RWL
Invesco S&P 500 Revenue ETF
Mentions (24Hr)
-100.00% Today
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Given the fees that RWL has, I will likely move my RWL into VOO if those stocks take a serious haircut.
That one's pretty new. The fees are better than RWL, so I may have to look into that one.
I moved my 401k($900k) to cash an hour ago. I actually like what you're putting down though, so I'm probably going to move a little into this RWL. Thx
Invesco's RWL charges 0.39% in net fees compared to 0.03% for VTI. That would be $300/mo more per $1M invested and the RWL doesn't seem to fare any better in past down markets.
Chiming in with the "dump SCHD, DGRO, and BND" folks. These are not what a young person needs to grow their portfolio for retirement. I know you say you like the criteria used to pick the holdings in SCHD and DGRO and you want to favor those types of companies. That's value investing and it can be a good choice. But you have better options than SCHD and DGRO. Check out: RWL, VTV, FFLV, DVY, CGVV, and PVAL. I own PVAL and love it, but think all of these are great value funds. Also, you haven't mentioned this aspect of your plan, but if you haven't already, I would ditch Robinhood for Fidelity, Schwab, or Vanguard. Robinhood may have a great interface and some excellent features, but it also really tends to gamify investing and lure people into risky and advanced stuff that can get them into trouble.
Basically yeah. My soul wants to support them less. Am I giving up some potential. Maybe. But RWL doesn't have a bad historical return either. Also I don't see NVDA as a 10 trillion stock no matter what some may think.
This is exactly why I do RWL instead. Less tech weighting and it not just the big 7. I don't want myself tied to that in the next decade.
I'm volatility weighted and down -3.71% YTD that's how it feels lol. Revenue weight RWL is up 3%
IMO - SCHD is a good choice - VOOG is meh, I'm not a big fan of growth stocks. large growth stocks tend to be mediocre performers over the long-term. professionals and amateur retail investors both tend to over-pay pretty dramatically for growth stocks relative to what you get long-term. I'm old enough to (barely) remember the dot com bubble and when the S&P 500 went flat from 2000-2012 so I've seen the downside risk of large growth stocks. - RWL is another good choice. Never seen anyone here mention this ETF but I like the strategy because it avoids too much concentration in the usual Apple-Amazon-Microsoft-Tesla stocks. this ETF sort of represents the economy more than representing the stock market. - ANGL is 'fallen angel' bonds, companies whose bonds have been recently reduced in their credit rating. these are the highest bracket of 'junk bonds' which is why the yield is so high. this is an OK option for what it is, but it's not representative of the overall bond market. junk bonds also tend to move more like stocks, so this is a good one for income but will not add much stability. for that you'd want short-term bonds or a diversified, investment grade bond ETF like BND, LQD, FBND, TOTL or CGCP - you're right on consumer staples and downturns at least historically, and this sector also tends to perform well over the long-haul. but consumer staples is also verging on overvalued so returns might be disappointing over the next 5-10-15 years. IYK has a p/e ratio of 19/20 and it's very concentrated with 16% in Tesla (!) and 15% in P&G with several other stocks at 11% of the portfolio. - you need international holdings and maybe US smaller companies as well.
Buy puts on SPY, TSLA, QQQ. Sell calls on FANG stocks. (TSLA, GOOGL, FB) Sell puts on small caps. (IWM, RWL) -> Buy calls on VXX and UVXY -> Short everything else in the market place!
Buy puts on SPY, TSLA, QQQ. Sell calls on FANG stocks. (TSLA, GOOGL, FB) Sell puts on small caps. (IWM, RWL) -> Buy calls on VXX and UVXY -> Short everything else in the market place!
IMO my best decision avoid being concentrated in the same stocks that dominate VTI/S&P 500. this strategy can minimize the damage from crashes, which do more harm than many younger investors realize. it can take years or even decades to recover from major market crashes. so risk management to avoid concentration is a good plan for part of your portfolio. market-cap weighted index funds are essentially trend and momentum based, with no connection to valuation. you're buying more and more of stocks just because the share price goes up. and when the stocks all go up together, more and more of your portfolio is balanced on the backs of fewer and fewer companies. practically any other strategy will reduce concentration in the same stocks, and will take the sting out of market crashes. dividend ETFs and funds have held up a lot better than the market this year. ditto for most value ETFs/funds, or Rob Arnott's 'fundamental indexes' at Schwab like $FNDX. or look up $RWL that holds US large cap stocks by revenues. the S&P 400 and S&P 600 also fared a lot better than the S&P 500. in all cases, these ETFs are less likely to be dominated by the same handful of companies and so they suffer less in crashes that afflict the 'top dog' stocks of the moment.
the stock market can give you a flawed ideas of which companies are important. top 10 US companies by market cap (from VOO) - Apple - Microsoft - Amazon - Telsa - Alphabet A - Alphabet C - Berkshire - United Health top 10 companies by earnings (from $RWL) - Wal Mart - Exxon - Apple - Amazon - Berkshire - United Health - CVS - McKesson Corp - AmericsourceBergen Corp - Chevron
Vgrape Wrd, X0 skeleton RWL\* on the menu of a whale 4 a BO!
[About the same as the S&P500.](https://www.portfoliovisualizer.com/fund-performance?s=y&symbol=SPY&symbols=RWL+EPS). In the long-term, money will flow to those firms that increase their revenues and earnings (which ultimately are able to deliver the greatest amount of cash back to their shareholders). In the short-term you might see some volatility or discrepancies but in the long-term, money follows where money is being made. This is part of the efficient market framework that people are so quick to dismiss. Can Tesla or Gamestop continue to have high valuations? Sure...but if they don't start making that expected future cash via increasing earnings and revenues, the market will let Elon Musk and Ryan Cohen know pretty quick. This is why people like me always recommend a globally-diversified, low-cost index fund like VT. Money will flow wherever the cash is been made. Sometimes it is in large-cap stocks, others in American stocks, and other times in technology stocks. If things change and money is being made elsewhere, the market will adjust accordingly.
Me too, but I like food better than smooth evenly-colored walls. In case you want kits to make it go faster, I got deeses: [Plastical](https://www.amazon.com/gp/product/B084TLPF8Z) [Gynese Crap](https://www.amazon.com/gp/product/B0762LWK4W) \+ [Sealant](https://www.gardeners.com/buy/clear-waterproofer-for-wood/8596701.html?utm_campaign=PLA&utm_medium=googleshopping&utm_source=google&SC=GGLPLA&gclid=CjwKCAjwpKCDBhBPEiwAFgBzj8luO2mWGv6VrEakEpNFx4WivsIhetbcwoFnADWpJLvhmqZYobjfrxoC8sQQAvD_BwE) and [One small cedar](https://www.amazon.com/gp/product/B071G6HFCV) In addition to a crap ton of plastic pots from Lowes/HD and [fabric](https://www.amazon.com/gp/product/B0722RWL7G) [pots](https://www.amazon.com/gp/product/B0725CKNRN) I guess some of that stuff is out of stock and I lucked out always managing to accidentally order like a month before the rush.