SPMO
Invesco S&P 500® Momentum ETF
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$900,000.00 in SPMO. $100,000.00 in Opendoor. Then walk away and leave it. Feels pretty degenerate to me just thinking about all the whores you will be sniffing coke off of in the mid to long term future as a wealthy elderly gentleman.
QQQM is great, but during bear times, you'll suffer. Look at SPMO. [https://testfol.io/?s=jLt3jgOaZOW](https://testfol.io/?s=jLt3jgOaZOW)
FUBO for Disney deal, SOFI for branchless/digital banking/growing customer base, NVDA...., and BBW since they're doing good right now. The other half will go into SPMO.
in fact SPMO would kill all of them...
it IS a set number. you have your emergency savings in check and that's the perfect first step. second would be working on that Roth IRA. you can only put 7k per year in, so getting as close to that if not fully maximizing the opportunity, is the next best option! ( download fidelity and open a Roth IRA, then with your contributions, buy 70% FXAIX , 30% FTIHX ). Third, After maxing out that roth, anything additionally you're able to invest above your immediate high yield savings should go toward a brokerage account (also able to be opened on Fidelity) and in there, invest in 40% VOO , 30% VXUS , 20% SPMO and 10% QQQM) that'll maximize your growth opportunity and still maintain a nice set of diversification. This account is traditionally used for larger life purchases before retirement such as a car and/or your first or next home purchase! amazing questions, we wish you nothing but the best on your journey!
Next couple of weeks is way too short. I would prioritize capital preservation as opposed to gains because I would imagine that your classmates may take shots on individual stocks that could just go ass up. Something like: - 60% VOO - 20% SPMO - 15% mix of individual stocks ranging from shit-tier to MAG7 (NVDA, GOOGL, OPEN) - 5% crypto (FBTC or FETH, any Bitcoin or Ethereum ETF) This is on the very aggressive side of a reasonable portfolio. Your holdings in VOO ensure some capital preservation while the SPMO ensures you have a steady basket of stocks beating the market, and your choice of individual stocks are targeting the companies with the highest trading volumes, and the crypto is a hedge on the federal reserve cutting interest rates amidst rising inflation. I’ve done historical projections on this portfolio breakdown, and over a 1 year span, you could assume an alpha of 1-2%. Obviously you can’t guarantee anything but be reasonable. I don’t know what they’re teaching in your economics class but if you want this to be somewhat reflective of a real portfolio I would suggest something along the lines of what I have above with some justification for why you would choose that.
7.5% qqq, 2.5% reddit, 2.5% googl, 2.5% SPMO.
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.
Momentum. Total return. SPMO picks great ones.
Stock Market. I would do: $250K in private equity. Illiquid but returning around 10%+ annually. $750K in direct indexing tracking the S&P500. Ideal to generate tax loss harvesting at scale. $500K in direct indexing tracking Russell 1000 growth. $200K in international stocks VXUS. $200K in SPMO, QQQM, IBIT. $100K in HYSA, Municipal Tax Free Bonds
buy shares of SPMO that provides higher returns (>10+%) than VOO or equivalent
Ppl are downvoting when you're right lol. At least use better etfs like SPMO
Of course anytime! I made a LOT of research on them. And I do like SCHD for dividends and being steady in price. I like VOO because it’s too companies in the United States and really good growth Potential continue to grow always. Then VT is basically the same but it’s Globally so I have an ETF for the States and one that’s internationally also which will continuously grow. And lastly I just added recently is SPMO I started looking into. Also great return as you can see and growth throughout the last 5-10 years. Great for me in my case to start at young and just make weekly occurring investments in all of them. I’m barely turning 23 so I really wanted to figure out by 25 what I really want to invest my money in and where I can see it growing for the next 35 years until I turn 60 and take it all out tax free and live my live with no regrets.
Your entire portfolio only needs SCHD, VOO, VT and if you want SPMO
Thoughts on just selling it all and full-porting SPMO and beating 99% of you regards by doing nothing at all YoY?
Diversification is also key. At the very least create a backbone for your portfolio. VTI, VOO, SPMO, SCHD are some good ones. You’re essentially buying the United States stock market, not just individual stocks. Buying individual stocks overcomplicates things since you have to actively balance your portfolio all the time. You shouldn’t have to micromanage investments, unless they’re meant to be active.
Our household income iS mainly in the 15% tax bracket. Some years it goes into 22%. Our Roth IRAs hold mainly SPMO/IDMO and AVUV/AVDV. Taxable is mainly VTI, SCHG, SPLG. We’re holding 10% of the household portfolio in AVDE in our taxable, but realize we’re not catching all international markets. Do you have any recommendations for this strategy? Or just leave as-is?
buy shares in SPMO that beat VOO by more than 10% in 1, 3, & 5 year returns.
I’m buying a basket of ETFs: SPMO VOO VXUS SCHD IDVO QDVO
Buy SPMO. Its the momentum index. It picks the winners for you. https://totalrealreturns.com/n/SPMO,VOO,MAGS Look here also. Mag 7, SP500, and SPMO compared.
Get SPMO. It invests in winners and rotates out of the dogs.
Easiest is buy an “ESG” fund. Calvert funds have the longest track record since the 1980s for [iirc] religious objectors but probably “active” management with their “non-vice” approach. Still Calvert are the long term players, but there’s various ESG-screen index ETFs at mostly iShares (too many to list here, but XVV, USXF, and DMXF are relatively low cost) .. but Vanguard released 2 recently. Thing with ESG is the companies have responded to them, so you get big oil companies but not a small solar company that can’t afford the HR. Another idea is direct indexing (Fidelity) where you hold the individual stocks .. screening the holdings of a top 50 (XLG) ETF or even top 100 global (ishares IOO) ETF against the top ESG large cap holdings (use VXX, USXF, DMXF). The late Jack Bogle theorized buying and holding such a DIY index could slightly beat the S&P 500 over time. Another idea is go with momentum index ETFs (Invesco’s SPMO is has the best returns) and rebalance annually. You can say you’re “selling” any problematic stocks; probably pair with something like low cost Vanguard or iShares core bonds for stability (iShares even has an ESG bond index .. basically big bank and Treasury bonds). May even be some green lending. Could combine the last 2 approaches too.
SPMO has been outperforming the market as well.
SPMO isn’t time tested, it’s only been around 10 years. Momentum investing has been on tear lately but that may not always be the case. I wouldn’t put 100% of my life savings into SPMO over the S&P, maybe some.
I don’t mean to be a simpleton here, but SPMO or SSO has pretty handily beat the S&P. Are their risks and time horizons one needs to be privy to? Sure. But I feel like “can’t beat the market” has almost been too drilled into peoples heads such that a 22 year old with a 50 year time horizon doesn’t even attempt to seek bigger gains
I am exploring a few strategies as my runway is 1-2 years. But one possible strategy is something like a 40/40/20 for the taxable (main allocation I gave). So growth would fuel the div bucket. The div bucket would have fixed income funds (50/50 of fixed vs etf divs). And div would fuel into the 20 bond bucket. When one bucket overflows I will rebalance (half or yearly) into a stock that is on sale at the time. The bond bucket is always drawn from into a 3 month cash account. So this div portfolio is not max total returns but has a reliable income in downturns when considering volatility so I have a 2-3 year runway to avoid panic selling when things are bad. My 401k is a simple vanguard 2040 target fund that worked well. My Roth is super tiny so just drop some MAIN/SPMO / AVUV and leave it alone for much later in life when SS kicks in to offset taxes. My SS won’t be available till 14 years later (I am 51 now) but once it comes in. It would replace my 401k and let it grown over time. So my early retirement is Age 52-65 - live off taxable and SOSEPP/dip into 401k. 65 - taxable and SS. Leave 401k alone to regrow or tap into lightly due to tax implications. Use Roth to offset taxes as needed. This is not efficient but still working in how the taxable portion would work. I have a list of stocks for the three bucket div. But exploring if I don’t do that and just do a sell stock approach I the taxable.
Look into SPMO. I actually switched from QQQ to SPMO because of the lower expense ratio (0.13 vs 0.2) higher dividend payouts, and even greater returns. Just compare the 5 year performance between the two.
Invest it monthly into a low-cost growth fund like $SCHG, $SPMO, or go full hog on technology with $FTEC. At your age, put this in a Roth IRA (up to the yearly max); the rest in a brokerage account (Fidelity, Vanguard, etc.). IF you want to dabble in some dividend paying ETF's (that are also good growth vehicles), try $CGDV. Good luck!
I use combo of: VOO + SPMO + RSP + VTV VOO Broad but top heavy SPMO Momentum, rebalanced RSP Equal-weighted VTV Value tilt Allows you to capture momentum with some downside protection. Allocations based on your risk tolerance.
You have my blessings look into SPMO and QQQM pairing.
Yeah, Howard Marks says to stay away from the S&P 500 for the next decade. Tom Lee says we’re going to have a bill market for the next ten years. I’m more on Tom Lee’s side on this one, despite the overvaluations. He says the forward p/e on international growth stocks is far worse than US growth stocks even at current valuations. Personally, if I believed in Howard Marks my portfolio would be 25% SPMO 25% IDMO 25% AVUV 25% AVDV. Basically the Paul Merriman portfolio but with momentum for large cap.
At 24 I’m doing: Tax Deferred: 4500-5000 equities 40% SPTM | 40% SCHG | 20% AVDE Roth: 400 equities 40% SPMO | 40% XMMO | 20% IDMO
It's a good plan A majority in VT is a fantastic base. Adding a small slice of SPMO for a momentum tilt is a fine strategy if you believe in it for the long run. Nothing wrong with that at all.
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.
Hi all! Here’s my current portfolio with percent allocations: • NVDA: 20.6% • TSM: 9.7% • PLTR: 9.6% • AAPL: 8.9% • QQQ: 7.4% • VTI: 7.1% • MSFT: 6.9% • GOOGL: 6.8% • NUKZ: 5.9% • META: 5.7% • SOFI: 3.0% • TAN: 1.8% • BND: 1.8% • AMD: 1.4% • SCHD: 1.3% • AMZN: 1.0% • DRIV: 1.0% • JEPI: 0.9% • O: 0.2% • QTUM, ESPO, SPMO, UNH, CRSP: <1% each Notes: • I know this portfolio is very tech-heavy. • I contribute monthly to each position for dollar cost averaging, except for NVDA. I’ve paused monthly NVDA contributions to help balance its weight versus other holdings. • I don’t have as much time to monitor the market actively as I used to. • Should I consider consolidating or simplifying my portfolio for easier management? • I’m open to suggestions on better balance, or ideas for adding/removing stocks and ETFs. Thanks for your input!
I mainly do 3 fund portfolios 40/40/20 One is SPTM/SCHG/AVDE One is SPMO/XMMO/IDMO One is CWB/JAAA/BIL
QQQ, SPMO, even TQQQ
I would stay out of bonds unless you are nearing retirement. I've done very well with SPMO with is a NASDAQ 100 fund.
SPMO it consistently outperforms the S&P 500.
I made 7% last month and all I can feel is that this is unsustainable and I got very lucky. My portfolio value is very low, but 100% of my savings are in the US stock market while I live in Brazil, which is very aggressive and reckless as well. I never made any full port plays, never played with options. I wanted to go 100% SPMO and "chill" but even that felt very aggressive to me. It's crazy the risk apetite of wsb folks.
SPMO and MAGS ftw Check out total returns on those bad boys
Dude, starting at 16? You're basically an investing prodigy already-time is your superpower, and those weekly contributions are gold. Your setup looks solid, but yeah, a heavy tech tilt could sting in a dip. Diversify with non-tech stalwarts: consumer staples like Procter & Gamble, healthcare via Johnson & Johnson, or industrials like Caterpillar. Balances the ride without killing excitement. Asset mix: All stocks/ETFs is fine now, but peek at bonds later for chill vibes in rough markets. Keep it simple-VOO's your broad-market beast, and those QQQ/SPMO drips are smart. I leveled up my thinking on this after reading a book about building a monster dividend portfolio-it focuses on steady "dividend monsters" for consistent growth. Perfect for young guns like you building long-term. Your discipline is the secret sauce-keep grinding, and you'll be set. What's your dream portfolio look like in 10 years? Spill for inspo!
God, this is all confusing I want something with high growth, but SPMO and schg are momentum and growth respectively, which gets hit harder with slowdowns as you said I calculated my expected new salary since in getting a new position and I should be able to max out contributions to my Roth Would VOO (or VOOG) + IDMO be able to account for both growth + diversification + account for recent less than stellar jobs report and other economic factors that aren't looking good?
I was thinking of doing SPMO or SCHG etf, which would cover the US portion What would you recommend for international?
In fairness, I didn't watch any of those videos hahaha I was thinking of doing a SPMO/SCHG Mix at 70/30, but it's risky from what I understand I don't have a lot of investing knowledge and I dread having to research stocks and whatnot, preferibg a more hands off strategy
Unfamiliar with some of those but here. XLK is a growth fund for me. Yet SPMO I think is great during both BULL & Bear markets. I type this and see you can't upload a Chart. PM if like to see TR of all.
I avoid pure yielders and focus on growth - see my uploaded pic. I just dont know if they would be better in pure growth like SPMO instead
To each their own, but I look at options more like long term investing. I sell secured puts and covered calls and buy to close if it makes sense, ie, contract already at 30-50% of full value in a short period of time like 1st week out of a month long contract, or suspect possible downside looking at RSI/Bollinger bands plus already made good profits. I look at buying call options more like gambling and would only do that with a very small portion and we had just experienced a huge drop, and I suspect that drop was an overreaction or we will recover by my expiration date, and even then prob wouldn't hold until expiration. SPLG for small account index trading, QQQM for medium, QQQ for larger. Honestly for small account though swing trading with shares outright has been more profitable. SPMO, CGDV, FTEC, idk your account size but if goal is growth, there's some great ETFs to DCA til it's big enough to Wheel QQQ, (im doing 1dte during overbought territory, 20Delta PUTS til assigned.) But good luck regardless. Still learning too.
Um... I made 300% holding LAES for 4 trading days in December. The 40 shares of hood I picked up in April are up 230%... PS: Check out SPMO, I think you will find it outperforms TOPT and QTOP.
I’m willing to put a small allocation into it but I’m mainly looking for two or three stocks that potentially will grow within few months or years, don’t really mind taking risks because most of my allocation is going into SPMO and IYW.
Hey all, so I'm 33 living in the US and I wanted to get advice on my current portfolio. I'm relatively new to investing as a whole so I'm learning a lot as I go and want to avoid any obvious pit traps. I basically already have the mindset of any money I put into this whole venture is spent and gone so I'm pretty risk tolerant. I have a 401k from work with 41k in it and slap in 11% of my paycheck there along with a MMA from my bank that is at a 4.5% if I remember right with almost 4k. I currently have these investments in a Fidelity Individual account: * BBVA - 9.581 shares * FSAGX - 3.388 shares * SPMO - 1.205 shares * UTES - 1.748 shares * VGT - 0.2 shares * VOOG - 0.246 shares I'm able to invest about $300 a month which I am thinking of splitting between my investment portfolio, my newly made Roth IRA account and my MMA. I know that my investments in my Roth IRA should lean more aggressive since it's tax-free. Overall I just wanna know if this is a solid strategy or if I'm on a sinking ship and just don't know it yet.
I buy and keep adding to my pile, SPMO is my safety play for diversification.
I second SPMO if you are long-term and okay with fluctuation.
I prefer SPMO and go...it has better returns
SCHG or SPMO would be good options if you plan to stay invested long term.
3 fuNd portfolio here- VOO, SPMO, FTEC
I prefer it packaged in QQQ and SPMO so I don't have to look at it individually.
What you are describing is swing trading. Buying and selling stocks over a time frame ranging from days to months. Exiting a position via a predetermined target price. Risk management is generally accomplished through stop losses. Investing uses a longer time horizon, generally holding over a year unless fundamentals change. Risk management is accomplished through diversification and strategic rebalancing. Is what you're doing worth it? Depends on your long term performance. Statistically speaking, it is extremely difficult to consistently out perform the market by day trading or swing trading. If you are trading in a taxable account, you will also be paying short term versus long term capital gains. For reference, you could have allocated 100% to an S&P 500 index fund and be at +9.3% YTD. If you're willing to accept higher risk and volatility, an index fund like SPMO would put you at +23% YTD.
If you like the idea of following trends, put your money in SPMO and forget about it
SPMO some good shit 👌
Neither of your funds listed are small cap value. The first one you listed was a small cap blend and the second is LCV, so we aren't actually talking about the same thing. If you decide to view the link I shared, SCV absolutely crushes LCB. I don't know if I'm doing what everyone else does. Everyone else seems to like QQQ & SPMO because of recency bias. You can't pick SCV and be affected by recency bias, just historical returns, which still doesn't guarantee anything. Also, I paid attention to WB when he warned shareholder that BRK was very unlikely to generate the same returns going forward and may actually have to start paying a dividend. A lot of those companies are mature, simply not the case for SCV.
I’ve redone my portfolio a bit since then, swapped IJR for AVUV, VIG and VYM -> DIVB/DGRO. Also included some SPMO and SCHG for growth. I like that they’re growth oriented and somewhat more diverse than QQQ/VGT.
*People are constantly focusing of ETFs like QQQM, SPMO, SCHG, etc. due to recency bias, in my opinion. Why?* Take a look at the top holdings of a small cap value fund like AVUV and compare it to a large cap growth fund like SCHG. Say you're a new investor, and you're really excited about putting your first couple thousand of dollars from your new job into your long term investment portfolio. Would you rather invest in Nvidia, which is in the news every day, or GATX Corporation, which I have no idea what they even do? Would you rather invest in Google, which uses many of the software tools you use on a day to day basis, or Magnolia Oil and Gas Corporation, which doesn't operate anywhere other than a few places in South Texas? Small cap value is ***boring***. That doesn't mean it's a bad investment - it does give an intuition as to why it's not all that popular with the sort of retail investors that talk about their investments on Reddit.
People like you would be embarrassed if you actually took the time to look at the #'s. SPMO has whooped both of them YTD, 1-yr and 3-yr. Not even close. I wish I could post the comparison image here but the sub- doesn't allow. And like I said somewhere else, do the Remind me thing in 2 and 7 years. We'll still be having the same conversation them. Seriously, do it.
You’re willing to forego a 146% gain (SPMO) vs. a 91% gain (VOO) over the last 5 years over .1% extra in expense ratios? Strange logic. That’s 55% more in 5 years. Anyone ready to cue up the “past performance” rhetoric…think before you type. People here have become aligned with the sheep mentality of lowest expense ratios, and that’s fine, to the point where they’d rather short themselves a huge profit rather than increase their returns. Some funds are worth the extra expenses.
I made over 20k on Palantir DCAing for almost a year and just took profits and set stop losses for risk management. Maybe try that. I like keeping my money and growing it. I don’t even understand options. I have no idea how anyone could ever guess what is going to happen except if a few specific circumstances line up and it’s obvious. Even then, I prefer holding shares and being patient and then diversifying the spoils into SPMO. I am sorry for your mismanaged funds.
Especially with SPMO's 0.13% expense ratio. Yuck.
It should be SPMO and chill at this point.
I started in my 40s as well. I have read that you need to invest $2000-2500 a month to catch up when starting at this age. I don’t have that much to invest so I’m instead investing in a higher risk portfolio. I’m not saying I recommend doing this but I either succeed or I fail and I know that a conservative boglehead 3-fund portfolio won’t get me there at this age. If I bet on the wrong funds I might make a lot less than I would with a 3 fund portfolio but if going the safe route is guaranteed to fail id rather risk it on something that has a chance even if it might end up underperforming. Most risky portfolio I’d be willing to do: SPMO, FTEC, SCHD, AVUV, FBTC, split equally, rebalancing annually for 15 years and then take a more conservative approach in retirement, maybe 30% SCHD, 30% AVIV, and 10% into the others.
At 37 you still have a lot of runway ahead – 10–20 years is long enough that the market will see a few full cycles. The real question is how much volatility you can stomach. A 100% equity portfolio is going to drop 30–50% every so often; if that prospect doesn't keep you awake, there's nothing wrong with staying 'aggressive.' If you know you'd panic-sell in a crash, then it makes sense to build in some ballast via bonds or cash. VTSAX already owns most of the U.S. market, so slicing up 1% here and 2% there into momentum funds adds complexity without moving the needle. Many folks just hold a broad U.S. fund plus an international fund and call it a day. Factor or momentum tilts can be fun, but keep them small enough that you won't mind if they underperform. Your savings rate and sticking with your allocation through drawdowns will matter far more than whether you have 1% QQQM or 2% SPMO.
I wonder how old you are? I am 57 years old, but don’t know any bonds. A third of my portfolio is managed by me, presumably paying attention to trends that are important so I’m in gross stocks like SCHG and momentum like MTUM/SPMO. I also swing trade in my IRA. The rest of my portfolio is managed by a smart manager who keeps me in ETFs like SPYG, VOO, XLK and XLC.
Check out SPMO for extra gains with no extra risk!
Agree. I am sticking to BRK.B and SPMO. They pretty much cover all good stocks!
I've been doing a new strategy that I call "Just buy stuff" Bonds, Stocks, ETFs, Ultra Risky Yieldmax stuff, REITs, Momentum ETFs, everything. If something comes up on my radar and looks interesting, I just buy it. I'm positive my portfolio will be a mess but for now I'm having fun just getting into all kinds of stuff. This comment makes me hopeful that I won't get blown up if I just keep buying stuff through whatever nonsense comes along and I can have some fun looking at all the stupid crap I've bought. Most recent is SPMO. Is it good? I don't know! But the idea of it is cool and the prospectus seems reasonable, count me in! Just buy stuff.
Compare MTUM to a combo of SPMO and XMMO though.
IVV has a 46% return in my IRA. METC 32% return SPMO 67% SMFG 65% My whole IRA is earning 22% lately.
Sorry, I meant the overlap between SPMO and VT. Corrected. And yes, there seems to be an error on that analysis. Although VT is still ~65% US it should still show some intl exposure.
SPMO/XME and chill :p
Thanks very much. But just one thing, SPMO and AVUV have no overlap at all. Completely different. SSO and QLD are super long term bets with constant DCAing and injection during drawdowns. That’s should help me come out on top during a 15 year timeframe
You're mixing solid stuff with some weird junk. VT and AVUV are fine, but SPMO is a weird smart beta play and overlaps a lot with AVUV. SSO+QLD is double trouble - you're basically layering leverage on already volatile sectors. FBTC is fine if you’re cool with potential 80% drawdowns. Check this breakdown of your allocation: https://www.insightfol.io/en/portfolios/report/2423193b43/
Amazon returns was 40% in the past 5 years. Not sure why you didn’t diversify? In the meantime Oracle returned +350% and Nvidia +1,500%. VOO returned +90%. You could have used direct indexing and generated Tax Loss Harvesting. This is a first conservative mistake. Second mistake is your cash. $305K is almost 25% of your liquid net worth. Any advisor would have recommended you to keep 5% to 10% max. You would have paid 0.75% fee for this advice but generated +90% in the past 5 years. $305K invested 5 years ago would have been $450K today if you put it on S&P500, more if put on QQQ, SPMO or IWF. So yes, you are being too conservative and not well invested. Take an advisor ASAP.
None. I do SPMO instead
For 300/month here's what I'd do: 150 VOO, 75 AVUV, 50 SPMO, 25 BTC
I’ve thought about pulling out my gains and re allocating it. My portfolio is up 88% in 3 months as of now, so I’m not sure if I could do any better by using that money somewhere else . We only have like $50k - $60k in the SPMO , but I buy consistently still. I bought a large chunk back when it was like $70 though
This is a good choice, especially if you want to pursue higher returns while taking on a slightly higher level of risk I also agree, especially during a strong market rebound, SPMO usually outperforms VOO
I’ve been buying SPMO since it was in the $60 range. I’ve never sold it . I’ve got it for my brokerage and my Roth, and my GF has it on her Roth and brokerage. It’s done a lot better for me than VOO