hold long-term, no options trading. Thanks for any feedback, I appreciate it.
$100,000 to invest, thinking to DCA over 12-18 months Hello: I have approximately $100,000 in treasuries that I hope to start DCA into the market over the next 12-18 months, likely in $5-10k chunks. I was thinking of doing a blend of VOO/SPY, QQQ/QQQM, and IWF/VUG with each time I deploy funds into the market. Is this a sound strategy? For example, approx. $2,000/month, give or take, of VOO, QQQ, and IWF for the next 18 months, give or take? Is there any benefit of SPY vs VOO? QQQ vs QQQM? IWF vs VUG? Thanks for any feedback, I appreciate it.
VOO is cheaper than SPY and QQQM is cheaper than QQQ. However all of QQQ is in VOO already. And not sure IWF adds much. VUG is a much cheaper growth option. DCA is a great idea. Maybe lower it to 12 months?
Look up IWF as well. Almost similar allocation but a little bit more diversified with a better return.
SPY at $90 and IWF at $45 ish. Also EFA and IXG at the same time but cannot recall right now what the buy price was. Thankful for my broker back then to set me up.
IXN is a global tech etf, but I’d probably use a broad market growth index (like IWF). It’s cheaper and broader exposure.
don't change your lifestyle at all beyond something like a small vacation, dump everything into IWF, DVY and SPY and then start looking at retirement calculators to see how much closer you are with your current lifestyle.
**The S&P/TSX Composite Index rebalances this upcoming March 2024.** For a company to be eligible for inclusion within the TSX Composite Index, it must meet two basics, but important principles, being market cap & liquidity thresholds to be considered during a measurement trading period, the next one being between February 9th to February 24th, 2024. Index calculation: Outstanding Shares x Investable Weight Factor = Free Float Shares. The index free float is the shares used to arrive at AYA’s index market cap. The IWF is updated once a year and only changes if something significantly happens with shares outstanding over the year. If outstanding shares increase, this would increase market cap providing everything else remains constant. **S&P/TSX Composite Index Dates to Watch:** 10D VWAP MEASUREMENT PERIOD: Friday February 9, 2024 – February 23, 2024. ANNOUNCEMENT DATE: Friday, March 1, 2024 REBALANCE DATE: Friday, March 15, 2024 **AYA GOLD & SILVER S&P/TSX COMPOSITE INDEX INCLUSION METRICS:** Outstanding Shares: 122,377,703 Investable Weight Factor: 0.86 AYA Free Float Index Shares: 105.245M Last Price: $10.65 Free Float Market Cap: **$1.12B** Required Index Market Cap at 4bps weight: **$1,183.42B** Required trading level for inclusion at current TSX Index Value: **$11.25** Market Cap Short- Fall Required for Index Weight: **$130.97M**
If you want to keep it simple just sell half of everything and that way you can keep everything you like. My take is VTI, SPY, QQQ, and IWF all have basically the same top holdings. There are some differences between these, but top holdings are super similar. If you want to keep it simple just dump 3 of these and keep the one you like the most (I’d pick VTI)
Trying to get to $30K initially. I sold a bunch of losers and rebalanced into winners a few weeks ago so now the winners are gonna take a cut. I'm thinking maybe $4K from AER, $4K from MSFT, $4K from CAMT, liquidate SPY at $8K, QQQ at $4K, BEP for $2K, IWF $4K.
I'm thinking maybe $4K from AER, $4K from MSFT, $4K from CAMT, liquidate SPY at $8K, QQQ at $4K, BEP for $2K, IWF $4K... that should be about it.
See ppl say this all the time but fidelity only does $10 minimum and only does that for fidelity funds. That's a pretty restrictive set of rules, I prefer being able to invest in ETF's bc I don't like a lot of the fidelity funds. Also it's nice how robinhood let's do small increments by day. For instance I do SCHD $2.5/day IWV $3/day QQQ $1.5/day IWF $1.5/day Can't do any of these funds auto on Fidelity
I’d be interested to see what funds or indices they’re using for that chart. I’m looking at the Russell 1000 Growth vs Russell 1000 value. Thats large and mid caps together. IWF is up 16% annualized on a trailing 15 year look back while IWD is up 10% annualized. Thats a very significant difference
Im watching IWF next week very closely. it it breaks past 200 Day then im bullish, if not then I'm bearish until FOMC. A healthy pullback is needed before going into FOMC.
what would be wrong if I invest into a single Growth Index ETF like IWF or VUG . I get exposure of large and mid cap equities making my entire portfolio being 100% equity and growth focused.
I would put it in IWF which is BlackRock Growth index ETF that provides exposure to large cap growth stocks.
I ended up holding onto ABNB. I plan to sell R1GR (IWF) for EQQQ. Would be nice if my tax adv had EQQU instead. EQQQ is QQQ but displayed in GB pennies, EQQU is QQQ but displayed with USD.
QQQ has outperformed IWF ytd, 1yr, 3yrs, 5yrs, 10yrs and since IWF was established in 2000. I don't see any reason to hold IWF now instead of QQQ. ABNB is a good stock, but travel with a couple wars and high interest rates going on isn't near its peak desirability. I'd suggest the ETF move is a good idea.
Holding R1GR in my tax adv which is just IWF in UK, not sure if I wanna swap out for a QQQ etf It underperforms it quite a lot. ​ Also: With ABNB Q4 forecast lower than expected. Shall I just sell up and move the cash into my ETFs? I was up 40%, now I'm like 3.8%.
Nothing wrong with VUG. I’ve got my 28 year old splitting between IWF, QQQ, and VOOG. There’s going to be a lot of overlap with any US based large cap weighted ETF but these three focus on different segments so there is a bit of extra diversification. This is all strictly 20-30 year retirement money.
The fact that you are asking on Reddit indicates that you are not some sort of genius investor who can outperform the market based upon your years of research and study ( no worries, no one else here or just about anywhere is). Your best investment would be broad market etf(s). With a 20 year horizon and no current need for dividends (for which you will be taxed every year) I would go with a “Growth” ETF (VOOG, IWF, maybe some QQQ) rather than Blend or Value ETF.
This is what I have in my Roth IRA = Amazon, SPY, IWF, SCHD, & SCHG.
Yes actually real wages are increasing again. Zoom out and ignore the Covid noise in the data due to stimmy, unemployment benefit overlap weirdness, gig work etc. https://tradingeconomics.com/united-states/employed-full-time-median-usual-weekly-real-earnings-wage-and-salary-workers-16-years-and-over-fed-data.html And the long-term + recent trend is clear. Same with Fed's primary measure which is Real PDI. https://fred.stlouisfed.org/graph/fredgraph.png?g=17IWF
Certainly! Ignore the data noise during Covid which became very distorted from stimmy checks, unemployment benefits that overlapped with gig work, etc. https://fred.stlouisfed.org/graph/fredgraph.png?g=17IWF Here's another post I shared earlier about how great the Fed has been towards workers. It's one of the most pro-labor Fed's in history. Not just delivering record low unemployment not seen in decades, but wonderful to poor, marginalized groups and disabled. https://old.reddit.com/r/stocks/comments/15344ui/looks_like_goldman_chief_economist_cuts_recession/jsjxyfs/
Well I’m not a gent …but I bought 8/18 $440 puts yesterday for $160. Up today and thought of selling and decided to hold on a bit. I wish I had bought puts on IWF as well. I noticed a rotation to value, defense and healthcare/bio tech so yesterday bought ABBV stock and held off on selling a CC (a do a lot of buy writes). Kept thinking I should also buy JNJ and kicking myself. Not sure how far a move down in SPY we’ll see because of the rotation instead of mass sell off. I’ll hold onto my puts and maybe sell $435 puts should we see more of a dip.