SPMO
Invesco S&P 500® Momentum ETF
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300,000, 90% v o o plus 10% SPMO
While most of you single equity holders are freaking out about today, I'm sitting on 90% v o o plus 10% SPMO with 300,000. I'm not even nervous
90% VOO + 10% SPMO.. I ain't nervous about shit.
I sell a lot of SPMO puts. My counterparties seem to like them. They go to zero quite reliably. Give them a try.
S&P returned 14.82% over the last 10 years (divies reinvested) and SPMO was over 17% btw.
SPMO - top 100 S&P 500 stocks based on momentum earnings/revenue growth. Even in down years such as 2022, it only lost 8-10% when the market took a bath, especially technology.
90% VOO + 10% SPMO... I'm not even nervous.
Voo is boring, when you can buy SPMO, SGRT and FMTM. I would buy soxl only little by little on red days when it drops between 5% and 15%. The more it drops the more I would buy. Usually drops after NVDA earnings but it is hard to tell. Maybe at this level it’s better to buy 2x leveraged USD and QLD.
this is actually a pretty thoughtful setup — way more intentional than most “rate my portfolio” posts,but it also feels like you might be a bit *too deep in the strategy layer* for what you said you want (low volatility + emergency flexibility). You’re not just buying ETFs…You’re trying to *engineer behavior* (momentum + quality + protection). Nothing wrong with that — but it changes the game. A couple things that stand out right away **1. this is more aggressive than it looks** on paper it sounds like: “momentum + quality + gold for protection”, but in reality: * VFMO + IDMO = still pretty equity heavy, and momentum can swing * JQUA helps, but it’s still stocks * GLDM at 10% helps, but won’t fully stabilize things so even though the *intent* is “lower volatility”… the structure is still **equity-driven with a slight cushion** **2. you’re stacking factors, not diversifying behavior** you’ve basically got: * momentum (VFMO, IDMO) * quality (JQUA) these are different *styles* of equities — but they still move together in big drawdowns. so it’s not: “different types of protection” but more like: “different ways of picking stocks” **3. the backtest is doing a lot of heavy lifting mentally** this part is subtle but important. when you say: “here’s the backtest” - that usually means: “I’m trying to validate this works”. But the hidden tradeoff is: * backtests make things *feel controlled* * real behavior (panic, withdrawals, timing) is where this breaks if you zoom out, your portfolio already has 3 layers: * a **core idea** (factor-based equities) * a **stability attempt** (JQUA + GLDM) * a **tuning instinct** (SPMO / QMON experimentation) that’s actually a solid foundation — it’s just a question of alignment **so the real decision isn’t “is this good?”** it’s: > because those pull in different directions what people usually end up doing from here: * either **lean fully into factor strategy** (accept volatility, commit long-term) * or **simplify the base and keep factors as a smaller tilt** * or **separate “money I might need” from “strategy money” entirely** if it were me thinking through your exact situation: the biggest tension is this: > those two don’t naturally fit together not saying change anything — just pointing out the pressure point because once that’s clear, the rest of the decisions get a lot easier curious — is this account meant to be: * something you might actually tap into * or more of a long-term “let it run” experiment that answer kind of determines whether this setup feels right or overbuilt
I like this combo: SPMO 40%, SMH 30%, FMTM 20%, and EWY 10%.
Wow, starting at 18 with that kind of stock list is pretty good. Perhaps adding VOO to diversify your investments would be a good idea. SPMO is also an option, but it's basically based on growth momentum. And since you already have experience, you don't need to worry too much. At 19, you're still very young and have plenty of time, so honestly, you don't need to rush. Just observe the market at your own pace.
Im not a pro, just someone like you, fyi. Re momentum ETFs like SPMO —they outshine during bull markets. Just so you know, otherwise during more sideways times or volatile times it won’t seem to be outperforming at all, maybe it will seem to perform the same or worse than VOO, then, as the market picks up it will begin to roll —that’s the history anyway. It’s historically a little more volatile than VOO. Historically its downturns have been slightly more than VOO while the recoveries and upswings are far greater, so it has an overall great performance record. Another thing to know is that VOO owns 4x as many companies as SPMO. That’s a lot more
youre too young to be in SCHD. SPMO and or FMTM to limit drawdowns, i own both (full disclosure). Factor investing such as momentum, value, quality can be useful. Right now the sp500 is heavily tilted towards tech. SCHD is a good limit on that. Look into quality ETFs as well
yoo at 19 choosing SPMO is a bold move cause you have plenty of time to let that momentum strategy play out. Since you are already holding heavy hitters like NVDA and PLTR, you really need to watch out for holding the exact same companies across different funds. i use trylattice to scan stock filings and it is amazing at spotting that hidden overlap so you aren't accidentally putting all your eggs in one basket. It is definitely worth a look to make sure your aggressive growth plan stays balanced and doesn't get too top heavy.
At 19, you have the greatest asset: Time. But looking at your portfolio (NVDA, PLTR, SCHG), you are already very heavily tilted towards Aggressive Growth and Momentum. Here’s the breakdown to help you decide: The Overlap Trap: You already own SCHG. If you look at the holdings, SPMO (Momentum) and SCHG (Growth) often chase the same stocks (like NVDA). By adding SPMO, you aren't really diversifying; you’re just doubling down on the same 'Factor.' If the tech/momentum sector takes a hit, your whole portfolio will bleed together. VOO is the 'Anchor': You called it 'safe,' but in a portfolio with individual volatile stocks like PLTR and NVDA, VOO acts as your foundation. It gives you exposure to the boring-but-necessary sectors (Healthcare, Staples, Energy) that your current holdings lack. The Expense Ratio: SPMO is 0.13\% vs VOO's 0.03\%. Over 40 years, that difference is significant. You only pay for SPMO if you truly believe 'Momentum' will outperform the broad market consistently, which is historically hard to do. My Verdict: Since you already have NVDA, PLTR, and SCHG for the 'Growth' engine, and SCHD for the 'Value' side, VOO is the smarter choice to 'round out' the portfolio. It fills the gaps and provides a safety net without sacrificing too much upside. If you still want more risk, keep the VOO as your core (50-60\%) and use the rest for your SPMO/Individual stock plays. Good luck!
SPMO and SCHG are both great ETF’s and should give you a good return
My opinion. Add VOO then switch SCHD out for SPMO. Growth now, dividends later 🫱🏻🫲🏿
Since your portfolio is already biased towards growth and high volatility, use VOO as the core stabilizer and use SPMO for enhancement with a small position, instead of replacing VOO with SPMO.
SPMO is more selective. Has \\historically outperformed VOO not only in good times but in Bear times.
I'm just finding my footing w investing (just about two years of putting money in) and I've recently solidified a new investment strategy for my portfolio: 80% for growth (64% US - VOO, SPMO, XMMO, AVUV; 16% International - SCHF, VXUS) and 20% primarily for dividends (VRP, SCHD, SPHD). Is this a well-diversified portfolio that'll grow well long-term (30+ years) and pay decent dividends in the medium term (10+ years)?
There is not a single 401(k) plan that invests in a mutual fund tracking the Nasdaq. Full stop. You are making this up. >im not sure why thats the point you keep overlooking Because it has nothing to do with the post I was responding to. If you paid any bit of attention you would see that the post I was responding to is that retail would be holding the bag. 😒 As if you didnt already have a choice to invest into something other than QQQ or SpaceX. SPX is not being forced into SpaceX, DJIA is not being forced into SpaceX, RUT is not being forced into SpaceX. There is only one single index fund that is buying into SpaceX. And not only is it a choice to not invest in QQQ, there's a pretty damn good one like SPMO which already tracks 100 momentum stocks of the S&P500.
There is not a single 401(k) plan that invests in a mutual fund tracking the Nasdaq. Full stop. You are making this up. >im not sure why thats the point you keep overlooking Because it has nothing to do with the post I was responding to. If you paid any bit of attention you would see that the post I was responding to is that retail would be holding the bag. 😒 As if you didnt already had a choice to invest into something other than QQQ or SpaceX. SPX is not being forced into SpaceX, DJIA is not being forced into SpaceX, RUT is not being forced into SpaceX. There is only one single index fund that is buying into SpaceX. And not only is it a choice to not invest in QQQ, there's a pretty damn good one like SPMO which already tracks 100 momentum stocks of the S&P500.
>this is not business as usual Correct. Notice that this is a far different statement than rugpull of the century imminent. >QQQ is cloned a dozen ways to Sunday. This is just wrong. God forbid you don't mean TQQQ. Unless you mean the Nasdaq. Only index funds tracking the Nasdaq will have to buy into SpaceX. Actively managed mutual funds like in a 401k will not. There are probably hundred ETFs that have a tech sector tilt. I personally prefer SPMO. Which you continue to ignore exists for some reason. >401ks are FULL of Nasdaq clones No they are not. FXAIX for SPY is not the Nasdaq. Total Stock Market even less. How about you put your money where your mouth is, nut the fuck up and buy some God damn puts instead of rambling to me about how sure you are of the next cataclysm. I'll remember this buddy don't go deleting your account when the next catastrophe doesn't happen 😒. Is it any surprise you doomers are wrong every single time the moment this changes everything is supposed to happen?
SPMO. VGT. VOO if you're timid and want safety. P.S. Nothing says you need an expensive car. Get a used, reliable, cheap, mode of transportation. Bus and train tickets add up fast over the weeks and months.
I just came across this comment so have to ask, how does SPMO help with downturns? It’s a momentum ETF which goes after the strongest performers in a 12 month period, the stocks which are generally the most hyped in a bull market and prone to the largest corrections. It’s entire strategy afaik is based on outperforming the market in a bull run so i am confused as to how it would help against downturns when it would be the most susceptible to large swings.
You don't believe in US stock market more? I would not be that heavy in VXUS and move more into VTI. But what do I know you have way more money than me lmao Aggression? Look into SPMO, QQQM, SMH, VGT
If you're intent on getting started, 80% in SPMO and 20% in VGT. I used to say VOO/VTI, but barely beats S&P and VTI hasn't even matched it for a while, so I've changed my mind in recent years. I also put my money where my mouth is and dumped VTI for VGT and SPMO.
$MSOS is trending here, I want you to pump my $QCOM bags, and $SPMO or $SPHQ shares and chill are the responsible moves.
If you are in 30's you have long way to go. So I would invest in FTEC, VOO and SPMO split evenly or just setup monthly recurring investment. Along the way once you understand how markets move you can start investing in international, emerging markets, small cap, mid cap. Let the compounding do the magic.
QQQM. SPMO. SMH. IWY. VGT. VOO. You have time, no need to be timid.
I'd look at RSP, SPMO, GLD and a smidge of bitcoin.
ETFs, by far, are the best option for you right now. Stop trend chasing and go for some long term growth. VT, VTI, VOO, SPMO, or SCHG are all general tickers you’ll see a lot. *Not financial advice*
Daily DCA and annual lump sum accounts are ~ 40%SPMO, 20%QQQM, 10%VUG, 10%VONG, 10%SPHQ, 10%SGOV. Every 2 weeks is like 90%FXAIX (SP500), 10%Vanguard TDF. Retard port has all sorts of shit, and is a margin account.
Not really. I hold QqqM,SPMO, SMH, SCHB and VTI. None have really exploded the same way as, say, Micron. The 1 year return on VOO was 34.9%. Still very good. I’m not saying these returns are sustainable.
I sell stagnant positions to buy when the leveraged ETFs, like TECL, TQQQ, SOXL, drop 10% or more in a day. When i take some profits from something like SOXL, I put the money in less leveraged ETFs like TDAX, XQQI, or momentum ETFs like SGRT, FMTM, SPMO.
160k->500k->139k->300k. We got this brother. Once I’m back at 400-500k dump into FMTM or SPMO and chill for a bit
I sell puts on SPMO and UPRO.
I’m swimming in SPMO, SMH, and XLK
Luckily you’re young enough to earn it all back AND MORE!! I started at 22 investing $500 a month, maxing out my Roth, and when I “made it” in my late 30’s I was investing up to $10k a month. Now I’m 45 and my portfolio is managed by Fisher Investments, WELL worth their amazing fee structure when they have given me 20% gains like clockwork, and even in 2020 and 2022 given me a nice 10% return. They manage about 70% of all my assets, but it’s substantial. The other 30% is split up evenly with $200k in a high yield savings account generating a SAFE 3.8% APY, $200k in physical precious metals (30% Gold Eagles/70% Silver Eagles that I started buying up 10 years ago when 1 silver piece was less than $10) that are literally in my safe and something I will pass on to my children $200k in my own Individual investment portfolio that I see if I can “Beat Fisher” with and I never can but it generates a modest 9-11% return $100k in Bitcoin, ETH, Solana $100k in “outside the box” investment opportunities like Fundrise which I had $50k in that turned into 3200 shares of VCX along with the max $10k purchase of unrestricted shares that I placed a limit sell at $500 and got 100% lucky with and made $250k, along with a Wealthfront AI “automated account”. You’re still VERY young!! But like one poster on here said you ARE gambling, and you need to RESET and get back to work investing $500 a month into VOO, QQQ, VTI, VT, SCHD, SPMO, just google the best ETFs to invest in. Do that until you’re 30 and let that shit continue to compound. Live a frugal life and try to up your monthly allotment to $1,000 per month. And lastly, looks at this as a tax harvesting moment where you will be able to use this loss over the next 10 years to deduct $1,500($3,000 if married) from your earnings. This was a lesson. You were doing the smart play but you got caught up on literally gambling. You’re fine, now get back to work and invest responsibly!! You got this!!! 🙌🏻💯
You've proven to be really good (or lucky) at picking individual stocks. If I replace all of your individual stocks with SPY, you get 12.3% per year, with slightly more drawdown than SPY. If I leave your individual picks in, you get 17.3% per year performance, with the same drawdown as SPY. This matters: I backtested from 6/2011, (filling in SPMO with top 30% of S&P 500 momentumwise before 2018), and the total returns are are $1.07m for the portfolio WITH individual securities, and $560k without, assuming you started with $100k in June 2011. So, yes, you are probably picking momentum and semis too much. But that said, you do seem to get results from individual stocks, and you probably shouldn't give that up.
If cautious: SPHQ 2k XLP 1k If turbo bullish: SPHQ 1k SPMO 1k QQQM 1k
Calls on SPMO near the bottom, plus good old buy and hold VOO
SPMO reaches ath. fuck yea. 30 years to go
Feel like SPMO will be a monster after the latest rebalance
Did SPMO had a rebalanced or something?
ETFs are the way to go for sure, and then I use those same ETFs to stock pick just a few of their top positions in order to spice up my portfolio a bit. For instance, SPMO, SMH, I also hold URA, GDX, and EIS. As for individual stocks, I've got NVDA, ASML, ASTS, and some XOM
Here's my rough portfolio right now, though it's definitely a work in progress. I was initially aiming for roughly 50% VOO, 25% VXUS, 10% each AVUV and SPMO, and 5% individual stocks. I'm in my early 30s, willing to take on a bit higher risk for more growth. That said, I'm a bit over-invested in semiconductors, no? Was thinking about divesting the SPMO for more individual stocks in another sector, maybe pharma or green energy. Right now, I'm adding roughly $250/month, and not really increasing my positions on anything but the ETFs. |**VOO**|45%| |:-|:-| |**VXUS**|23%| |**NVDA**|10%| |**AVUV**|9%| |**SPMO**|9%| |**TSM**|4%|
5% in schd. will increase it as i get older. 40% SPMO, 40% FMTM, 15% SPMO
Roth IRA is a tax free account and that's very good to max out yearly when you are young. Start with opening a schwab, fidelity, vanguard or similar account, creating a roth IRA, and buying a money market fund like SWVXX for schwab for example so your money is doing work while you plan your portfolio. I recommend the S&P500 index like SPYM, VOO, SWPPX, etc. Or a total world index like VT for example. These are general starters to research around. More aggressive growth funds are like QQQM, SPMO, SCHG for example are the best for your age. Small strategic satellites might be individual stocks, dividends, international, small cap. Don't get carried away with these and some people are fine not buying them. Don't waste your money on bonds, reits, crypto, and weird stuff. Dollar cost average consistently for success.
I don’t disagree, but the counter-argument is that people with long time horizons like 30yrs don’t need to take on elevated risk. That’s why so many people subscribe to what they perceive to be a middle ground, VOO. It’s a spectrum, of course. Arguments could be made that VT is risky in comparison to bonds, or that QQQM doesn’t take as much risk as SPMO.
Don’t chase mag7. The winner of one series of years is rarely the winner of the next series of years. Every decade or so investors fall for this. Instead, look into passive indexing, where the fund internally rotates out the stale losers by increasing weight of winners. And it does this automatically with no management fee, and without triggering taxable events like would occur if you rotated them yourself. You’re looking for something broad-market and non-thematic with a low expense ratio. VT, VTI, VOO, SPMO, QQQM, VUG, SPHQ, something like that. If you still like the Mag7 after reading my first paragraph, they’re very well represented in most of those currently.
This looks more complicated than it should be. In general, young people should invest 100% in a total stock market fund, either total US or total global. The best ETFs are: * [Vanguard Total Stock Market ETF](https://investor.vanguard.com/investment-products/etfs/profile/vti) (VTI) - total US stock market * [Vanguard Total World Stock ETF](https://investor.vanguard.com/investment-products/etfs/profile/vt) (VT) - total global stock market Choose either one or the other, depending on your views on owning the US only or the US + international. If your heart is set on a growth tilt, I would choose one (or a mixture) of these three ETFs: * [Invesco S&P 500® Momentum ETF](https://www.invesco.com/us/en/financial-products/etfs/invesco-sp-500-momentum-etf.html) (SPMO) - A bet on large-cap momentum. * [Invesco NASDAQ 100 ETF](https://www.invesco.com/us/en/financial-products/etfs/invesco-nasdaq-100-etf.html) (QQQM) - A bet on growth. * [Vanguard Information Technology ETF](https://investor.vanguard.com/investment-products/etfs/profile/vgt) (VGT) - A bet on technology.
SPMO. Still shit after that stupid rebalance.
I would recommend $2k SCHD, $2k VOO, $2K SPMO next week then the same every 2 weeks to average down if market falls.
Holding tight on individual equities for a second. Mainly just building my wife's Roth with FXAIX, SPMO and SCHG since she got a bit of a later start. Boring, I know, but probably the best opportunity to get her comfy with buying in spite of market conditions.
If you’re looking at MTUM, take a look at SPMO, too. If the purpose of your investing is retirement, you should probably take advantage of the 401k more. What’s held in there?
I got into SPMO 6 months ago to help with downturns. I haven't made any money yet, but I'm still really glad I did.
**Long-term investment portfolio, age 30, budget $150k** 1. VOO – 40% 2. QQQ – 20% 3. GLD – 10% 4. BSV – 5% 5. VGIT – 3% 6. TLT – 2% 7. FTGC – 10% 8. SPMO – 5% 9. ARKK – 5% Now, let me explain why I designed it this way: 1. VOO is a fund that invests in the S&P 500 index. 2. QQQ is the Nasdaq-100 index fund. 3. GLD is a gold fund. 4. BSV is a short-term U.S. Treasury bond fund. 5. VGIT is an intermediate-term U.S. Treasury bond fund. 6. TLT is a long-term U.S. Treasury bond fund. 7. FTGC is a commodities fund (aluminum, iron, steel, copper, barley, wheat, palladium, platinum, and more). 8. SPMO is a momentum stock fund. 9. ARKK is a technology fund. I’m waiting for your comments.
I would either increase VOO, or you could always look into something like QQQ or SPMO if you wanted to lean more tech-heavy (more than VOO already is at least). You could also totally keep the 20% into SCHD and be fine - nothing wrong with it. It's just that dividend stocks are purposely built to be less risky/lower gains, which makes them better for folks nearing retirement. At 31, you absolutely have the time to be aggressive.
Sure, at any point where stuff is being added to a portfolio blindly, chasing hype, or without any good justification: it is over diversified. At the very least a small slow growing satilite asset can be used as an emergency shield or maybe someone wants to invest a little into the stocks of their company because they are working there long term or a little in the country they live in because the dividends cover their utility bill. It just needs a decent reason that aligns with the person's goals. Concentration is risk, volatility, and maximizing growth. Ex. 100% NVDA portfolio (this is dumb, do not do this) or 100% S&P500 or 100% QQQM (typically for very young people where time can even out volatility) Diversification is derisk, slowing growth, captial preservation, maximizing counterbalance. ex. 100% VT (this can be too boring or slow for some people especially when they are not near retirement) Over diversification is collecting several funds that all move in approximately the same direction. Ex. QQQ, QQQM, SPMO, SCHG (pick one for most people). At the end of the day, a portfolio is a tool and it must be a tool that fits your needs and psychological style in a consistent and repeatable pattern. There is no one size fits all.
SPMO and FMTM. kick your risk into overdrive OP
I'm 34, been trading and investing since my early 20s. Earlier on when I had no idea what I was doing I used to gamble on biotech news events. Had a few home runs and a lot of stinkers. Now everything I do with my capital has a defined strategy behind it. If I had to describe it, "momentum" is now my typical focus but it's not quite that simple and takes a different approach than ETFs like SPMO. There's a strong statistical basis for why I handle things the way I do and I'm quite comfortable with it, but there's definitely a lot more management involved than VOO and chill.
SMH SPMO VEA EUAD BLOK / IAUM BRK.B ORLY XLU DBMF, this is my investing protfolio, 50% for attack and others for stable. I'm working on this for 2 years many times modified until last month.
https://preview.redd.it/k8hv2cv8swng1.png?width=1080&format=png&auto=webp&s=bdbf33ec2229e087024959c7bc0d9bf99bc73d18 I think SPMO (my biggest investment) will be green tomorrow. It's under the HMA and below the 100 day and 200 day SMA
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.
SPMO is about to have a collision with the 50-100-200ma as it sits flat. What does this mean?
there's SPMO which has 100 of the sp500 at any given time but it only adjusts which ones every 6 months
protect my gains? i have 40 years left to invest. chase more gains thru FMTM, SPMO, and VTV
I considered FMTM as well, but since its a bit new I hesitated. I definitely love the idea behind it and how often it switches things around. Ill probably just split SPMO with that and as you said, time to let it ride.
why not SPMO and FMTM for both large and mid cap exposure, then let it ride
VOO, SPMO, IWY, GDE, but safe is a relative term. If you have a 20 year time horizon, I personally would take market risk and not worry about drawdowns. In fact, if you get a substantial drawdown, there is a way that I have successfully used. You sell a small percent of these funds and buy some leveraged etfs of something similar like SSO/QLD (2x leveraged etfs) and an even smaller piece of UPRO and TQQQ (3x leveraged etfs) until you portfolio gets back on its feet. Then unwind the leverage and put the money back into the original etfs Works like a charm and gets your portfolio back on track in a far shorter timeframe than simply holding
Today I estimated I am down about 12k in a half dozen stocks, APP being one of them. Every single red number hurts. However, I’ve been investing a long time and the losses are fairly insignificant in the overall portfolio, fortunately. Plus I know most of them will recover if I live long enough. You MUST spread out, invest in other stocks. I’d be in a horrible place if all I owned was APP. Buy some SPMO, QQQM, SMH and never sell it. You won’t be sorry.
could make it easy with VTI or even IVV. If you want risk, throw in SPMO or some emerging countries/markets ETF
do nothing. keep everything or most in IVV, SPMO, or your preferred ETF
Problem with SPMO is it doesn’t adapt or rebalance fast enough. Most of the 2025 momentum names just aren’t working anymore. Things like IWM XBI are working. Then all the random space stocks, or quantum or high capacity memory. It seems like all the algos, quantum funds, and day traders just pile into hot names at the same time. Eventually they exit and move on to the next thing.
Especially momentum indexes like SPMO
To answer your questions more directly, I had taken 2025 off from work, so I wanted to take advantage of realizing some gains. I've also always kept a huge (\~15%) "dry powder" reserve, and I was tired of losing it to inflation, so I wanted to deploy it this year. So between realizing gains and deploying dry powder, I had a huge pile of cash. I've always been a basic 80/20 VTI/VXUS investor. But since I had so much free time I had done a lot of research into investing that year and discovered factor investing. I thought it looked interesting and figured I'd give it a shot. I'd also seen gold and international crush it in 2025, and I do feel that the current administration is absolutely fucking us and we are set for a reversal of US outperformance for the foreseeable future. I also have major currency concerns. So I realized most of the gains from my S&P funds and reallocated into International, SCV, momentum, and gold. (Equal parts SCHF, SCHE, IDMO, SPMO, AVUV, AVDV, GLD). My domestic momentum has been a bad pick so far, but I'm feeling pretty smug about the rest. I don't usually make good decisions. So to your questions: 1. Yes, I aligned with my goals of switching to a more factor based portfolio. 2. I did adjust my strategy based on my research into factors, as well as my belief that it's the end of the US's outperformance, and more importantly I think there is going to be a real dollar crisis. Or I could just be performance chasing, who knows. 3. Goals were fairly realistic, nothing crazy. As far as my current focus, I'm trying to invest in myself more this year. Been to the gym every day so far this year!
Palantir is one of the most obvious avoids of all time. Hell, I dumped SPMO in no small part because it rebalanced too much Palantir.