SPMO
Invesco S&P 500® Momentum ETF
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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.
if SPMO is gonna keep sawing sideways like this it could at least be polite and kick out a monthly dividend
I’d still probably stick with ETFs in whatever sectors you and they are interested in. I’ve had VGT for tech in the past, but its performance this past year really slowed down. Currently I own SMH (semiconductor ETF), SHLD (global defense ETF), and SPMO (a momentum stock that rebalances every 6 months to invest in companies that have had a positive trajectory the prior six months. This latest rebalance has not been good however). The vast majority of my portfolio is in boring broad US and international ETFs though. I would avoid picking individual stocks for someone else’s portfolio.
Yeh, mostly just my triad of FXAIX, SPMO, and SCHG for me. My wife's just getting started on her end, so quite literally need to live in "safe but boring" world for the next month or so before getting back into equity plays (assuming we hit more of a continued downturn).
FYI - if you want to momentum consider MTUM or QMOM - both have been out performing SPMO (lately)
SPMO, momentum is proven. Just wish they would re constitute every quarter.
Past 6 months - VOO 10.06% vs SPMO 5.23% in a raging bull market
The answer is increase your distributions every paycheck. Invest 100% into SPMO or VOO. Put as much as you can into your 401k. That's the answer.
I think you would have to back test further back to get a sense of how those ETFs performed prior to the tech surge. Theoretically, SPMO would be more adaptive, if they can "predict" which stocks will stay hot or become hot.
Definitely a huge amount of overlap. Personally I'd prefer SPMO over SCHG. I'd also consider *selective* international exposure and, given the age, some allocation towards credit/hybrid markets. You can still be aggressive in credit/hybrid (e.g., PFF, JBBB, BKLN, etc.), but the main thing would be to mitigate some of your market correlation.
That’s quite the momentum they have there on SPMO.
401K_100% S&P Other accounts_growth (VGT, SCHG, SPMO, etc)
SPMO seems not so great last three months.
SPMO is a momentum fund, not passive index like VOO. It gives factor exposure.
It has been since inception because they follow different indexes. I think momentum is a great hold for long term. Look at how XMMO has performed since 2008. Momentum investing has a lot of research to back it up as a solid strategy. SPMO rebalances semi-annually and MTUM rebalances quarterly. That could be beneficial in a bear market but MTUM follows more large caps because of the index compared to SPMO which only follows the S&P 500 Momentum Index.
I was tempted to buy some long-dated TSLA puts, but I think you just talked me out of it. Will stick with my VT and chill strategy. Not a boomer but ok with the reasoning behind the strategy. So are you all in on SPMO or what?
>That you're this young and should just sit in growth funds like QQQM, SCHG, VUG, VONG, SPMO. Long term, "growth" as a style has tended to under perform blend and value. Factor investing starting points: * https://www.investopedia.com/terms/f/factor-investing.asp * https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/fidelity-overview-of-factor-investing.pdf (PDF) * https://www.cbsnews.com/news/the-black-hole-of-investing/ * https://www.dimensional.com/ca-en/insights/when-its-value-versus-growth-history-is-on-values-side * But be aware that factor premiums can take a while to show up: https://www.reddit.com/r/Bogleheads/comments/1hmbwuw/what_every_longterm_investor_should_know_about/ * And from GwenRoll: https://www.reddit.com/r/ETFs/comments/1krd3fe/growth_does_no_one_know_what_the_hell_it_means/
That you're this young and should just sit in growth funds like QQQM, SCHG, VUG, VONG, SPMO. Learn the basic taxes, learn the how to tax lost harvest and rotate between those funds when the market really tanks for some random black swan.
You have to bet that I do not buy SPMO. Because after I bought SPMO with tiny position it started underperforming compared to SP500 😂
I prefer growth or momentum ETFs over QQQ. If this is a tax-advantaged account, I would gradually trim the QQQ and split it between growth, momentum, and value funds. My current US factor tilts are VUG, SPMO, and CGDV at 8% each.
Swap schd for SPMO. Thank me in 40 years.
Sell them, put into SPMO. Short 20%Port into GLL. Gold is basically Free that way.
Same, VONG, SCHG, VUG, SPMO, rotation between them to harvest loss when it occurs.
[SPMO](https://www.invesco.com/us/en/financial-products/etfs/invesco-sp-500-momentum-etf.html) is way better than VOO Palantier is in the 5 and it's adjusted pretty often
TQQQ and QLD, at around 1% and 7%, respectively. 85% is VOO, SPMO and QQQM, with the remainder in SMH.
SPMO would be in between those 2 and lower Drawdowns mostly. run it yourself Bear & Bull times... [https://testfol.io/?s=8abR1uBIVLf](https://testfol.io/?s=8abR1uBIVLf)
Pretty solid advice here. That silver allocation does seem a bit chunky for an 18 year old but hey if you're convinced precious metals are gonna pop off then go for it The momentum tilt with SPMO makes sense too, just don't get too fancy with it. Keep it simple when you're starting out and you'll be fine
I think you're already looking at it like a casino and that just shows that you shouldn't be even thinking about options yet. I was like that and lost 160k last year, my entire net worth. I got desperate and started taking out loans to make back what started out as small losses and ended up losing everything. Granted, my story is the extreme end of things but it happens when you don't learn and study and really absolutely 100% know what you're doing. For now, I would highly suggest automating investments into ETFS like SCHG and SPMO and start there. Then once you do learn, start paper trading for 6 months-year THEN start trading very small positions on options. No rush.
About 4%, plus another 2.5% that is mostly QLD. The rest is VOO, QQQM, SPMO, and several CEFs that have good long term (20+ years) track records.
>SPMO: momentum shifter While momentum may be a favorable factor, it may not be the strongest. (Citation in https://www.reddit.com/r/investing/comments/1q1gowt/comment/nxbu7ex/). >QQQM: Nasdaq tech heavy focus What about tech companies that aren't listed on the Nasdaq exchange? Why does it make sense to discriminate between companies based on the exchange they're listed on? Why discriminate against just the financial sector (while QQQM is tech heavy, it is not so by design - it still holds companies like Pepsi)?
Thanks for the reply! 550 stocks is probably plenty. SWPPX adds about 400 unique stocks and QQQM adds about 50 unique stocks. Overall it's about 45% tech weighted and about 50-100 overlapping stocks out of 550. I looked at small cap and international funds to maybe replace SPMO which has the most overlap but most of them average around 4.5-7% over the past 15-25 years and I would prefer a high yields savings account averaging 4-5% to offer consistency. I'll consider SWSSX and SWISX but at 30% weighted, they costs the portfolio about 20-25% of its final value.
>SWPPX/SPMO/QQQM. those are basically the same stocks in 3 different packages. I'd prefer 30% each in US small cap + international.
Literally just SPMO, the rest are just growth stocks. Its 42% of my port rn.
The short of it, SoFi is planning on paywalling benefits that used to come free when direct deposit is used. Some of these benefits include the 1% match on Taxable investing and 2% on IRAs. It's going to be $10/mo starting in April. I'm not happy with this change but whatever, SoFi is a business. Personally I'm going to take advantage until it happens then switch to RH when I start my Roth deposits again. I'm still using SoFi as a bank but most of my money is goes to investing so they are losing my business in that sense. The benefit of RH Gold's margin is that the first $1000 is free to use. Normally margin has interest fees you owe on it. This means you could just buy something safe like SGOV and use the dividends to help pay most of the Gold fee. I'm planning on using it with what I normally buy for my Roth (VTI, VYMI, SPMO) so ideally I should be getting steady gains each year from the grand without taking too much risk.
SPMO I think would be perfect for you.
Felt it was undervalued . Lot of confidence in them long term. Beyond that, I plan to put 7500 in next week and get into an SPMO, SPY, VTI. The original plan was 25% in each but I felt adp was undervalued.
The statistic seems misleading. What percentage of funds actually aim to beat the index? There are many other goals such as reduced volatility, diversification, factor tilt, etc. Right now diversification would be an attractive feature for many investors given the huge concentration in AI/Tech in the S&P. Of the funds that actually aim to beat the index, how do they do? GRNY is one of them and so far it has done it (although it's performance mirrors a factor tilt like SPMO). BRK.B is another case which has often done it, but with 30% cash equivalents, it probably serves to dampen volatility rather than just provide raw outperformance. It's clear that if you aggregate all of the funds though they will average out to the market returns since active trading does most price discovery and not passive inflows.
Sure, but that is SCHD/SPMO... not 38 funds to rebalance.
Never been so happy to own 5k shares of SPMO
SPMO Doubles return of IDMO since inception(2015) and lower downdraw. SLV beats PSLV \~15%. Not a fan of International, but it's running now. 20% semis? Not much Tech except for whats in VT & SMH, maybe XLK or FNGS for Semis & Tech. GL...
This is actually far better than most. 50% VT is a great base and you have other international equities. 14% in silver is a little performance chasing, and 20% in SMH is a heavy sector bet. But the rest is solid. I’d say if you believe in the momentum SPMO is a good momentum for US. Something like this 55% VT 15% SPMO 10% IDMO 5% VWO 10% SMH 5% PSLV I personally wouldn’t have the smh and pslv because I’m not a sector/commodities person, but I didn’t completed remove them. I’m a fan of factors so I kept the added to that.
Probably SPMO if people want to catch the momentum.
Probably SPMO if people want to catch the momentum.
I don’t know about that index so I wouldn’t know. I would put it into the S&P 500, a few growth ETFs, and an international fund. Something like 40% VOO 20% SCHG 20% SPMO 20% SCHF. It doesn’t have to be exactly that but just as a general blueprint.
VOO + AVUV + VWO = VTI. Just do VTI and either QQQM or SPMO
It's simple, no reason to overcomplicate it. Sit in growth like SCHG. When market corrects/tanks, sell off lots with losses and buy VONG. Carry forward losses, and possibly realize gains to, this adjusting cost basis. Can also rotate in SPMO, QQQM, SPYG, etc for rotation to avoid 30 day wash sale. Trick is to always have 1 of the non correlated broad market available to rotate into.
SPMO is fine. Firstly the two have tremendous overlap in their holdings. Secondarily, a momentum based approach is well supported in the literature. Finally, since inception in 2015, VOO has only outperformed SPMO in 4 years.
Invest your remaining money in SPMO, physical gold ETF, physical silver ETF in a sensible combination. Let it grow over time and consider rebalancing a couple of times per year. Seek support from a local gambling addiction group if available
careful listening to redditors just because they are willing to respond doesnt mean their responses are accurate. if you look at the last few drawdowns - in most cases voo/spy went down more percentage points than spmo from february 2025 highs to the tarriff liberation day lows - spy/voo lost 12% while spmo dropped 7% SPMO might be a better long term choice than VOO hard to tell just yet
Totally understand that. I’m very long term and patient (26). But basically, you are saying SPY is more stable day-to- day vs. SPMO which may outperform but is more volatile?
SPMO also suffers from the phenomenon of momentum crashing where it is long things at all time highs during market downturns, this creates spectacular crashes and huge drawdowns. Like anything it’s best to have a bit of exposure to multiple factors if you want to have stable growth. If all you care about is performance vs the SPY then sure go for it, just know in a recession it might be tough to look at.
I have owned all of those names except RR.L and TTWO. Not to discourage a new investor, but that’s a roster I’d watch for a while before I jumped in. Goog is the most solid choice, maybe JPM, I don’t know. I currently own NBIS, am upside down on half of my shares. LUNR recently went green for me, I am looking to sell, not buy, at this level. I love RKLB, but I wouldn’t buy here. Ditto ASTS. Consider buying some GOOG for now, and put the rest in SPMO and/or QQQM. If you want to scratch the single stock itch, just buy one share of a couple and watch it for a week or two. You can always sell QQQM/SPMO and buy bigger. I’m not one of the smart guys on this sub, but I’ve been smart enough to keep my speculative buys small and affordable. If I lost on all of them, the only thing that would be damaged is my ego.
I prefer Voo out of the two, but it only makes up ~10% of my portfolio. I prefer higher growth with VGT, SCHG, and SPMO
Here's the catch: https://totalrealreturns.com/s/TQQQ,VGT,QQQ,SPMO,SCHG,VOO,SPY
I’m using Direct Indexing. Recently I wanted to liquidate a similar portfolio with SPY, QQQ, SPMO and few stocks. Very heavy and concentrated in tech. They transferred the portfolio in kind. Then every time the market drops, they sell and buy back. It’s generating big tax loss harvesting, keep my capital gains, not generate taxes, and diversify tracking the Russell 1000 growth. Not sure about the “enhanced” part of your direct indexing, but for my personal investment and experience, it’s excellent.
True, but I want more diversification. Maybe some VGT/SPMO and SCHD
They spent the last 30 years saying, this is the year for foreign markets, better have a balanced portfolio. It wasn't true till this year. Tax lost harvest on the nose dive and rotate to something different, VONG, SCHG, QQQM, SPMO. Depending how old you are, seeing 21 years makes me guess around 40-45, in which case don't pull out or get safe too early.
Such a great market, if you bought SPMO, whose top holdings are the some of the most popular names on the SnP, on August 8th, you'd have just about exactly the same amount of money right now as 4 months ago 👏 💎
1: MAGS- ETF spread out amongst the magnificent 7 2: QQQM- its QQQ with a lower fee meant for long term holders in the NASDAQ 100 3: SPMO- S&P 500 momentum fund SCHG could replace 2 or 3
I'm comtemplating between SPMO and QQQM. Think I will go with VGT + SCHG, but thinking what would be the third to include...SPMO or QQQM.
I’ve been looking for an equivalent of the SPMO ETF in Europe for ages, but no broker seems to carry it. I just saw it’s available as a token on Robinhood. The ETF's performance speaks for itself, and I'm really tempted to jump in. Does anyone have experience with these tokenized ETFs? Are there any hidden fees or liquidity issues I should be aware of? Would love to hear your thoughts before I put any serious money into it.
Any thoughts about breaking it among VGT + SPMO + SCHG?
try SPMO its still selecting companies from sp500 - but instead of weighting structly on market cap - it also weights more heavily towards companies who have had momentum in the past 6 months.
If you're not willing to deeply study companies, constantly be researching the latest trends, opportunities, and bullish and bearish signals, I highly recommend just buying a broad based ETF like SPMO or VOO.
I sold all mine after the rebalance. It's been garbage after that. It might also be because the markets have been more sideways than usual. SPMO did very well throughout most of 2025, though.
Have you been holding SPMO for over a year?
58 here, Still dealing mainly the 50% Large Cap/Tech(XLK/SMG/MAGS/SPMO), 30% Managed Futures/Gold, 20% Mathematical Decaying LETFs/long(Tech2x/3x), \+40-50% LETF's Shorts(Tech/Uncorrelated Hedges/Gold etc..), When/IF I ever cover these Shorts(8-9yrs ago), got 7 digit Profits to Pay Uncle Sam. Hope my Uncle Sammy is President then!!!
Thanks for the reply! I don’t mind putting some thought into my investments, like rebalancing once in a while. I’m okay with a little extra effort to hopefully get more growth since I won’t be able to invest much until I finish my internship and education and have a more stable career, but I don’t want to be constantly watching the news or making frequent changes. I was thinking of using VTI + VXUS as my simple core and then keeping small tilts like SMH/SPMO/AVUV to lean a bit more into growth while still mostly “set it and forget it.” Does that seem reasonable long term?
Thanks for the reply! I don’t mind putting some thought into my investments, like rebalancing once in a while. I’m okay with a little extra effort to hopefully get more growth since I won’t be able to invest much until I finish my internship and education and have a more stable career, but I don’t want to be constantly watching the news or making frequent changes. I was thinking of using VTI + VXUS as my simple core and then keeping small tilts like SMH/SPMO/AVUV to lean a bit more into growth while still mostly “set it and forget it.” Does that seem reasonable long term?