SPMO
Invesco S&P 500® Momentum ETF
Mentions (24Hr)
200.00% Today
Reddit Posts
Seriously, how do you all make money with investing?
XMMO or XMHQ: Which is better for long-term hold?
XMMO or XMHQ: Which would be better for a long-term hold?
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Why is it so hard to see the new SPMO holdings?
is this a good growth focused Roth IRA asset allocation?
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
What do you think of the growth section of my portfolio?
Thoughts on a quality & momentum based ETFs portfolio for my taxable brokerage account?
should I add SPMO or VOO to round out my portfolio?
Roth IRA + Pension: Should I be more aggressive in Roth or consolidate?
Thoughts on this portfolio allocation for a 25-year-old seeking growth?
Looking for opinions on my investments
Love it, hate it, or somewhere inbetween: tilt towards large cap momentum & small cap value
60% in a single tech stock (RSUs). Is this 3-ETF Ucits + 3 US based ETFs diversification plan too complicated?
Does anyone else have a Long-Term (LT) and Short-Term (ST) account?
Retirement portfolio - what your portfolio looks like?
Roth IRA vs taxable. Where should I hold my factors vs s&p 500
Jump back in now or buy over the next couple of months?
What should I do with my great performing HLT stocks?
If growth doesn't provide a compensated risk premium, why don't we hold all value?
ETF portfolio review: Trying to be aggressive for 15 year timeframe
Am I the only one excited about days like today?
Portfolio Advice: Can I be more aggressive with my investments?
just got $1350 to play around with; what should i invest in?
SPMO (Invesco S&P 500 Momentum ETF) Hits New 52-Week High Today
Mentions
Reduced exposure to most equities other than SPMO which is not far above my avg. Scared of data tmrw and Friday
I’d weigh more on SPMO, it’s a momentum fund which tracks the top 100 best performing companies in the S&P 500. AVUV is an actively managed etf that tracks small cap US companies with low prices and high profitability. I’d do something like SPMO 70% and AVUV 30%. Or maybe even a 60/40 split.
Believe me I've thought of bailing, especially last week, but moving to something like VTI or even VOO could take me longer to get back what I've dropped. I'll roll the dice and hope SPMO gets me back to whole in a quicker timeframe. Then I will reduce my exposure to it and move into something like VTI or VOO that will not swing so wildly. I think a 15% portfolio exposure to momentum is more reasonable than the 45% I currently have in my Roth. I am banking on AI not going away and the tech sector continuing to grow.
I held through a lot of the correction and am happy to report I am finally in the tiniest of profit on SPMO
SPY to 715 today and I'll make a lot of money. Already padded my IAU losses with my GLD puts I bought at close that I sold on the dump (still in profit in IAU with covered calls at 80 strike) Just praying SPMO doesn't decide to make a lower low today
Mix of VT, SPMO, and BRK for their financials and insurance exposures
Outperforms SPY and SPMO
I’m scared of this current rebalance from SPMO. It seems like it was a bad one although I believe it’s a great ETF.
Absolutely I started to make some small buys! SPMO was down 24% from its 52 week high. VGT was down over 10%. I never go all in. It’s smaller buys once the market hits a correction, and I’ll keep making smaller buys as it continues to go down.
\> No need to shit can thousands of dollars. Then don't. If you think there is something better out there, it is foolish to invest in something worse. SPMO has a fine history and a way better than average investment, but you choosing to hold onto something that you believe is worse than something else is just uselessly stubborn behavior.
I have 9.5 years until retirement. What I may do is reduce my holding percentage in SPMO and move that portion to FXIAX, so when things begin to normalize I'll hope to gain some momentum while taking advantage of the S&P full market gain. I think I allocated too much to SPMO in an attempt to energize my Roth growth and caught it at exactly the worst time to buy in. Should've realized when it was already up 20% for the year, I missed the boat.
1Y return on SPMO is 3.5% lmfao. Anyone who held would've been better off in SGOV
Bought MU, TSM, SPMO and DRAM.
this is one of those days where you can use a ruler to draw a straight line on the 5 year chart for SPMO and decide that this correction was needed wouldn't be surprised if it resumes its climb now
With today's move, major momentum averages are nearing the point of no gains on the year. MTUM and SPMO are only up 3% YTD. Both were up 38% in June.
Damn moment is almost flat YTD SPMO
Absolutely, I bought the dip on SPMO today . Loading up
I appreciate the advice. I was initially in SPMO and stupidly invested in these stocks thinking these were going to change my life. Do you recommend me selling everything? Since posting I am now at $26k and have lost a few thousand more dollars today. I am hemorrhaging. Hard work all thrown away for nothing to show for it. My life’s savings. I’m wondering if its worth my while to just hold these and invest in index funds going forward with extra cash I accumulate. I doubt I’ll recoop my investment ever
Why momentum stuff like SPMO / FMTM been flat for like 6 months?
If I would've got into SPMO at the start of the year I'd be happy. I didn't and now I'm suffering through the suck right now. Yesterday was weird, NASDAQ way up and SPMO down. Every other holding I have killed it yesterday while SPMO dropped yet again. Maybe Invesco missed the boat on this last adjustment and it's going to lose all it's gains for the year. All I know is I'm down 12% since buying it in July. As soon as I can get it back to even, I'm reducing my holding % to like 15% of my Roth. This is definitely the most volatile holding I've ever held. I'm generally far more conservative and stick to indexes.
SPY: up 2%, SPMO: down 1%
SPMO under the 200 if that's your kink
You're not over-diversified, you're holding the same three funds in four places. Treat all accounts as one portfolio: keep the tilts (AVUV, SPMO) in the Roth and let the 401k stay plain FXAIX/FSPSX. Dropping that 0.74% fund is the easy win.
My AMD short was killed but that's ok if this stupidity is what it takes to get my much much much larger SPMO position moving up
Yeah your points makes sense. I know VTI / VXUS hold literally thousands of companies( I promise, not just blindly investing what everyone says to do). So I guess I didn’t even think about it that way which I definitely should have been. As for the house account yeah! I think I edited the body to show the NOW current holding (75% SGOV, 25% VT, 5% SPMO) so pretty aligned with your recommendation! Thank you for the feedback.
Higher than average volume on SPMO today while volume on SPY is half of average. The numbers, Mason. What do they mean?
After all the similar feedback to that & doing some more research online I did swap the house account to 75% SGOV (with DRIP of course) 20% VT, 5% SPMO. Idk if it’ll make a huge difference but having that little satellite holding of SPMO and just not looking at it until I am interested in pursuing a house purchase!
I'm up more YTD than SPMO now. Absolutely piss poor performance by that fund
You're not over-diversified, you're holding the same three funds in four places. Treat all accounts as one portfolio: keep the tilts (AVUV, SPMO) in the Roth and let the 401k stay plain FXAIX/FSPSX. Dropping that 0.74% fund is the easy win.
When is SPMO next rebalance? The fund is currently chock full of SLOP
Thanks for the support, fellow airman. I hold SPMO and it has given greater returns than the rest of my portfolio, other than SCHD this past year.
I hold VOO, VXUS, and QQQM. I’ve been very pleased with QQQM’s performance but have also been looking into SCHG for the lower Expense Ratio and/or SPMO for the momentum tilt but haven’t pull the trigger on either. VGT is another great ETF with great returns. I don’t think you can really go wrong with any of the above
We have pretty similar portfolios then. SPYM is my core as well. I hold both SCHG and SPMO in my personal and Roth IRA, but I’m considering just selling my SPMO in my personal and adding it to my SCHG position. And they do have the same top holdings, I just know VGT grew more because its top 3 are heavier positions.
Are you though ? Adding VGT or QQQM will just double up the same top 6-8 holdings. SPYM is my core holding with 10% QNDX in my brokerage. My Roth is SCHG/SPMO.
VOO 60%, SCHD 20%, Nasdaq or SPMO 20% and you are all set for the next 20 years.
Just buy buy buy...especially INTC, GOOG, AMZN, XMMO, SPMO. This is a SALE that your future self will wish you bought that low point on the chart.
Hold DRAM. And never pick stocks again. Stick to VT/VTI/VOO. If you find yourself itching for a cheap thrill, put 5-10% in SPMO.
A bit north of $40K or so...so a bit over 2.2%. SPMO got me at about 10% of total holdings. But we are weathering it well and its a long hold game so, annoying but no real worries.
I have the same idea, but change SPY to VT, and change QQQ to IGM+SPMO.
Ah ok. I invest, own, and operate commercial real estate (self storage), so yes that makes sense . We can acheive a 60-90% CoC in the deals we buy directly. And around 25% (rent and equity) if its an all cash deal. 99% of what we own is our direct holdings. Both of our LP deals which we only have $50k each in though are sideways. Lot of GP/LP deals across multiple asset classes are struggling due to syndicators over leveraging. Part of the reason I am looking to switch more to stocks than I have in the past is just control. The LP/GP deals are obviously illiquid, and at the mercy of the operator. And I will have the ability to margin against the portfolio idle cash waiting for deals, another investor suggested a 33/33/33 SPMO, DBMF, GLD portfolio. Less upside than 100% S&P etc. But less draw down historically.. If you have any thoughts on this model, I'd love any input. Thanks
go all in on SPMO instead it's best oat
It's also a bit silly because it won't be in index funds right away anyway, and even when it is, you could buy other indexes or something like RSP that limits exposure, or Avantus funds might filter it out, and SPMO won't include it if it doesn't have more momentum than the other 400 S&P stocks. Pulling out entirely is a because of a few companies is a silly choice IMO.
Wow I accidentally timed that really well. Sold my all of my SPMO I've been collecting on the yuge dumps at the QQQ hod
Same. SPMO has wild swings with some downside protect. if you didnt need the money now, why the devil would they sell for a loss
Individual stock. NVDA. Held since 2019. Never selling. ETF, prolly VOO, but almost as much in SPMO and QQQM.
\> SPMO was a huge mistake for me Back here on Earth, SPMO is beating FZROX for the year and year to date. \> I don't like this level of volatility If you want to make less money with less volatility, do it, but that is not very sensible.
Yea you have to have a very long horizon with stocks, sometimes you may be down 10% (SPMO 2022) then the following be up 17% in 2023 and 46% in 2024.
Lol, after rereading you might be right. Or they used AI to write the post. Everyone in my office is using AI to write emails lately, and because I know them well, is easy for me to tell. Admittedly, I've used it to deep dive retirement strategies, which has helped me adjust some of my portfolio. SPMO I researched both with AI and on my own, so I won't blame AI, I choose it on my own. It should have treated it more like buying a single stock and realized I missed the boat and should have waited for a big dip to pick it up.
A very short time, around 4 months. I know I just need to wait it out and play the long game, but the mistake for me is that I might not be built to handle this type of volatility. I am learning that now after 30+ years of safer index style investing. I'm the end I don't feel SPMO is a bad fund or I wouldn't have bought it. The one area I didn't research enough is you have to be okay with wild NAV swings. I focused on the total returns since inception, which are fantastic. I wasn't prepared for the wild ride I was in for. I'll own that I probably didn't understand momentum well enough or at least didn't know what to expect since I'd never owned anything line this before. I know now and I think I just need to trust the process and let it have done time to work.
Unfortunately it's in my Roth and I've already maxed out for the year. I also hold SCHD and FSMDX in my Roth and they both have been great this year. I could sell some shares of that for SPMO but I already think 45% of my Roth in SPMO is probably too much. If anything, I'll ride it out and hopefully recover and then rotate to a lesser position in SPMO and add back in some total market holdings.
I wish that's what I had done. I definitely bought at the peak. How long have you been investing into SPMO and do you always try to buy the dips or do you just DCA at specific intervals?
Thanks and appreciate the input. I think all investors make mistakes or moves they realize just aren't their cup of tea. I know to some this post looks like I'm an idiot, but it really was a reactionary post to express my feelings of me making a mistake. As you've stated, it's not that SPMO likely is a bad fund, just maybe one that's a bit too volatile for my liking. I now realize that and will weigh if staying in the fund and trusting the tried and true history is the right play. It is in a Roth so it's all clean if I decide to eat the loss. Since I'd gained a bit over $3K on FZROX, it's not too painful a lesson if I choose to sell SPMO.
I think it was a little of both on my part. I decided to switch strategy to energize growth in my Roth and clearly was chasing the historically spectacular performance of SPMO. I have 10 years before retiring, so maybe I wait it out, but harvest the gains into something less volatile when SPMO is running well. I have plenty of diversity in my portfolio between my 401K and taxable to wait it out. I know if things turn around it should perform well. It's just a crazy fund where I've been up $1,500 and down $5K all with 3.5 months. Meanwhile the fund I left has gained 3% on top of the great gains I'd already made YTD.
Here I am actively averaging into SPMO...
SPMO has an average return of 18-20% in the last 10 years, I would just stick with it, it will definitely pay off.
I did almost the exact same thing a few years back, just with a different ticker. Sold a boring total market position to chase something with a much hotter chart, and the minute it started swinging I realized I'd bought returns, not a strategy. Your instinct to go back to FZROX is probably the right one, not because SPMO is bad, but because you now know something concrete about yourself: you don't enjoy riding momentum funds. That's genuinely useful information, and $5K to learn it at this stage of life is a cheaper lesson than most people pay. The worst outcome isn't the loss, it's learning nothing and doing it again with a different ticker in two years. One practical note if you do rotate back: you'll likely pay taxes on the FZROX sale if it was in taxable, so run the numbers before you hit the button. If this was all inside the Roth, it's a clean do-over.
You my friend bought SPMO at its peak... you're just unlucky. I firmly believe SPMO will beat the market long term. It's going to be a more volatile but that's why we rebalance into those dips. Pair it will an uncorrelated asset and you'll be just fine.
Nice job, I would have sold too. 7% gain in one day is good enough for me. SPMO has proved to me that I'm simply very conservative and should just stick to the indexes and quality dividend funds and call it a day. I've been investing for 30+ years and have done well with that method and decided to switch it up with SPMO. I think if I just stick it out, it will probably be okay but its not my normal comfort zone.
No I got it and I guess one would expect SPMO to rotate out of tech if it undergoes a prolonged downturn related to AI volatility for example. It will get pummeled more than something like VOO or VTI that has some balance elsewhere, even though they are weighted extremely heavy in tech as well, but would be held up by their other holdings that are winning. I am about 10 years from retiring and do hold some cash equivalents in short term treasuries as well as some high quality dividend funds like SCHD and FDVV, both doing amazing this year. I do look at my portfolio frequently but do understand that it's a long game, and I have been playing it for 30+ years. All using index or quality dividend funds and never super risky funds or single stocks.
I think you're missing the point a bit here... You should also looks at the holdings within the ETF. SPMO rebalances twice a year and has a high concentration in tech, specifically those concentrated around AI buildout. If that sector comes under fire, SPMO will do worse than the general market. Just when something looks easy, the market changes the rules. Last thing to chew on. If you have money in these equity funds, you shouldn't be looking at it monthly and worrying. It should be a set and forget sort of thing. If losing 25% of what you have invested in either of these funds makes you uneasy, I suggest looking into some fixed income options for a portion.
This is true, and SPMO seems to have weathered minor downturns fairly well when looking at it relative to other equity funds. I'm just really bummed that I picked poorly when I had a fund that was doing well. I was hoping SPMO would simply do better, and so far, it has been the opposite.
No, I'm long term and about 10 years from retiring. Was hoping to energize some gains in my Roth with SPMO and it's encouraging that you feel its a good long-term play. I felt the same after looking into it, but 10 years to go isn't exactly long term, but it's not short term either. I was clearly banking on not going into a prolonged downturn and still hope that will not be the case anytime soon.
I think I did and when I look at historical performance, it seems to weather big downturns fairly well. I guess I'm just extra butt hurt that my boring ass FZROX is up 3% since I left it, meanwhile SPMO is down 8% for me. My timing in moving into it was clearly terrible.
Do you invest on short time horizons? If so, that is not investing. Who cares what happens over weeks, months. SPMO is a good long term play. Completely unpredictable in the short term, like most etfs.
Yeah, I think I have realized I don't like seeing the volatility that SPMO brings. I also think I went a little hard in the paint with the percentage I allocated to it. I knew it was a bold move, but I was banking on momentum and unfortunately it momentum'ed in the wrong direction. Meanwhile, my nice safe FZROX is up 3% since I rotated out of it and 14.21% YTD. Luckily SPMO is still a very small portion of my overall portfolio when looking at the entirety of my holdings. The statement "past returns don't guarantee future returns" is certainly spot on here, but I did the due diligence in researching it, and I could weather it and wait for it to come back. Just not sure if I want to or not. This is the only time I have ever picked a fairly volatile ETF hoping to make some nice gains, but it may have backfired. It was a risky move, but it won't affect me too much, I just hate seeing these heavy swings.
You sold a total market fund for a single factor tilt and then got mad that it swings. SPMO is momentum, the September reconstitution is the entire strategy, not a bug. FZROX was never stable either, you were just up on it.
Sell only to pay for urgent expenses. If you wanted SPMO, you should have bought with new monies. Timing markets is hard. Learn the lesson. Best of luck.
Did you not understand the risks of a momentum etf? Or were you too caught up taking the advice of degenerate gamblers on reddit? SPMO will likely rebound, but you’ll need to stomach this volatility for a while just to get your money back.
The problem with SPMO is that it rebalances twice per year, and this last rebalance had awful timing as it just missed considering recent market trends
A lot of nice sales today. Decent entry on SPMO
stop listening to people who are hyping the latest thing. Look at actual research that says you can't time the market, and stop trying. Look at actual research that shows even wall street professionals who run funds are WORSE than just an S&P500 fund far more often than not. So boring things like VOO, SPMO, QQQ, etc. are nearly always better options (as long as you aren't a gambling addict). And one of the most underrated things--a HUGE asset is how long you've been in the market. Time is its own asset
SPMO is an interesting pick, the momentum factor can really shine in a long bull run but it gets absolutely clobbered during sharp reversals. I'd be curious to see how it handles a proper sideways decade like the 2000s, that's my only hesitation with leaning too hard into it
Even $SPMO is better than these stocks
Wait for a bounce than ditch or trim some of those. You don’t need to make it back where you lost it. And then buy some NVDA, APPL, TSM and something like Costco, Netflix etc and then get an index fund or 2. SPMO, QQQ, for example. Still growth but won’t Titanic in a correction.
Stay away from thematic ETFs like DRAM or NLR. It's not much different than picking individual stocks. VOO, SCHD, QQQM, that's all you need. You might consider SPMO too eventually.
SPMO has been something a lot of people are buying here recently. It rotates in and out of "favorable" picks within the SP 500 every 6 months.
DCA fullport SPMO NTSD MSTR and chill.
Expand your time window a bit, look at 6 month, 1 year and 5 year numbers, if you want to be conservative invest in VOO or SPYM, if you want to shoot for bigger gains, with some higher downside odds, invest in SPMO, VFLO, FELV, GARP, just know that all of these may get hit harder in certain downturns than VOO.
I bought some SPMO. I threw chunks into RKLB and ASTS
I'm not a fan of timing, but there are ways to construct a portfolio that soft-pedals IT with reasonable expected return. I've looked from time to time at something like 80 SCHD 20 SPMO (you could experiment with the percentages), which seems to compare reasonably well to SPY, with less volatility. I can't stress enough that it's impossible to time tactical moves. especially as retail investors, the way to win is to buy and hold a resilient portfolio that meets expectations.
But IMO, I look for lower beta for less downward movement in a correction of the indices, while maintaining decent alpha long term. I balance my SPMO with lower beta CGDV and VFLO, while maintaining higher alpha than the SP 500 index. So in a market downturn, it won’t drop as much as SPMO alone. I don’t look for diversification which results in lower growth. I look for lower volatility ETF strategies while maintaining good growth.
Look into SPMO. Aggressive, but has highly outperformed the S&P over 1, 3, 5, and 10 year. History cannot predict the future, but it's been pretty solid compounding returns for me over my VOO allocation. For International, I use a 4 fund sleeve instead of VXUS to be diversified, but aggressive.
what i feel is the largest hitch is that you lean 23% on SPMO and 23% on AVLV – both are heavy US large‑cap exposure, so the portfolio is basically a re‑weighted S&P 500 with a 10% slice of US small‑cap value (AVUV) and about 28% international value, plus a few mantles of small‑cap and emerging value. that blurs the line between a true factor mix and a modified index. a cleaner approach would be keep one core broad‑market ETF (VTI or VT), add a single US momentum fund like SPMO, a single US small‑cap value like AVUV, and then perhaps a low‑vol or quality tilt for downside protection. that cuts the fund count, simplifies the tax picture and still keeps the factor flavor, while cutting the 6% EM slice that adds paperwork for little benefit. the overlap vs S&P 500 is high – 48% of your core is essentially the S&P 500 anyway – so consider tightening the tilt so you don’t end up chasing the same basket of large caps under a new coat.
I like the intent, but I'd pressure-test the "meets or exceeds VOO with broader downside protection" framing — that part reads like having your cake and eating it. Value and momentum are fine factors, but neither is a downside hedge. Momentum has had notorious crash episodes, and value has gone through multi-year stretches of underperformance that tested everyone's faith in it. If you want actual downside protection, that's a low-volatility or quality tilt, not value/momentum. The other thing I'd check is how much of this is just the S&P 500 wearing a trench coat. With 23% SPMO + 23% AVLV + 13% VTI plus the international large-cap funds, there's a decent chance the factor exposures net out to something close to market beta with extra expense ratios and rebalancing headaches on top. Worth running the actual overlap before assuming you're diversified. None of that makes it a bad portfolio — AVUV/AVDV are solid, well-run funds. I'd just calibrate the pitch: the realistic expectation is roughly market-like returns with different tracking error and hopefully a modest long-run factor premium, not outperformance plus protection. And in the brokerage account, rebalancing by addition is smart — keeps the tax man out of it.
Where you getting this money lol You probably better off just taking loans and buying and holding VGT, SPMO, etc If you gonna take that high risk approach
If you want global equity market exposure, you're better off with factor investing. It will outperform buying the whole basket in the long run, especially if you rebalance occasionally. If you want exposure to US large/small cap and international, do something like SPMO, AVUV, AVDE. That gives you large US cap momentum, small US cap value, and ex-US value tilt. See the backtest: https://testfol.io/?s=b3Uh7zhER2y If you're young, you should focus on higher returns, even if it means higher volatility/risk.
Looking at Bond rates, there is a decent chance bond rates will move higher. But also, Trump wants to inflate away the debt which I don't know that bonds will hold up well traditionally. I'm good waiting for a higher bond rate myself. Energy is cyclical. However, you will want to clarify are you going to be investing in a bunch of oil stocks or energy as a whole? You can expect that even when things are cleared up that oil prices will remain high for a while. All the countries will need to replenish their strategic reserve. However, once its corrected, its dead weight. And a lot of countries will be making plans to make sure this doesn't happen again, that will likely depress the energy sector for a bit. The need wont go away, but people will be working to increase the supply with alternatives which will lower demand. I agree the tech correction will happen at some point. The issue is that most other sectors are actually doing bad, so it crashing will bring everything else down. If you can hold out for the correction, it will be a good move. Tech isn't going away and AI is the future. Just not the current poorly planned way they are doing it. I would not recommend trying to pick like that in the taxable account. It works in the retirement accounts because if something goes wrong or you see a deal you can rotate tax free. In the taxable, you generally want to avoid selling so whatever you pick you are committing to. I do mostly SPMO right now. VGT is another good option. Energy is always temporary so I avoid it in the taxable. Bond's im ignoring until it gets crazy numbers. Too many graphs show bonds lose unless you time it right. I am not about to retire so I am fine ignoring it unless the yields get to matching the average stock return.
Given you just sold an ESPP and have a big cash pile, I'd lean 75‑80% in a low‑cost total‑market fund like VTI or VOO, and tilt the rest 20‑25% into a mix of passively managed growth such as VUG, VGT or a small‑cap blend. Don't double‑dip on the same mega‑cap tech names; they already flood VTI and VOO, so a small bond or tax‑efficient hedge can add a safety layer if you land in a higher tax bracket. If you’re comfortable with high volatility, a couple of spots in a semiconductor or space ETF (maybe SPMO) add a spark but keep it under 10% of the portfolio. Keep it dollar‑cost‑averaged each month—this smooths the swings and lets you readjust the tilt back to the core over time.
You've never heard of SPMO.....
I only do etfs so I'm holding SPMO and COPY currently.
Was the decision for SPMO to drop NVDA regarded? Not looking great so far