Reddit Posts
Mentions
There are plenty of other options in the mid-cap space that may be more suitable for your needs. Mid cap blend: IWR, IJH, XMHQ, VO, Mid cap value: IWS, IJJ, AVMV Diversifying beyond US large cap is wise if you are a long term investor.
What kind of nonsense are you finding? [https://www.youtube.com/watch?v=0P9WrWAXWwI](https://www.youtube.com/watch?v=0P9WrWAXWwI) Look this just dropped this week, coincidentally I'm now also buying mid-cap with exposure to Sand Disk and Western digital. IWR to be precise. You can access those yourself but i like making indexed plays more these days.
You might want to consider a midcap fund like IWR which has midcaps and large caps but no mega caps.
IWR, XLK, SPY, 1/3 each, not very diversified but possible reasonable gains.
Fidelity accounts (like my HSA, IRA, inherited IRA) hold your money in SPAXX money market until you make other investment decisions. If you don't auto-reinvest in your holdings, you can let dividends sit there and they will still earn a bit. Last time I looked about a week ago, the rate of return for SPAXX was still over 4%, which is less than the 5% of maybe six months ago, but currently, and sadly, this return is better than the year-to-date performance of the stocks and funds I was holding. I sold everything I had between 2/14 and 2/26, and I am staying put for now. I had stuff like SPY, VOO, IWR, EEM (some that I inherited), and I see I cut my losses pretty well, because the stuff I sold seems to have on average a year-to-date earnings range of negative 1% up to maybe 3% at the most. It looks like it is going to get worse.
Calls on the IWR, mid cap index...That thing is about to rip
Here's what I've been think about recently. It's just gonna be a blurb so bear with me. IWM and IJR would be my plays. My thesis is this. With the cuts small/ midcaps reflexively look attractive since they're the majority holders of variable rate corp debt. The rotation outta tech continues so I'm meh on Qs. Logic being if my AAPL outperformed, trim some off the top and put it to work somewhere else. That somewhere else is IWM/IWR/IRJ. SPY is interesting, i think the spy 493 will perform well, but since it's market weight the 7 will weight it down. RSP here? Maybe? The Chip/AI stocks ex. NVDA charts look terrible so maybe the hype there has dissipated? pull the trigger on Regional banks like RF cuse they benefit from cuts too? Buy some LEAPS on TLT? OR were already in recession and the market has sniffed it out, Qs have lower highs, the SPY turns over soon after? Idk too much to think about
Hello everyone, would like some thoughts on my portfolio! I think maybe I'm too heavy in mutual funds and/or the S&P. (65 shares of IVV ~ 34k) (20 shares of IWM ~ 4k) (130 shares of IWR ~ 11k) (55 shares of VEA ~ 3k) (376 shares of TRPIX ~ 17k) (183 shares of PRUFX ~ 18k) (45 shares of DODFX ~ 2k) (Cash ~ 6k) (Physical gold ~ 2k) (BTC/ETH ~ 10K) Total net worth is in the ballpark of 115k. Thanks in advance!
I’m up big on IWM, IWN AND IWR
https://etfdb.com/etfs/size/ IWM & IWR there's others on the list
Both the S&P 400 and S&P 600 are popular indices with multiple index linked products available. If you look at IJH and IJR which are Blackrock iShare products - the net assets on both are around US$70bn compared to the popular Russell 2000 iShare IWM (small cap) which is about US$55bn and Russell midcap iShare IWR at $29bn. Iirc - the expenses on S&P 600 small cap index based funds tend to be lower than Russell 2000 based funds. You can find the list of index linked products that use for the S&P indices here: [https://www.spglobal.com/spdji/en/indices/equity/sp-600/#index-linked-product](https://www.spglobal.com/spdji/en/indices/equity/sp-600/#index-linked-product) [https://www.spglobal.com/spdji/en/indices/equity/sp-400/#index-linked-product](https://www.spglobal.com/spdji/en/indices/equity/sp-400/#index-linked-product) There are lots of these types of index linked products based on MSCI, Russell, and S&P. It really just depends on your own investment thesis.
>US Economics: The Week Ahead via Credit Suisse [docdro.id/IWR6Oge](https://t.co/BKANculcYk) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-11-20 ^08:43:02 ^EST-0500
✅🚀Private Sale Round 1🚀✅ Hard Cap 200 BNB - Allocation Fixed 0.5 - 2 BNB per wallet. Price: 85.000 $IWR per 1 BNB (bonus 55% from IDO price). Unlock: 40% on TGE. Vesting: 2 months (daily). Time: Thursday 30.12.2021 5PM UTC #Inuwars https://t.co/tMmVuA2foj #InuWarsContest1
High dividend value stocks to get you started: MO, T, ET, XOM, and SDY if you want some fast paced theta action you could consider IWR, IWM, SPY for three option expirations per week I wouldn't really listen to what others say as far as what stocks to buy to get going, stick with whatever industries you may know.
Not so. The IWR has been on an upward trend since Oct 1st
what? we literally dont care about people playing FDs, no one gets mad about it... definitely not as mad as you after blowing your money on IWR lmfaooo
I hope so AAPL and IWR have been putting in work in my portfolio so far
Mid caps have been doing really well over the same time period though (IWR for example)
there's a good amount of overlap between VTI and TQQQ. QQQ and a total market index are both gonna be dominated by Apple, FB, etc. I'd recommend trimming VTI to 50% or 60% and adding a mid/small fund or ETF. mid/small as a group tend to outperform large cap over time so I like a healthy chunk in that size. http://myassetclass.com/wp-content/uploads/2016/04/IWR-vs-SP-copy_htm_7d9611ea.jpg
you need to diversify into non-trendy stocks and sectors. those are all decent pics (except Tesla is crazy overvalued). but they're very tech heavy and semi-trendy. there's a whole universe of good companies out there. insurance, retail, banks, transportation, etc. overlooked companies can be the best long-term performers. and look at smaller companies too. over time, small/mid stocks as a group tend to outperform larger company stocks. also those are all or mostly growth companies, but over time value stocks tend to outperform. and look at an international company or two, as international and US tend to move in cycles with one outperforming then switching for a few years. small/mid: http://myassetclass.com/wp-content/uploads/2016/04/IWR-vs-SP-copy_htm_7d9611ea.jpg value: http://investpost.org/wp-content/uploads/2016/6/beat-the-market-with-smallcap-value-stocks_1.gif international: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/FiveMythsInternationalInvesting_Webinar.pdf
IMO waaaaay too heavy in trendy, tech and growth-stock oriented funds. I'd recommend: (a) trim/consolidate the ICLN and ARK positions. Nothing from ARK has more than a 10-year track record, and there's a strong chance part of Cathie Wood's success is just riding the bull market. She's never been tested by a protracted downturn. a total market index like VTI is already dominated by tech stocks like Apple and Facebook that make up 25% of the index. and (b) look at adding some combination of broad exposure to small/mid cap, value stocks, and international. mid/small tends to outperform large cap over time. value stocks tend to outperform growth stocks over time (this is especially pronounced in smaller and mid size companies). and international tends to run in cycles with the US where one outperforms for a while and then underperforms. small/mid: http://myassetclass.com/wp-content/uploads/2016/04/IWR-vs-SP-copy_htm_7d9611ea.jpg value: http://investpost.org/wp-content/uploads/2016/6/beat-the-market-with-smallcap-value-stocks_1.gif international: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/FiveMythsInternationalInvesting_Webinar.pdf