QUAL
iShares MSCI USA Quality Factor ETF
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Understood on the concentration, which I’m aware of. Just riding the hot hand at the moment I guess. At some point, if/when we rebalance, any recommendation on where to reallocate QUAL? Into SCHD? Other option?
Overall the portfolio is reasonable for a 13-year retirement horizon, but there’s meaningful overlap in large-cap growth. FZROX, QQQM, QUAL all lean heavily toward the same megacap names, so your real exposure is more concentrated than it looks on paper. If the goal is growth with a slight factor twist, this setup works, but you’re not getting as much diversification as it seems, you basically have one large bucket of U.S. large-cap growth, one bucket of U.S. value/dividend, and a speculative piece. DCAing the rollover is fine given your household preference. Long-term performance isn’t likely to change dramatically versus lump sum, but behavioral comfort matters more. This is the kind of portfolio structure that commentators like those in Andrew Zatlin reviews would describe as “growth-forward but not reckless” just be aware of how correlated your top holdings really are.
I had a few small 5x to 10x in that era and was lucky to recognize a few because of needing to buy a home in the bay area. Other than that I have only 10x 2 other companies that I did buy and hold for 10+ years. I will continue to buy stocks here and there, but fundamentally, I know diversified index styles are the main play long term. I go outside broad indexes too - VGT, VTV, QUAL. All with risk.
looking for some advice on the portfolio im building to buy a house with in 4-5 years time, not looking to get rich, just to make as much money without risking much, looking to dump 500+ a week in with these percentages: 40% VOO (Vanguard S&P500) 20% BOXX (Alpha Architect 1-3 Month Box) 20% QUAL (iShares MSCI USA Quality Factor) 20% SPVL (Invesco S&P500 Low Volatility) TIA
100% ETFs. 92.5% equity ETFs. 7.5% physical gold ETF (IAUM). The equity ETFs (as a % of total portfolio): 52.5% S&P 500 market weighted (SPYM). 10% percent S&P 500 quality (QUAL). 10% mid-caps (SPMD). 5% small-caps (IJR). 15% broad internationals (VXUS).
I think Value stocks, international stocks and a diversified basket of bonds like BND or BINC will work as well as anything. You could also hold quality/dividend appreciating names like QUAL, VIG and JQUA. I’m moving towards this allocation. If we dip much further I’ll start buying more of all these things. Gold, tech, BTC, S&P500 all feel like they are all in a bubble.
I have a little group of funds I use for moderate to moderately aggressive growth while trying to balance market exposure and include some defensive components: VTI (30%) VXUS (15%) LRGF (15%) QQQM (15%) AVDV (10%) MUB (7.5% QUAL (7.5%) These are in a taxable account, which I’m assuming you will be using. I use a different strategy in my tax advantaged accounts.
VGT has served me very well, but it's really pushing the envelope at the moment. SP500 is at all time high. Consider some diversification - VTV, QUAL. Not saying to avoid the AI/Tech but going all in there could be some bubble turbulence coming. You have a long road so don't sweat it if you are contributing along the way. I survived the dot com bubble and the housing collapse and have done well because I continued to contribute equity heavy along the way.
Get rid of the QUAL and buy COMM. The infrastructure needed for AI.
I would get rid of RSSB and USMV/QUAL and just add to your other positions. Given that you're still young, you don't really need bonds.
Or... just do 100% VT. I say this often: Until your portfolio starts closing in on $100k, the amount you can save and contribute every year is going to make way more difference than farting around between different flavors of equities and what blend of a half dozen ETF's. Every hour spent debating between VT and QUAL is an hour that would be better spent on budgeting and cash flow.
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.
First make sure it’s the right “QUAL” as a few other tickers in other countries use it as well. What I’m seeing is iShares QUAL just a tad below the market (iShares S&P 500 IVV) going back 5 years but performing better in the last year. Going over a decade the S&P proved superior, but that may have been the effect of the post 2008 Federal Reserve stimulus, U.S. fiscal stimulus, etc..
If both are in the “MAG7”, there’s the XMAG ETF which doesn’t contain those MAG 7 stocks, rather the remaining 493 or so in the “large cap” index (typically S&P 500). Then perhaps buy the remaining stocks individually on the market. If both are “consumer discretionary” stocks, you could buy a low cost tech ETF index like FTEC and then a “value” index fund like Vanguard’s VTV or iShares IUSV. Another idea is see if they are excluded from a “quality” screened index (like iShares “QUAL”) .. as somewhat problematic stocks also have a lot of leverage and perhaps sales problems.
You could try an ETF based on the MSCI USA Quality Factor index. QUAL for example.
QUAL missed about 5% of the performance of VOO the last year. not recommended. SPMO has done exceptionally well compared to VOO The last year, and since 2015, without holding TSLA, though it is riskier then just SPY.
So what would you add back in if let’s say I was to go with QUAL?
QUAL seems to be the best bet. Nothing is ideal but something is better than nothing. Purism is how we get into trouble for a ton of things.
QUAL also holds Meta. Not sure how I'm feeling about Zuckerberg these days either. But honestly people like Mark and Elon have their hands in everything, it's practically impossible to invest and stay away from them entirely. Personally I refuse to buy Tesla because while I hate Elon, I also don't trust him to do the right thing for the company and fear one day he is going to stage a nutty like with Twitter and Tesla is going to plummet, so I'm staying away from it.
That's my point though, QUAL excludes some of the largest stocks that the S&P500 has, so the performance difference could be significant.
I'm looking for the same thing as OP. The holdings of QUAL fit quite well. Thanks for the comment!
I am seeing XMAG and QUAL as options. I want to check how much much balancing out XMAG with other things might work.
QUAL Etf matches the performance of VOO almost 100% and doesn't have TSLA.
Looking to get feedback on Robinhood’s suggested portfolio mix for my Roth IRA: IVV 44% VEA 22% SPMO 8% QUAL 8% VB 7% SCHG 6% VWO 5% I’m 28, aiming to max out my contributions going forward and will be rolling over my current Roth 401(k) (roughly $17k) into this account since I’m changing jobs and new job only has a SIMPLE IRA plan.
VOO, VONG, VB, SPMO. These are my holdings right now. I've got some QUAL too but I'm dropping that one soon for more VB I think
ACHR looks incredible, but I'm happy with my relatively safe ETFs like SPMO and IVV, VONG, VB, QUAL, I'm going long. I know Monday is gonna rug pull everything, tis a normal correction.
Okay so here is where I am. Currently I have a small Roth IRA with Robinhood. I use their aggressive model of investing because I started rather late and need to catch up. I know there are risks there, but it is what it is. The following is where my Roth lies, as determined by their Robo Advisor for Aggressive Growth: IVV, VB, SCHG, QUAL, SPMO, VWO, VEA. I'm not an expert at investing, but don't want to pay fees for a financial advisor. I've spent the better part of this past year trying to learn more about investing. I'm trying to decide if I should stick to this blend or switch to something like all VOO. I like the blend because it allows me capitalize on markets that VOO doesn't touch, but the blend also makes things complicated. I have a monthly contribution that I make to my Roth now, but I also have just a daily drop as well. The problem is the Daily drop is not very high, since it's daily, so it just sits there until the next month. I could just daily drop into VOO and make things easier. Not sure if I should switch it all to VOO for simplicity, change the daily drop to just go to VOO each day (even though there will be significant overlap with my other ETFs), or just not do a daily drop...Any advice would be appreciated.
You really want to invest I suggest some ETFs for diversification and protection against wild dips, IVV is a good one. SPMO for momentum if you wanna get more exposure, VB for small caps, VONG for exposure to even more tech and growth 📈, QUAL for international exposure, that's what I'm doing. It's not as fast but it's good. You're going to lose all your gains if you don't change positions soon.
Damn, hope you sold the top on that, 30% ain't bad at all for a quick haul. I haven't done a high risk high reward fast play in awhile, I miss the rush. I've been doing the boring stuff lately, just watching my 401k and Roth IRA slowly grow, IVV, VONG, QUAL, SPMO, VB, that's the Roth IRA and then the 401k is vanguard target 2055. It's lame but I do expect to be a millionaire eventually, in like 30 years...
This is incredible. I wish I'd ever had that kind of money and also knowledge that a particular stock would do so well for so long. Why do I suck at going long...I just keep checking it, and all I'm holding is VOO and similar shit like that, SDVY, SPLG, SPYV, SPMO, VEA, VONG, QUAL, IVV, I don't even try to pick stocks anymore. Too undisciplined.
What’s going on with QUAL?
> On September 24, 2024 - QUAL - iShares Edge MSCI USA Quality Factor ETF filed a NPORT-P form disclosing ownership of 1,635,509 shares of Walgreens Boots Alliance, Inc. (US:WBA) valued at $19,413,492 USD Yea, about 0.03% of the entire ETF, do you have a higher % stake? Why don't you just buy QUAL instead?
Remember the Great Depression? There was a mini-dip, then a recovery, then a big crash (and then the public elected Roosevelt to slow down the recovery). These crashes often happen on Thursdays. That's why I've deleveraged, replacing LQQ (QLD) with IWFQ (QUAL).
I bought the LQQ (European QLD) dip, and sold earlier today at a good profit. Switching back to IWFQ (British QUAL) to reduce risk.
That's the problem with using the same letter to mean total and technology. It would be easy to think: VGT - VanGuard Total. VTI - Vanguard Tech Index. Of course, it's actually the other way around: VGT - VanGuard Tech. VTI - Vanguard Total Index. Then there's VT (Vanguard Total), and the initials don't tell you what the difference is (VT is whole-world whilst VTI is US only). iShares is much clearer - QUAL (Quality), ACWI (All-Country World Index), VLUE (Value), IQLT (International Quality). Although there's still IVW and IVV - since when did W stand for growth?
I'll wait a bit for the bottom, then I'll buy into DBPG (the European equivalent of SSO). Maybe also LQQ (the European equivalent of QLD). Then after the recovery, I'll switch back to IWFQ (QUAL), IWFV (VLUE), and EMVL (EMGF).
Watching some videos by the Plain Bagel will help you gain a basic understanding of the market. As for stock picks, I'd recommend Apple, Nvidia, and Berkshire Hathaway. I wouldn't recommend an ETF because XQLT doesn't have a high enough trading volume for putting $8,000 in and other ETFs may provide inferior returns. Unless you're allowed to buy US ETFs, in which case I'd recommend QUAL, IQLT, VLUE, IVLU, and EMGF. These are more diversified and less risky than individual companies would be whilst providing better returns compared with VT or ACWI. If you want to invest in individual companies, stick with large companies with a market capitalisation above $500 billion because they're less risky and better for beginners.
Place a limit order for QULL close to its current price. The leverage should increase your returns vs QUAL, and the fund invests in a diversified portfolio of high-quality companies so should not be too risky, but it's not very liquid so a market order could get you filled at a bad price. Alternatively, just invest in QUAL. It's significantly less risky than QULL, although returns will probably be lower. Also, if you want to invest in individual companies, I would recommend looking for companies with low EV/EBIT ratios and high returns on assets. You can use a stock screener such as TradingView to find them. Also, stay away from companies with a market cap under $2 Billion and a volume × price under $10 million for the past day, because they're riskier.
https://totalrealreturns.com/s/F,VFINX. Ford's been underperforming for a while. I would recommend taking the money and putting it into QUAL.
There are many options, including Trading212 (in Europe), Robinhood (in the US), Interactive Brokers (aka IBKR), and Fidelity. Once you choose which one to use, just sign up, deposit money and decide which companies to buy, or invest into a diversified investment fund such as QUAL (US), ACWI (US), IQLT (US), SSAC (Europe), or IWQU (Europe). See the iShares website for all the main options in your region. Vanguard also has some other options. If you're investing a very large amount of money, then instead of investing into an ETF, invest into an open-ended mutual fund which tracks the same index (some good indicies are MSCI ACWI, FTSE All-World, and MSCI World Quality - the ETFs I suggested track these indicies) or if you live in the US, you could invest in SPY because it has a very high trading volume and a large amount of assets under management, although the S&P 500 isn't as good as the other indicies I mentioned. The issue with investing in smaller funds with lots of money is you'll probably pay more than you should. Also, you could invest into an active investment fund such as Berkshire Hathaway or Fundsmith if you wanted (you can buy BRK-B through whichever broker you chose, and buy Fundsmith directly from their website - these are both suitable for large investments because Fundsmith is an open-ended mutual fund which only invests into large companies and Berkshire Hathaway has a very high trading volume and lots of assets under management. But if you're investing a large amount of money, buy BRK-A rather than BRK-B). If you decide to invest into individual companies, look for companies with a low EV/EBIT ratio and with an operating cash flow (see the cash flow statement) greater than or almost as large as their net income (see the income statement), and with a high net income relative to their gross property, plant and equipment (see the balance sheet), and with a market cap above $2 billion (because that shows that lots of other people also think it's a good buy, and larger companies are usually less risky, plus your buy order will execute faster and at a better price because larger companies usually have higher trading volumes). If you're investing a large amount of money, then you should avoid smaller companies because buying them would likely push the price up. If you have an extremely large amount of money then you should invest in extremely large companies - I'd recommend Apple and Nvidia.
—> Advice for Roth IRA portfolio for an 18 year old I just turned 18 a few days ago. Right away I opened an account with Robinhood. Right now, my work situation is kinda rocky so I'm barely making over $600 a month. I'm planning to put $200 right now for my Roth IRA. Since I have little to none investing experience, I tried asking RB for help. I selected medium risk and medium return, as well as keeping cash stable plus growing it over time. Right below is the list of the EFTs they recommended. Is it a good recommendation, or should I wait and do more research? IVV • US large cap stocks 36% BND - US bonds 23% VEA • Developed markets 14% VWO • Emerging market stocks 6% SPMO • Momentum stocks 6% VB • US small cap stocks 5% VONG • US growth stocks 5% QUAL • US quality stocks 5% p.s. I know that I shouldn't let anyone make any investment choice for me, but I have no idea where to start for learning which stocks or index to pick out.
Just do this. 20% of your money in VTI 20% of your money in VOO 20% of your money in QQQ 20% of your money in QUAL Then do whatever you want with the last 20%(if you want simple-easy returns - just go 25% into those four and forget it Keep adding to them every couple weeks the rest of your life and never sale - you will be very happy and very rich.)
Looks a bit complicated but if it's automated I guess it's fine. Here are some points I want to make: * All of the stocks in SPMO are already in IVV, and SPMO has a higher expense ratio; I'd just turn SPMO into IVV. * IVV and VONG are 61% similar for the top holdings. The few differences have such little money invested that it is insignificant in your overall portfolio. I would turn VONG into a dedicated small cap or international ETF (VB, VEA, VWO) if you want more risk. * Similar thing with QUAL, but since I am biased towards simplicity, I would turn this into more IVV. * Not sure if BMD is a typo, but I'm assuming it's BND. You are you and have a long term investing horizon so I don't think bonds make sense right now. I would turn that into more IVV. Those changes would make your portfolio look something like: IVV 63%, VB 14%, VEA 16%, VWO 7% -- 77% U.S. and 23% International stock
kinda schocked to find out NVDA is only 4.5% of QQQ While it is 5.5% of QUAL and MTUM Oh and 3.7% in SPY So not even a 1% difference between SPY and QQQ
VOO as an example is 12 basis points lower than QUAL. You can find SPY replicants for significantly less, and over the long term it makes a difference.
DCA the QUAL ETF and chill high quality assets, compounders with consistent growth is all you need to become stupendously wealthy
Tl;dr: Keep QQQM and VOO; possibly add **SCHG** --> 100, 500, 251 holdings Every few years, I like to look for alternatives to QQQ and VOO, but none can compete with QQQ (mine is QQQM); but thanks to this post, I might finally add SCHG to my IRA. Stats with Initial $10K, after roughly 10 years (CAGR): 1: QQQ $84,807 (17.87%; ER 0.20)--ER 0.15 for QQQM---about 100 holdings 2: **SCHG** $62,274 (15.11%; ER 0.04)---251 holdings 3: XLG $52,891 (13.67%; ER 0.20)--54 holdings 4: VOO $48,564 (12.93%; ER 0.03)--trailing behind is QUAL (125 Lrg/Mid; ER 0.15) VUG (ER 0.04) and IWL (ER 0.15), both roughly around 200 holdings, and MGK (88 holdings; ER 0.07) trail behind SCHG. gl
QUAL The iShares MSCI USA Quality Factor ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics.
QUAL is the international version. There’s a US and a Global index version. Same criteria just a broader selection of companies. The US version has performed better but it only has 150 holdings. I believe the international holds 450. It has a slightly worse 30 year return at 11.5% annualized, but that’s still really high.
Yup. I think that’s what QUAL tracks. I use canunickistsn dollars so I’m in ZUQ/ZGQ.
I’m trying to stop buying individual stocks. It’s really fun, and I have some big wins, like COST and AMD, but then my losers tend to drag me slightly below the S&P. I think I’m best off being boring and sticking with ETFs. This year I’m leaning into SOXX, XLK, QUAL, SUSL, and VOO. It’s all tech heavy and SOXX is my AI play. I think that’s the trend that continues through 2024. I do want to get more COST exposure, though.
Over the years I’ve been bad about selling stocks for a loss and ultimately regretting my decision to sell because the market has always rebounded. Now I’ve made a point to immediately invest the funds into something else, so I don’t miss the rebound. Back in Oct 2022, I was down $20k on the etf QUAL, so I sold it for the tax write off and immediately replaced it with VTI, which is now up $20k. Now I have a tax loss that I can use and an unrealized gain that I don’t have to sell.
a. most investment mandates are to be in the index, and not outperform the index. b. liquidity (SPY and the ES index futures) are the most liquid equity indicies in the world. MOAT and the smart beta fama factor etfs (MTUM, QUAL, etc) are not nearly as liquid.
yeah I know watching the pre-market bloodbath across the board.... if QUAL is bad apple might be in trouble but they report after hours
EUSA as Defensive ETF? Being that I’m about 3 years from retiring, would like to reduce risk in my portfolio, which is very stock heavy, at 95%, equally spread among FXAIX, SCHD, ITOT and IVV. Not a fan of bond ETFs so looking at “defensive” ETFs like EUSA, QUAL or VPU. Thoughts?
Yes IUS, QUAL, QLV, SPGP, look for multifactor and such.
I keep finding myself gravitate to QUAL or VTV as a recommendation to others who ask this question and have been shifting to both of these ETFs when some excess funds come along (not much of that lately).
$ZM. Imagine thinking zoom would prosper while MSTeams was around. $QUAL. Years of development and capital ahead of them at best. $FSLY. Again, would be out done by bigger companies. $PLTR. Everytime I asked on wallstreetbets how they make money nobody could answer.
I'm a fan of COWZ. I also like MOAT, QUAL and VIG, as alternative to traditional S&P 500 index funds.
$QUAL and other chip stocks going crazy. Please invest I’m bagholding 🥺
VIG is one of my favorite long term equity ETFs. Also like QUAL, COWZ and MOAT.
DGRO, SCHD, JEPI, QUAL and DIVO. I'm just going to keep buying when I can every paycheck.
Some of my holdings are: SCHD, DGRO, QUAL, DIVO, JEPI - the last 2 are more for high dividends
Look up QUAL. Open it up and it'll give you the first portion the first 10 usually of the sectors they're invested in and then you could open up the 10 and it'll show you the companies. If not pull it up on a website and you should be able to get a full description. If you have any trouble finding it hit me up I'll see what I can do. Now I'm going to try to get some sleep before the bell.
A lot of great stocks in All the remarks. In my opinion however, be patient let the market bottom again, and it's going to. If you want to get a good chunk of everything QUAL has actually gone up about 10 to 15% since June 16th. In my opinion without offering direct investment advice look it up and take a look at the first 10 companies it invest in and you might be surprised how many different sectors it covers and with quality companies. Hence the name.
The thing is, RNM is known for his work specific to the Profitability factor and as you note, Quality is just an extension of that. In addition, factor models are used to explain performance, however, the products based on them are not necessarily constructed in order to best harvest the factor premium. In fact, more often than not any product is going to be watered down in order to mostly follow the market. Hence the issue many have with considering QUAL and similar quality funds anything other than 'smart-beta' (i.e. funds that claim to capture factors but really just aim to mimic the market with a teeny tiny factor tilt). Also worth noting that regressions can be very misleading. Finally, the guide to factor-based investing (while a great starting point, and I still recommend it) is growing older overtime. I recall the writing in it regarding Low Volatility is outdated now, for instance. Again, I would still recommend it for most people but it's a starting point.
[Qual](https://finance.yahoo.com/quote/QUAL/) - iShares MSCI USA Quality Factor
Stocks that I wanted to get calls in today : QUAL META NFLX SPY ENPH Stocks that I got into today : NFLX 180c was 5 bagger if u got in the morning
What do people think of iShares MSCI USA Quality Factor ETF (QUAL). Would this be considered to be a good basket of 'boring' companies?
What do people think about QUAL?
Diversification into the value side of the market seems like a good idea in this environment to protect yourself. Take a look at ETFs like QUAL and IWN, and perhaps even consider getting exposure to commodities like gold, wheat, corn. Given the current environment we are in, doing this may save your portfolio. dca'ing into semis while you do all of this is also probably a good idea. maybe consider cheaper plays in the same space like TXN or QCOM. if you aren't certain, SMH and SOXX are great etf's to get exposure to the whole sector. good luck
QUAL and VIG are two of my favorites.
I don't know about megacap, but AVLV (US-only) and AVDV (ex-US) are quite possibly the best ETFs out there for exposure to large-cap companies with strong balance sheets and fundamentals. [Since inception, AVLV has held up much better than QUAL.](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=4&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=AVLV&allocation1_1=100&symbol2=QUAL&allocation2_2=100) [Likewise, AVIV has held up much better than IQLT.](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=4&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=AVIV&allocation1_1=100&symbol2=IQLT&allocation2_2=100)
Just doesn’t meet your low P/E standard but it’s good - it’s just based on the quality factor which basically measures for strong financials but doesn’t take into account their valuations. The value factor is based solely on valuations or price compared to some valuation metric like P/E so doesn’t necessarily take into financial health on its own. QUAL is good but JQUA has slightly lower expenses and has had a better risk/return trade off
You're probably looking for $QUAL - Ishares Quality Factor Etf. Not that I suggest it will perform great, but it matches the characteristics of what you're describing.
What do you guys think of iShares QUAL? It is a basket of large and mid caps with strong fundamentals. I wish it was limited to large caps, but otherwise seems to check the boxes.
Great advice! I was looking at the top holdings of QUAL, VTV and VUG, but I’ll check out those etfs as well
130.59% for qual and 106% for s&p. Search 'qual share price' on Google and it will come up with the share price and then click where it says compare. https://www.google.com/search?q=qual+etf+price&rlz=1CDGOYI_enGB972GB972&hl=en-US&sxsrf=AOaemvL0dbFmAnEPRxfqBL8zvOiNNo8PFg%3A1641430790742&ei=Bj_WYYrgLP6Sxc8PgNaJ2AE&oq=qual+etf&gs_lcp=ChNtb2JpbGUtZ3dzLXdpei1zZXJwEAEYATIHCCMQsAMQJzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQRxCwAzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQzIHCAAQsAMQQ0oECEEYAFAAWABgtwloAnABeACAAQCIAQCSAQCYAQDIARHAAQE&sclient=mobile-gws-wiz-serp#wptab=s:H4sIAAAAAAAAAONgVuLVT9c3NExKNisqyE2Jf8RowS3w8sc9YSn9SWtOXmPU5OIKzsgvd80rySypFJLmYoOyBKX4uVB18uxi4sgvSy0qy0wtX8TKV1iamKOQWpKmUFCUmZwKAKFzfWhoAAAA. Here is the link Also check out the previous link I sent you. Some performance comparisons over 15 years plus. With QUAL and the us index
https://www.msci.com/documents/10199/fe5bba3e-04f4-43e7-bbb3-8994b37d62f1 Check this out. This is the quality fund that QUAL tracks
Look at QUAL. I think that might be available in the USA. That also has the exact same holding as IUQA
VOO vs VFQY SPY vs QUAL Over the past 3 & 5 years S&P500 has outperformed quality, has a lower expense ratio, and higher dividend %. Those quality ETFs don’t go back any farther than that
SCHG - large cap growth. good performer, does better than QUAL.
Since my portfolio ATH back on 11/05, I am down 7.5%. So what am I doing today? Adding to positions in QUAL, XSVM, and VOT. And opened a small position in FIW. What are you folks doing?
QUAL, it focuses on profitable companies with stable earnings and low debt. Fortunately stocks with the latter property tend to have a lower volatility and a lower maximum drawdown.
I don't know if this diversifies but I do like $QUAL and $FVAL
I would look at VTV. Vanguard Value Index will provide you with a broad, cheap way of diversifying out of you tech heavy portfolio. Maybe also QUAL etf will give you what you need.
I look at both the delta and premium. I wrote these options awhile ago but these are the covered calls I currently hold MSFT $300 ABNB $250 DKKG $90 QUAL $240 PLTR $35/$45/$55 INSG $15 TIL $35 FSLR $140 All with '23 expiration. I'll probably look into buying calls on MSFT so I don't loose my position.
Quality: QUAL IQLT, VFQY, BTAL Equity Momentum: MTUM, IMTM, VFMO Futures Momentum: CSAAX, PQTAX, AHLPX
It is the kind of thing someone with enough money could manipulate into truth. Basically, he created a good alert system to unusual options activity, and you trade that (though the TLT one he just noticed it normally correlated with something else and it was way out of correlation). Screener finds someone out there bought 10,000 calls on XYZ, you long XYZ (through an options spread). On the other hand, the two he put on youtube CSTM and QUAL are so thinly traded that I almost think they could just be gamma hedged into his prediction.
So, I found this guy (Jonathan Rose) because during the first run of a stock that if I name it my post gets auto-deleted, Jim Cramer tweeted a link to his youtube video saying it was the best explanation he's seen. I'm not one of those Jim Cramer knows all people, but also not one of those he knows nothing people, and I know there are people who listened to him, so I clicked. This led me to subscribe to him on youtube and I saw him post a couple of things - 1 was unusual options activity in QUAL the other the same in CSTM. Both of these ideas have made me money (though CSTM I got scared and took out small profit when if I waited it would have been a lot more, oh well). BUUUUUUT, here's the thing, his advertising methods seem SUPER scammy to me. I was even in a zoom meeting of his that turned out to just be an advertisement and it was just like any investing scam school advertisement. That said, he's made me money 2 out of 2 times (it would have been 3 out of 3 but I ignored him on TLT). Maybe he just cherry picked some easy things for his advertising? Or maybe his program really is useful but he just for some reason uses scammy advertising? Even his facebook reviews look fake. Honestly, it's every red flag, so maybe that tells me all I need to know, but hard to argue with the results of the few free things he put out. Anybody know any more about this?
QUAL, VBR, AVDV, VWO, EDV sorry I'm boring
Thoughts on this allocation? 11% -- blue-chips (QUAL) [this is my ROTH IRA] 2% -- AAPL [this is my HSA] (also considering MSFT instead) 37% -- USA total market index ETF (FSKAX) 10% -- Small caps (FSSNX) 20% -- Emerging markets ETF (FEMKX) 20% -- cash gang/options; allocations TBD Was thinking of putting SOXL into the mix but seems too risky. What do you all think of this?
Thoughts on this allocation? 11% -- blue-chips (QUAL) [this is my ROTH IRA] 2% -- AAPL [this is my HSA] (also considering MSFT instead) 37% -- USA total market index ETF (FSKAX) 10% -- Small caps (FSSNX) 20% -- Emerging markets ETF (FEMKX) 20% -- cash gang/options; allocations TBD Was thinking of putting SOXL into the mix but seems too risky. What do you all think of this?
I'm seriously going have to read more DD here. We've honestly struck it everytime almost or just early except QUAL =lmao.