SPHQ
Invesco S&P 500® Quality ETF
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Is there any reason whatsoever that a "smart beta" ETF which has a long term track record of beating the S&P would be a bad investment long term?
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Ha, fair catch and I deserved that. VTI yes, VOO was a mistake on my part. But I notice you sidestepped the actual question. The post was never really about VTI or VOO. It was about factor tilted products like AVUV, DFIV, SPHQ and SPMO, which are built on the same academic lineage but go further by explicitly targeting size, value, profitability and momentum premiums. Those are genuinely under discussed compared to their plain market cap counterparts. So yes, got me on the VOO slip, but you did not get the point of the post.
The SPHB/SPHQ ratio is tipping bearish and with liquidity still stuck in holiday mode the low volume chop on $MU is a textbook trap don’t expect a real breakout until the institutional bid returns next week
Why SPHQ over SPMO? Just curious, I just bought some SPMO recently. What do you like about SPHQ? Spmo has a 5 yr return of 130% with an expense ratio of .13%. Sphq has a 5 yr return of 81% and .15% fee. Sphq's dividend is higher though, 1.07% to .64%. Does sphq leans towards value and spmo leans towards growth? I bought a really good value etf, VTV. Check it out. .04% fee and 2.09% yield.
Don’t know about switching to equal weight, but owning something SPHQ along side the S&P makes sense to me.
There are so many I've researched. SPHQ is a good one. Check out GLD and FTLS
Fundamentals matter much more for buy and hold single stocks, and the top 20 companies in SPHQ etf are the best examples of companies with strong fundamentals. Day in day out, or over weeks, technicals can give you the overall trend, momentum, institutional money flow, and intraday signals. Really at the time of placing a trade into a stock that you're not going to hold long term, there's nothing else besides these things that really matter...
An ETF but I like the looks of SPHQ. I'm not yet convinced the tech bubble will pop and haven't bought in just yet. I currently keep my large cap allocation in SPMO.
I do a multi-factor portfolio with a mix of momentum, quality, tech and size/value. SPHQ, SPMO, XMMO, IDMO, IGV, SMH, AVMV, AVUV, AVDV, LVHI, even split between funds. 20% quality, 30% size/value, 20% tech, 30% momentum. 70% US 30% international. 60% large cap, 20% mid cap, 20% small cap.
I figure that’s what my ETFs are for, rather than individual equities. My big 4: SPHQ IGM CGDV FDVV Hedge: PPA RSPU
No, they are not. The question is always funds v. individual securities. To save my sanity, I went to funds. I use thematic funds that give me an advantage in terms of performance and risk management. For example, instead of SPY or VOO, consider SPMO or SPHQ.
I started investing in my mid to late 40s as well. Since I don’t have a lot of time I don’t invest conservatively at all (I’ll either have the money in retirement or I won’t) so I avoid bonds, high dividends and large value. I invest heavily into tech because it has doubled the performance of the SP 500 over the last 30 years. Tech is very volatile but if you can get extra cash and invest when it’s down it will have even better. I have more faith that it will outperform everything else over the next 20 years. A very risky portfolio that has been recommended to me: 20% SPHQ, 20% SPMO, 15% XMMO, 15% FTEC, 15% IGV, 15% SMH. This will cover you in all phases of the market cycle but you’ll be betting on US outperforming international long term. I think that’s a fair bet because if international outperforms over the next 20 years you’re screwed unless you invest 100% international. So bet one way or the other. This portfolio will either get you the returns you need to retire in 20 years or it will do poorly. But in my opinion some money is the same as no money if you can’t retire on it, so it’s worth the gamble. At or near retirement if you have enough money built up, switch to 25% AVIV, 25% SCHD, 25% VOO, 10% SPMO, 10% FTEC, 5% XMMO. I’m sure 99% of people on here would disagree with me, but most of them have the luxury of taking a more conservative route and coming out on top no matter what happens because they either have more time or money to invest. Any other suggestion will work fine too if you have at least $2500 to invest every month.
8 shares of SPY and 5 shares of SPHQ. Don’t overthink it.
If you want to exclude a specific company because you hate it for some reason (i.e. political, ethical, etc.), it’s a bit impractical unless you buy 499 stocks individually. You can also buy the index and take a short position but there are trading costs. Since you mentioned Tesla specifically, you can take advantage of the fact that its valuation is ridiculous and that it isn’t profitable in the following manner. A 50/50 split of value and growth funds (VTV and VUG) closely approximates the returns and the factor exposure of VOO for just 4 bp instead of 3 bp. However, Tesla is in VUG despite not growing because the underlying methodology for the CRSP index assigns a stock to one bin or the other. Fortunately, the quality and growth factors are heavily correlated, so you could replace VUG with SPHQ, the S&P quality ETF which would exclude Tesla. tl;dr VTV + SPHQ
Yo, honestly, your portfolio is like trying to win bingo with too many cards. 😂 You’ve got a ton of overlap, especially with the large-cap U.S. stocks (IVV, SPHQ, SPMO, SCHG) – they’re all just fancy ways of saying S&P 500.
VWO – Vanguard FTSE Emerging Markets ETF SPMO – Invesco S&P 500 Momentum ETF VEA – Vanguard FTSE Developed Markets ETF SPHQ – Invesco S&P 500 Quality ETF IVV – iShares Core S&P 500 ETF SCHG – Schwab U.S. Large-Cap Growth ETF BND – Vanguard Total Bond Market ETF VB – Vanguard Small-Cap ETF Is this a good portfolio for my Roth IRA ? I’m 21 , I just made it on robinhood and this is what they gave me , but chatgbt said I should consolidate all the ones that are similar / track large cap SMP ? So what do you guys think
I would sell in January, which I did, and move to 40% international (VEA or VXUS), 30% bonds/cash, 30% S&P 500, or in the case of one of my portfolios, Invesco S&P 500 Quality ETF (SPHQ). If I held a high-conviction individual stock, which I do, then I would use covered strangles throughout the bear market to get as much premium as I can and potentially accumulate more on that position to help amplify the recovery. Once the 50-day EMA crosses above the 200-day for the sectors that tend to recover the fastest (e.g. tech, small-cap indexes), I would plow my 30% back into the market using TQQQ and then into IGM once I feel like getting off that ride… Then I just hold my 60% domestic / 40% international, 100% equities portfolio until the next time we decide to economically self-harm. That’s my plan, we’ll see how it goes. It’s working great so far. Good luck!
Short Answer: Yes, S&P 500 is a solid place to start—especially if you’re young, but… SPHQ might be even better. ⸻ Longer Answer: Here’s How to Think About It You’re right that the S&P 500 (like SPY, VOO, etc.) is: • 100% U.S. large-cap • Heavily tech-weighted • Proven over the long haul (historically 9–10% annualized return) • More volatile than a world index, but with higher upside historically At 27, you’ve got 30+ years of compounding ahead, so volatility isn’t your enemy—time is your friend. And you’re not wrong that MSCI All World (like VT or VWRL) has more global diversification—but 60% of it is still U.S., and the rest is often less efficient and slower-growing. ⸻ Enter: SPHQ — S&P 500 Quality Factor ETF If you want to hammer one fund long-term, SPHQ is a brilliant twist on the traditional S&P 500 approach. Why? • Focus on high-quality U.S. companies—those with strong balance sheets, high return on equity, consistent earnings, and low leverage. • It filters out the junk and gives you exposure to companies that tend to hold up better in downturns. • Performance has historically beaten the S&P 500 with less volatility. Seriously—check the charts. TL;DR: SPHQ = smart S&P 500, perfect for a long-term “set it and forget it” strategy. ⸻ Suggested Strategy • Invest the bulk now (maybe 80%) into SPHQ. • Keep 20% in cash or short-term bonds if you’re risk-averse, or add a small slice of international (like VXUS or VEU) later if you want to gradually globalize. • DCA (dollar-cost average) only if you’re worried about market timing—but lump-sum investing historically wins the long-term race. • Don’t try to time macro stuff too much. Time in the market > timing the market. ⸻ Final Advice You don’t need a flashy portfolio—you need a durable one. SPHQ is a fund you can hammer into for the next 10–20 years and not feel dumb about it later. It gives you U.S. growth, quality filtering, and simplicity.
Understood, so with volatility already elevated, there are really only two choices. 1) Sell naked short SPY call(s) as a pseudo "covered call" on your VTI position. (I did this today with the $126K I have in SPHQ. That's equivalent to about 250 SPY shares. So I shorted 2 SPY call contracts.) 2) Buy a long SPY put debit spread. Single put contracts are soooo expensive right now. But they're more affordable if you pair a long put with a short put that's at a lower strike.
SPHQ, BRK, PM, MO. Basically what I’m saying is buy safe stocks right now and only invest a little at a time in this current market environment. Nobody knows what the hell is going on but if you buy now your gonna be buying in on a HUGE market drop which is good long term. You have to determine your own risk level and how long you’ll be investing and that’s step one. Step 2 is to then decide if you want to invest in ETFs (a collection of stocks) or individual stocks themselves.
"Shorting against the Box" is not a thing that's permitted anymore. (I'm 64yo now and actually tried this a couple years ago. Didn't realize rules had changed!) You've got the right idea about swapping a security for a loss for a new one that's a good enough replacement. (Hint: aim for "good enough". Your choice of SCHB & VTI aren't convincing to the IRS. Both are broad US market funds, similarly weighted.) But you didn't exactly say that this $50K would be swapped, but rather frozen in place, right? So is your idea then to protect approx $50K in gains? If that's the case then IMO the best way is to spend a bit of money to dollar for dollar protect what you want protected using SPY put contracts. People here can help with that. The next best way IMHO is a covered-call sort of setup. Except in my case, since I have significant gains in the things I'm trying to protect, I really wouldn't want them being called away and making a messy taxable event. So I own SGOL, but write GLD contracts. I own SPHQ but write SPY contracts and I own IEFA but write EFA calls, etc. You've got VTI, so SPY is perfect to use to write some calls. The idea being that if you write $50K worth of SPY calls, then the worst case might be winding up in a position where you're short SPY. But at least no VTI shares were called away.
My portfolio is 60% long term safe (VOO, SPHQ and BRK shares) and 40% options so I check it constantly and get to be disappointed with my whole entire account 
Gold, consumer staples, BRK, SPHQ and PM/MO
I’ve got so many $SPXS calls for April 4th I’m holding those but I’m not holding any weeklies or any other options except for a big stack of $SPXS calls just in case the market drops and especially on April 2nd and just my long term shares portfolio of SPHQ, BRK and GLD.
I did for right now lol majority $SPHQ and like the other 30% is options this is about to get way worse
I'm retired, so I want to avoid a significant drawdown. I like a "managed futures" holding, CTA. I hold CLO ETFs, such as JAAA and CLOZ (there are plenty of others). Also, I like BDCs. I keep a basket of BDC holdings, anchored by MAIN. I consider SPHQ and FDVV as my "core" holdings. I'm building those as I exit individual equities. Basically, I've trimmed my "fun money". I'll continue to use the "fun money" without regard to possible recession, stagflation, and/or bear market.
I can’t get with the “all-or-nothing” thinking. Thinking like that and acting accordingly is nothing but trouble in life, including investing. Selling everything, all at once, I can’t support that. I am shifting to less risk, for me it’s a process. I’m carefully selecting positions to reduce holdings, and sliding those funds into safer investments. I evaluate each holding. For example, I reduced my SPHQ position, because I believe that it will see a large drawdown in a general market correction. On the other hand, I believe that NVDA is a great company, and that investing in AI is an opportunity of a lifetime for me. I’m not selling any NVDA. I like CLO ETFs, I chose JAAA and CLOZ. I also like “managed futures” funds, in particular CTA. I didn’t know about ICSH, that looks interesting. I can’t see how “I’m selling everything” could be an optimal solution to a riskier market environment.
I’ll suggest that you research SPHQ. S&P runs “quality factor” metrics against the 500, so as to create sort of “S&P 100” based on quality metrics. SPHQ is an Invesco ETF for the “S&P 100 by quality”. I invest in SPHQ rather than SPY. SPHQ has worked very well for me. I’m comfortable with the “quality” approach.
Because there are other strategies that are better. QQQ and SPHQ come to mind.
Just look for any pump and dump schemes and companies that continuously dilute shares. Market cap isn't all it's cracked up to be. It's a fairly arbitrary number. You should look at SPHQ, FNDX, and PRF. They are weighted by profitability and fundamentals
I enjoy the research. It is possible to identify market slices that pull the S&P 500 up (and down). Insurance (IAK) and Defense (PPA) have outperformed the 500 over the past year. I’m invested in them. Honestly I don’t invest in the 500. I have SPHQ as a core position. S&P has an index of a select 100 of the 500, based on quality factors. It consistently outperforms the 500 and I see no reason that will change. I like the “quality” filter, that approach suits me. I also researched NVDA early this year. I found it to be a great company at a fair valuation. I went heavy on NVDA. No regrets thus far, huge gains, and NVDA is still a great company, in my opinion.
I suggest that you research SPHQ. S&P runs a "quality factor" computation against the S&P 500 and culls the top 100 "quality" members accordingly. SPHQ consistently beats the S&P 500, in "up" markets and "down" markets. So, SPHQ is essentially an index fund against a subset of the S&P 500. I hold some IVV (same as VOO) and I am heavy on SPHQ. This has been working quite well.
Few “new topic” posts contemplate a “middle ground” adjustment. Lots of extremes. “I’m going 80% bonds!” First, what percentage are you holding now? I mean, if someone is 20% bonds now, why go 80%? That’s an unnecessarily abrupt move, especially since cash is still a 5% play. Try 30%, then maybe 40%, et cetera. I may have missed it, I didn’t identify your current bond position. I’m retired. FDVV and SPHQ are my “core”. I have cash/CDs. As the CDs mature, I am easing that cash into utilities ETFs (currently RSPU and UTES). I’ve been afraid of so many things in my mind over my lifetime. A few of them actually happened. I am still learning, emotion-driven investments are vastly suboptimal.
Is this too complicated for my Roth IRA. Should I simply to just a couple etfs? IVV - 41% VEA - 15% BND - 10% VWO - 9% SPMO - 7% IJR - 6% SPYG - 6% SPHQ- 6%
Added to SCWG and SPHQ today Markets pulled back to 50dma today. One more day like today and we test the 100dma. I have a list of some stocks but want to let the market draw down a little further this and next week
70/25/5 - Equity / cash or equivalent (cds, bonds, tbills) / crypto. The equity portion (70) is currently 75/25 individual stocks / ETFs but I am re balancing this year and will be at a 50/50 ratio by end of year. This will add more diversity. Main ETFs, VOO, OUSM, SPHQ, DGRO, XBI, SPYV, SCHD, VBR, VOE, DIVI, DEBF
I don't know about massive outperformance but as an example. In my taxable I own the ETFs: SCHG, VGT, and SPHQ. And at this very moment they are up 18%, 14%, and 11% and that's great :) I love it. HOWEVER, i also own NVDA, META, and GOOG, and they are up 33%, 22%, and 26%. so yeah\~ but here's the deal. whenever the market has a correction or "reverts to the mean," I fully expect those individual tech stocks to get hit harder than the ETF's.
I’d add some international like VXUS. The rest probably VOO. You already have quite a few positions, but if you’re looking for something else, here are some I like. QQQ VGT MOAT SPHQ SPGP. Portfolio Visualizer is a great website to play with different holdings, and get a better understanding of your own portfolio. Keep killing it man
Ikr 😅 I said F’ it and bought some march 15th SPHQ calls for $.10 I still have really tiny balls though because I only bought 20 contracts
I have all 6 of these ETFs in my Brokerage, HSA and IRA accounts. My portfolio has never been down significantly that causes me to panic. I keep adding to my positions on red days. This is not a suggestion to buy any of these ETFs and today certainly wouldn’t be a day to buy them. Wait for a pull back. SCHD IVV SPHD SPHQ SPYG VWO
Here's what working for me. IVV SCHD SPHD SPHQ SPYG VWO
Again there is no guarantee SPHQ will outperform the broader market in the following decades. Maybe it will, maybe it won't. Looking at one decade of performance is recency bias. Since its inception SPHQ has underperformed the broader market https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=2llHSCyA6aI05YPYwduCR2 That being said someone investing in SPHQ is a lot better choice than trying to pick stock themselves.
It's not just tech stocks or growth stocks though, although those are the examples I gave. There are ETFs like SPHQ which have returned 13% over the past decade and are based on quality factor. It has mostly the same stocks as an S&P500 ETF Except it weights them more effectively than a typical market cap based ETF where 2 companies account for like 14% of the portfolio
Yo guys question I made the decision of making my Roth IRA 70%SPHQ 20%AMZN and 10%VICI thoughts on this my people ? 
There's a lot to unpack here. Let me start by simply answering your question. I have no idea. There's no way an ITM put should have a bid of $0 during market hours. Maybe it was a Robinhood glitch? Were you looking at the price after hours? That could explain the $0 bid. It's not $0 now. With that answered, here's everything you did that made this a much harder situation to figure out than was necessary and the trade much harder to make a profit on: 1. Don't make videos of trade apps when all you need to do is write down the relevant details of the position and prices. You could have saved yourself a ton of trouble by simply writing the following, which describes everything in the video that is essential to know: **1 SPHQ 53p 10/20 @ $2.05, current mark $1.00, bid/ask $0.00/$1.70 vs. SPHQ spot price of $51.92.** 1. Stop using Robinhood's price quotes and price graphs for the value of contract positions. That is just Robinhood guessing by taking the average of the bid/ask (the mark). The bid/ask is the most accurate way to value a position. The bid gives you a lower bound on the value, so it's a good starting place. You know that your trade is worth *at least as much* as the bid. If the spread is wide, like $0.00/$1.70, the price quoted by Robinhood **is pure nonsense** and should be ignored. It's the bid that matters. 1. FWIW, SPHQ has pretty poor option liquidity. Spreads are wide, even when they aren't glitched. You are probably making life hard on yourself, by leaving money on the table, trading options on SPHQ. For example, the current quote I see on Etrade right now is 1.20/1.55 for your put. Ideally, you want the bid/ask spread to be less than 10% of the bid. 10% of 1.20 is .12, but the spread is .35 wide, almost 3x the maximum acceptable width. This guarantees you are losing money to the spread. If it's a nickel increment contract, you can round .12 up to .15, but .35 is still too wide compared to .15. 1. Don't accept Robinhood's default limit buy to open at the ask!! That also guarantees you are losing money to the spread. Pick a price that you think will fill the order, don't just give up and pay the highest offer. It's an auction and you have to be an active bidder. Let's say the bid/ask was 1.20/1.70. I would start with a BTO limit of 1.25, not 1.70. If that didn't fill after 10 seconds, I'd cancel the order and try 1.30, and so on until it fills.
> SPHQ has similar holdings to SPY but is more diversified which logically feels like a better option for retirement investing It is not more diversified It has SPHQ has 101 holdings MOAT only has 55 holdings. The S&P500 index has 505 holdings
I guess my point was SPHQ doesn't really have that high of an expense its 0.15. Is it higher then lots of other index funds that have a 0.03% ratio yes Is it really that expensive not really
That's fair. From my perspective that's kind of the point I guess. I don't know how the market will fare so spreading money into funds that use different strategies to weight their holdings feels a lot more diversified It just seems weird that these funds don't get a ton of attention. SPHQ has similar holdings to SPY but is more diversified which logically feels like a better option for retirement investing
Maybe I wasn't entirely clear about what Fidelity offered in my corporate 401(k) account; only about 30 mutual funds of mediocre performance. No brokerage option. I'm doing more than 3x better with QQQ, SPHQ, VIGRX, VIMGIX with leverage not available for 401ks. I'll look at your suggestions for my wife's account; currently INPIX, SCATX, MACGX and ADNPX. Backtest shows about 1/3 TMR compared to \^\^.
Hello friend, I chose the SPHQ because it is a quality factor ETF, as I feel more comfortable with a more conservative ETF profile, less subject to fluctuations like growth ETFs.
Hello friend, I chose the SPHQ because it is a value ETF, as I feel more comfortable with a more conservative ETF profile, less subject to fluctuations like growth ETFs. (**Value vs Growth ETF** \- https://www.investopedia.com/articles/investing/011316/value-vs-growth-etfs-how-do-you-choose.asp)
Hello everyone, please comment on my 30-35 year ETFs investment portfolio for retirement: USA: 30% **SPHQ** \+ 30% **AVUV** International ex-USA-Emerging 15% **AVIV** \+ 15% **AVDV** Emerging 10% **AVES**
I mean, I guess I’m buying every chance I get too since I max my 401k and buy every 2 weeks… but I don’t think this is the bottom for the market or the economy. I buy more SCHD, VIG, SPHQ etc… buying less QQQ & individual stocks. Got a few QQQ puts & VIX calls just in case.
Please rate the portfolio Robinhood created for me on a scale of 1-10 for my first ever ROTH IRA: Asset Allocation IVV: 38% BND: 20% VEA: 13% VWO: 7% SPMO: 6% SPHQ: 6% STIP: 5% IJR: 5% ​ I'm 39 (almost 40) and just now starting to save for retirement. I know I started way too late. I'm looking though for a long term investment strategy so I can retire by age 75. Therefore, my time horizon is 35 years. I live in the United States and I make around $60k a year and have my residence provided for me, however I do not own it at all. I have no 401k or pension. I have no money saved towards retirement at this point. My objective with my investment is to build up some retirement funds. Right now, I plan on investing $3,500 per year. I estimate I will have conservatively about $400k coming to me as inheritance over time. Once our kids are all going to school full time, my wife plans on finding employment and we will either be increasing our retirement contribution and/or purchasing our own home. I consider myself a medium risk tolerance. I realize I waited way too long to have a very low risk tolerance. I have no big debts, my largest debt is a car loan for about $9.5k. I've tried to answer all the key questions that were in the pinned thread description. ​ Therefore, please rate the spread that Robinhood gave me from 1-10, with 1 being the worst end of the scale and 10 being the best. Bonus points for using a Dave Portnoy point system. Also, with a long term investing strategy, how often should I be reexamine my investment strategy? Every month, year, 5 years, shorter or longer?
Roth Ira QQQ Hershey SPHQ Coca Cola SCHD FORD in that order starting from greatest to least, not sure what percentage to allocate yet. For my normal stock portfolio im planning on doing WWE 75% Adobe 25% I plan to reverse this order when signs of the economy is recovering. But its like this since WWE's chances of a buyout are the highest within the next 2 years I'd say and if not thats fine too because im really confident in the financials and business model of WWE and Adobe to hold long term and put in my Roth Ira too. I have some other stocks I really like but im aiming to concentrate where im most convinced will result in success within the next two years. I plan to expand the portfolio to preserve the wealth accumulated when the time is right.
Mastercard 25% Hershey 20% Republic Services 15% McDonalds 10% Coca Cola 10% Sysco 10% WWE 5% Vici Properties 3% Ford 2% Thats just my stock portfolio. I intend to invest into SCHD, and SPHQ for index funds. Not even a believer in VTI honestly, I'm more confident about SPHQ since its concentrated in the best performing SP500 assets, lets see. Also have some Bitcoin and Ethereum set aside but this is gonna be my goal for the rest of the year and hopefully the coming few years. Not even going to touch FAANG tech stocks because it seems they are valued based on the future rather than the present. Retail investors are too googly eyes on tech and they over invest in them which causes them to pull out in times like right now. I would hold Adobe too if it wasn't for that. Im a hypocrite for holding crypto though I'll acknowledge that because its essentially the same investors doing that.
Can someone help me choose which Index Funds to invest in? I gathered some of the ones that caught my attention but I have no idea which ones overlap and are useless if I already have another. Currently looking at, VTI VOT SPHQ XLP XLV XLU SCHD QQQ
Yep. A similiar one SPHQ is the same as well.
I have SPHQ for this purpose- https://www.etf.com/SPHQ#overview SPHQ aims to provide exposure to S&P 500 firms with sound fundamentals. To get there, the fund focuses on three quality metrics: ROE (TTM EPS/book value) that measures profitability, lower accruals (change in net operating assets scaled by average of NOA over past 2 years) that could signal higher earnings quality, and financial leverage (debt/book value of equity) which is a measure of risk and earning stability. These metrics are equally weighted to produce a quality score. SPHQ takes only the top quintile and scale them based on the quality score. Single sector exposure is capped at 40%. Note: The fund switched to its current index on March 21, 2016. Prior to that, it tracked an S&P quality index that used different metrics but pulled from the same S&P 500 universe. The index is rebalanced semi-annually.
Maybe consider XLK or SPHQ for exposure to both V and MC.
I've looked into SPHQ and it seems to have a pretty good balance of low expense ratio (0.19) and has had a 9% return average since 2005. Thoughts on this one?
https://www.etfrc.com/funds/overlap.php 100% of SPHQ is in VOO, naturally, because it's a subset of the 20% that match their quality metrics. But the metric doesn't seem to make a performance difference.
I personally really like SPHQ. High quality s and p stocks with lots of cash and a good moat.
I would split it a little further with an S&P 500 play like SPHQ, biotech ETF like IBBQ, IT Security like HACK, EV play with BATT & IDRV, Blockchain like BLOK, and the other ones like QQQ etc.
30 YO ignorant to investing. 70/20/10 C/S/I in TSP. I have a Roth IRA with some BOTZ, CLOU, SPAXX, SPHQ, SPYG and STAG and a cash holding. My Roth was being managed by a financial advisor but she's recently passed away. I moved the Roth to Fidelity and now am trying to figure out what to do for a fairly hands off approach without paying someone too much to manage it. I've read a about the three fund portfolio approach, and for fidelity that looks like FSKAX, FTIHX, and FXNAX. I'm also not opposed to using Fidelity go if I can somehow use that to manage the Roth account. Any suggestions on how to best manage the Roth for someone who wants a hands off approach?
Almost brand new at this -- got into the market three weeks ago. I'm pretty heavy into tech to start. My largest position is NVDA. I'm also in QQQ and SPHQ. For my next position, I'd like to find an ETF to diversify more, particularly if it can hedge against minor sell offs like we're experiencing this week. I'm having trouble finding a sector that I really like. Does anyone have suggestions? Was thinking maybe XLV, as it looks reliable, or even PAVE in anticipation of the infrastructure bill (is that me being too simplistic, though?). Looking for growth. Early 30s, debt free outside of mortgage and car payments, nine months of expenses stashed in savings. Also have a company-matched 401k and pension that I've been adding to for nine years now.
Almost brand new at this -- got into the market three weeks ago. I'm pretty heavy into tech to start. My largest position is NVDA. I'm also in QQQ and SPHQ. For my next position, I'd like to find an ETF to diversify more, particularly especially if it can hedge against minor sell offs like we're experiencing this week. I'm having trouble finding a sector that I really like. Does anyone have suggestions? Was thinking maybe XLV, as it looks reliable, or even PAVE in anticipation of the infrastructure bill (is that me being too simplistic, though?). Looking for growth. Early 30s, debt free outside of mortgage and car, nine months of expenses stashed in savings, if all of that helps.
For SPHQ, what platforms can even trade this particular ETF after hours? That would be the first thing I'd look into. Does not appear it can be moved pre or post market on TDA. Most platforms that "work" in after hours for retail investors are limited to a certain batch of stocks that have a volume threshold to make it worth their time for processing or else they'd be doing business at a loss and need to charge fees to make up the difference. (And at that point, might as well look at the OTC market.) If you're actually just looking for the after hours valuations of the ETF holdings, that is a little different. You can probably setup a watch list or similar to keep track of that, but getting the ratio percentages 100% accurate would probably need a paid service or spreadsheet linked to streaming data. Worth noting, some ETFs have value beyond their actual holdings. Many factors play into this, including fee structures, cash holdings, who's backing them, dividend structures, fund managers, etc.
Potentially silly/noob question here -- Why doesn't SPHQ show pre-market movement anywhere? I understand it trades at lower volumes, but being an ETF, shouldn't it just be a reflection of the pre-market movement of the stocks it covers? I know this data isn't useful for an investor, but I'm moreso just curious.
Potentially silly/noob question here -- Why doesn't SPHQ show pre-market movement anywhere? I understand it trades at lower volumes, but being an ETF, shouldn't it just be a reflection of the pre-market movement of the stocks it covers?
Does anyone know if factor ETF's count for the wash trade rule? Would they be sufficiently different to not trigger the rule? I'm thinking like volatility ETF's linked to the s&p or quality ETFs, like if i sold SPY for SPHQ would it trigger a wash sale
Jnj should be one stock. SPHQ also for stability when market goes down generally.
Infrastructure related companies might be worth a look. Most of them are not pennies but there are a few in the $10-$12 range. I guess you could always buy fractionals of PAVE. I am considering taking a break from the more volatile stocks for awhile. Sit back and watch VOO, VTI and SPHQ slowly creep upward. Wow does that ever sound boring.
Nah, it’s a good move. When I started, I went with 30% QQQ, 25% DIA, 25% SPHQ and 20% HYLB. Good place to park it as I did more research and learned more. There’s a ton of info out there, tons of different strategies. Good Luck!