SPYG
SPDR® Portfolio S&P 500 Growth ETF
Mentions (24Hr)
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PLTR & RKLB Before August ER?
Few thousand in cash saved up. Invest it all at once or spread it out?
Hi all, was wondering if I could get some advice regarding my portfolio.
DCA strategy - SCHD SPYG combined vs AMZN, AAPL, MSFT, TSLA
DCA strategy - SCHD SPYG combined vs AMZN, AAPL, MSFT, TSLA
I am putting $1000 a month into this portfolio is it good?
How I'm capitalizing on the Fed's struggle against inflation.
23 years old looking for advice on an aggressive Roth IRA allocation for retirement!
HOPE IS UP 11.37% TODAY, HAVE WE FOUND A NEW DARLING?
If you think we're in a bubble, you should short SPYG and NOT SPY.
Opinions on Building Retirement Portfolio
Letting Children Pick Stocks: Week 16 Update
Letting Children Pick Stocks: Week 16 Update
S&P 500 Growth ETFs hit record highs and have beaten SPY over 10 years
Letting children pick stocks: Week 6 update
SPYG when you already have stocks in half of their top holdings?
Seems kind of fool proof only playing this with 20% of portfolio.
What are some of your favorite etf that pay dividends?
What’s the similarity in SPY and VOO, in layman’s terms?
Questions about my Roth IRA options, reposted from /r/personalfinance.
SPYG vs VTI (etf funds onlys or any other recommendations)
Mentions
Man, stop selling us products, you are in the wrong room to sell some junks. I am simple man, I go SPYG, and vanguard TDF 2060.
Investing in QQQ(M), SPYG, SPMO sort of stuff. There’s been a ton of popularity in taking uncompensated risks. We should also normalize reading the prospectus. A lot of people have no idea what they’re buying.
Flipping shares on main index ETFs. 3-5 trades per week. No options, no leverage, no shorts, just plain shares. Full portfolio each time, because I would already be investing passively full portfolio on indexes anyway. Goal is 1.35% profit per week. If you compound 1.35% every week, in a year it is a 100% gain. -2% stop loss otherwise I hold and ride. I like QQQJ and SPYG for higher movement and lower shares cost. Never enter with full size at first. I like to trickle in shares as the market moves. Going for lowest price entry I can, drawing my own trendlines for weekly lows and highs. Each trade I aim for .6% take profit. I’ve been screwed too many times playing options, playing volatile stocks, and leveraged etfs. Mainstay ETF share flipping is so much less stress.
I like SPYG the S&P growth fund. Just invest over time to dollar cost average and minimize your risk.
You guys think the consumer sentiment report is gonna cause another substantial drop? I know the preliminary is already out and it didn’t look great so I can’t tell if it’s already priced in. Anyways 0DTE SPYG puts it is.
SPYG back to levels not seen since last Friday!
FLIN SPDW SPYG. invest and chill 🍿
Yeah, I just started a Roth in hood for that 3% match on Oct. 30 and take away the 3% match and the portfolio is down 1.96%. Still have $3200 on the sidelines waiting but I only have until eoy. Playing this like my 401k so ITOT, IXUS, AGG, SPY, QQQ, QQQI, SPYG, WMT and SCHD
Firstly “dividend/safe stocks” are costing you a fortune. They grow more slowly than growth stocks and the general market. Invest in broad market ETFs (VOO, VTI, VT) and some growth stocks and ETFs (SPYG, SCHG, QQQM). There is more short term volatility but you will be wealthier in the long term. I would recommend the HSA because it’s a tax efficient way to pay for healthcare if you ever end up in a situation with high medical expenses and your insurance is giving you problems. You could also do that with your savings/investments but HSA is more efficient. I would recommend 50/50 VOO/VTI for your HSA. It’s not as aggressive as a brokerage or retirement account should be in case it needs to be used but still grows relatively quickly. I would probably stop contributing once you have enough that you believe you are unlikely to need more for healthcare (maybe $100,000) and then just let it grow on its own. Your health should be one of your highest priorities and I would not leave its fate up to your insurance.
SPYG has outperformed VUG and QQQM YTD this year, and has higher dividend than QQQM and VUG and lower expense ratio than QQQM (equal to VUG)
Not necessarily better but I would recommend adding SPYG which I believe is atleast equivalent. It offers more diversification and similar growth with lower fees.
I had mine into SPYG since beginning June, that amount is up by 20% now.
Personally am holding tiny shares of Riot, hood. The rest is in SPYG and target date funds.
SPYG, we’re sextupling by December
>Do you agree that a widely diversified ETF is appropriate for OP, even if it's SPY or VOO vs. SPYG and VOOG? Yep! Really even when we're getting into these divisions they're fine. >For me, I actually use my non-taxable accounts for more active trading and speculative , which (when I do it right) generates short-term capital gains taxable at ordinary income rates, plus interest-generating investments like cash or bonds--also ordinary income. So that leaves the dividend generators and funds that have year-end cap-gains distributions, in the taxable accounts. Ah yeah, then that makes sense. There's a good table on https://www.bogleheads.org/wiki/Tax-efficient_fund_placement that lists order of tax efficiency, and you're doing that sort of optimization but just working on some things not everyone does. >And BTW, I notice that your first point (in favor of value stocks) seems a bit at odds with the argument about dividends: don't the generally higher dividend payouts of "value" stocks create a tax drag? So: yes. The argument is a theoretical one and assumes no taxes. In a taxable account it's a bit hard to figure out which one will come out ahead (and it's always a guess anyways because we don't know how the future will go). I largely just go with a broad spectrum approach of buying everything and not worrying about it (that is, not optimizing for dividends but not avoiding them). I do have some brk/b as well though, as an example of a weird stock that is very value-oriented but also no dividends.
I bought APLD leaps and GOOG, NVDA, SPYG, and AAPL shares at April’s lows, then sold them off little by little every day to buy puts instead of calls during a generational bull run. You’ll be alright
Interesting comment. The cited value vs growth chart is confusing to me, starting with the definition of value stocks. But always good to see different analyses. Do you agree that a widely diversified ETF is appropriate for OP, even if it's SPY or VOO vs. SPYG and VOOG? You have a point on dividends given what I said. But let me add some additional context. First, since we're limited as to how much of our assets can be in tax-free or tax-deferred accounts, the question is: what's the best use of those accounts. For me, I actually use my non-taxable accounts for more active trading and speculative , which (when I do it right) generates short-term capital gains taxable at ordinary income rates, plus interest-generating investments like cash or bonds--also ordinary income. So that leaves the dividend generators and funds that have year-end cap-gains distributions, in the taxable accounts. And BTW, I notice that your first point (in favor of value stocks) seems a bit at odds with the argument about dividends: don't the generally higher dividend payouts of "value" stocks create a tax drag?
Don't know your situation but here are a couple of general observations: For people like you with long investment time-lines and not much investing experience, an ETF with mostly growth stocks probably makes sense. Growth stocks (vs dividend/income stocks, or bonds) are considered more volatile but with a long time-line you don't care that much about short-term ups and downs, and the returns from stocks in the long term is generally expected to be higher. I believe the biggest ETFs focused on US growth stocks are SPYG and VOOG, but I'm sure Fidelity has something similar. Dividends are "tax-advantaged" compared with income from capital gains or interest. So I tend to buy dividend-paying stocks (or dividend-oriented ETFs) in my taxable account (not in a Roth or conventional IRA.) Good luck!
$800k real state, $300k active investment, 900k diversified through SPYG, GLD, and a few bits in companies like GOOGL.
Personally I would choose SPLG, SPYG, or SPY itself, nothing against VOO but for those who invest over time with tidbits, sometimes it’s a good idea to “jumpstart” the investment by picking up extra buying power where you can (do not say share price matters here, they will tear you a new one). Once you get into your corporate years I highly recommend VOO or VII as they are pretty guaranteed to cover 80% or so of your retirement in full or through monthly pulls. I’d say a higher number but if you stay a normal passive investor I can’t really say with certainty that that’s what’s going to happen, but from history it would seem to place that number as a safe bet. Ultimately for things like ETF’s that track the S&P or NASDAQ or DOW or whatever, share price doesn’t mean as much, if you can do fractional investing, you could stick with VOO and receive similar returns. Ultimately this is just to say share price just looks scary to new comers, it is used as a tool for different things, if you cannot buy fractions of shares, go with SPLG/SPYG and buy full shares when you can.
See most of my portfolio is focused on tech so I’m trying to just build more into ETFs and mutual funds that are equally balanced. Some are stock heavy right now I’m focusing on VOO, SPYG, SCHG, and then I’m working on snowballing SCHD and JEPQ
Oh dear...!!! **From Google Finance: Expense ratio 1.14%, Front load 5.75%, YTD return 7.35%, 5 yr returns 11.88%, Yield 2.46%** They took a big chunk of your money from the beginning with that Front load fee, then the high ER, and low yields created low returns over a 5 year period vs. 85-90% for the S&P 500 Index fund such as: SPLG, IVV, VOO. I would sell your Russell fund so it's cash in the account, then I would open the Fidelity Roth IRA account and work with Fidelity reps to have them get Russell to xfer the cash over to the new Fidelity Roth. Then invest in a basic broad based ETF like: SPLG, SPYG, IVV, VOO, SCHG, VUG, VOOG, VONG, etc...or VTI for all US total market. Good Luck........;+)
Keep cash in a HYSA to cover 6-12 months of expense, then invest what you can inside a Roth IRA for growth. Most can add $7k per year to $8k for those 50 and over. Growth ETFs: SPLG, SPYG, IVV, TCHP, VUG, VOOG, VONG, SCHG, (VOO for Boogleheads).
Consolidate to 70% SPYG or SPLG, 15% VXUS, 7.5% Crypto ETF, 7.5% COYY for huge 180% distributions which are paid weekly. Get rid of SCHD that Youtube'ers pump for GenZ and boomers......GL! BND......bonds?.....lol
KO, SPYG/SPLG/VOO, FBTC, and I would say intel but idk about that rn…maybe after they have a clear consolidation. You’d probably do the best by just parking/dollar averaging into those, maybe even a stock like DUK (energy), but actively investing may not be the best for returns if you’re already in a high income environment.
I'm confused. Did you buy half their house or the apartment? lol. But anyway simply DCA each month or bi-monthly to take advantage of the ups and downs in prices. And why VUG? I think SPYG, SCHG, VONG outperforms over the longer periods.
Geez, I keep hearing peeps complaining about not being able to buy fractional shares on Schwab. so why not just use another brokerage? It's so easy to setup and you can request of your assets "In Kind' to be transferred to the new account. SWPPX is fine, FXAIX. You want something more aggressive, you'll need to look at a large cap growth fund. There's actually more ETF options than mutual funds I think. SPLG, IVV, VOO, SPY, SPYG, SCHG, TCHP to name a few large cap growth. VOT for mid cap growth, etc.
if you're younger under 50, invest in an ETF such as SPLG, IVV or SPYG, VONG for growth. 12%-15% annualized over the long term.
Hello there parent. Open a joint brokerage account for you and the spouse and invest in the S&P 500 Index such as SPLG or SPYG for growth. Then give your kid a head start in her path towards collage or higher education with a 529 college fund. Good luck.
Hi, I'm not sure which post of mine(?) or someone's you're replying to, but I took a look at SPYG for a Diagonal Call Spread (not a PMCC because its options only go out to March, 211 days). But yes, I see the 87C at 80-delta here AH on Thursday. Midpoint is now 15.15. With spot at 97.96, that's a raw leverage of 97.96/15.15 = 6.46 Multiply by 0.80 Delta to get 5.1x. SPYG doesn't have weekly options, and its options are pretty thin overall. I couldn't get good numbers here AH, so I won't try to model a Call sold against that.
Would you get the same results on SPYG? The MAR 26 87 strike is about 80 delta call (211 DTE - theta is -0.0099) is trading at about 15.50 versus about 84 for the APR 26 525 strike for VOO (about 80 delta with theta is about -0.05).
As a 23 yo, you want growth first and for most for the next 30+ yars. SWPPX is the S&P 500 index fund no? I would just go full head on in the Roth IRA and the brokerage account with either SPYG or SCHG which both are similar. Then in your early 50's start transitioning your Roth growth investments into dividend funds and/or stocks.
True, but I was thinking initially that it would be better for SWPPX to be in my Roth IRA and to have a separate brokerage account for just ETFs Cause I was also thinking to have something a bit more liquid for personal use Do you think it be better to then transition from SWPPX to a full SPYG in my ROTH IRA and to do say, a SCHG in a brokerage for something more liquid?
What are you talking about. Both SPYG and VOOG are pure equities.
Why not just go with SPYG or SCHG in your Roth IRA and skip the SWPPX mutual fund. At 23 dividends from mainstream ETFs won't move the needle. Just buy some individual stocks for dividends. Altria (MO) 6.5%; TRIN 12.5%; GOF 14.5% yields. Good luck investing and make sure to use a Fintech app such as Webull that gives you 4.0% plus 4.1% match from a promo.
That's why I'm not looking at equities, which with the other comments, if I just stick with SPYG or VOOG, should be good for me
Is this for your retirement, then open a Roth IRA and invest in an ETF like SPYG or SCHG for growth, 70-80%, or S&P 500 Index fund like SPLG or IVV which pay 1.2% yield. At 37 dividends aren't going to help unless it pays out 7-12% yields. Go crazy with some spec stocks like (BULL, NBIS, PLTR, RKLB, PONY, RZLV, HIMS), all related to Fintech, AI, Aerospace, and Healthcare. Good Luck.
The OP is 26, so a growth ETF such as SPYG or SCHG returns on average 3-4% more on a long term basis. Just look at the 5, 10, SI performance. You find any online tools to determine which will give you higher returns. Use Morningstar or Dividend Channel.
Why do you recommend SPYG or SCHG over VOO?
Drop the SCHD, the retirees's dividend drag. Buy SPYG or SCHG for growth instead of VOO.
Pocket 10-12, and personally I’d wait a second, but throwing it into the ETF’s like VOO, SPYG, QQQ (take your pick, they’re all different brands of alcohol) could yield good returns given you wait for the bear market to stop being a little thorn in the dickhole. For rn mostly debt obligations, long term holdings, and maybe a separate fund for growth stocks. (15k etf, 15k to additional debt, 14k to growth, if no additional debt, 19k ETF, 25k to growth, more cost per share so size is pretty “even” more or less, plus PDT allows total freedom to trade.) if you have no stock experience, pocket 10-12k, put it all in various ETF’s, they all will basically track the same thing, but some will do better than others marginally, every little bit helps.
You didn't state your age or time horizon, but if you're young, just go with 60-70% VOO, and a large cap growth like SPYG or SCHG at 30%.
Eh, if you’re active in the market and can make stable gains, there’s an argument to be had that it’s not about timing the market but more so reading indicators of a PB or step down. Removing your money from the market and loading up a specific set window while keeping long term holdings under monitoring can provide high returns, possibly even double annual returns from simple things like SPYG once you’re good enough to track trends.
I never do. Just completed a six month dca into PLTR, RKLB, OKLO, SPYG and I'm currently doing a 10 week dca into NVTS, BKSY, ASTS, SYM, and RDW. I never blow my load in one shot.
15% contribution seems pretty generous, but you asked multiple people? What does your benefits program state? In your Roth IRA, I would go balls deep in a growth ETF like (SPYG or TCHP), and by a few tech stocks that are favor like (INOD, NBIS, PLTR, RKLB, BULL). You can search these stocks on Reddit and Yahoo Finance. Good luck getting rich.
S&P 500 ETF like IVV or VOO, or growth with SPYG, TCHP. Then if you want to take more risk, tech stocks llike (INOD, NBIS, PLTR, RKLB) Good luck.
If you're company doesn't match, then you maybe better off investing in your own Roth IRA with a brokerage like Fidelity, Schwab, E\*Trade, T.Rowe Price, and invest in a growth ETF like (SPYG, SCHG, TCHP). Under 55 should invest in growth, then move over to something more balanced with dividends.
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.
If VOO is “too saturated” SPY/SPYG/SPLG are good alternatives that will basically do the same thing, however do note that August and September are usually the worst months for the stock market and that it is very probable to go down since we’re at ATH territory still. Any and all gains/losses made in his account makes him liable/responsible for the loss/tax on gains.
Of course, if you own SPY or especially SPYG you already have a lot of Alphabet (and Meta, and Apple, etc.)
Kinda makes me wanna hold SPY since its up like 116% over that time or maybe SPYG
AGTHX started in 73, it’s beaten the sp500 for most time periods , the last 10-15 years it’s been toe step essentially . It’s an active mutual fund that in the past was more mid cap heavy , but for a long while is squarely large cap growth . However , the fund managers still stick to having mid cap tilts, so when you compare the fund to large cap growth like VUG SPYG SCHG their median market caps are around 750 Billion and their top ten holdings are 60% percent of the fund , where as AGTHX is about 300 B market cap and 37% top ten. So it’s Morningstar 9 box style places it in large cap growth but it ends up behaving more like the sp500. You can plug these funds into portfolio visualizer and see their fund correlation, AGTHX is more related to Sp500 than VUG. All in all, its ER is pricey unless you have access to R class shares, but it has historically paid off. You most likely won’t severely underperform or over perform the sp500 in the long run .
Ahhh just as I sold my AAPL for more GOOG :( well hey at least its a big portion of SPYG I wonder if all these beats are linked to GDP beating too. I guess it makes sense right?
VTI + FBTC is a solid start. You probably don’t need a third ETF unless you want to diversify a bit more (like international or small-cap tilt). SPYG overlaps with VTI, but if it’s doing well and you like the growth tilt, no harm keeping it for now. If you want to consider managing things on your own now, check out something we have built for small portfolio managers: [www.photoncompounding.com/learn](http://www.photoncompounding.com/learn)
“I have no real knowledge of which is a good or bad stock.” Sounds like you shouldn’t be buying individual stock. Buy the S&P 500 or S&P 500 growth (SPYG) and don’t touch it.
Yes, if SPYG goes down instead of up.
Is there any way buying a SPYG call @ $100 for 8/15 can lose? It seems like a safe bet for someone trying to dip his toes into it like myself. Especially with >7% growth this past month
A good portfolio is about 50% in stocks, bonds, and real estate and international. Then, 25%+ in risky assets that are likely to grow. VTI has some flaws but it is good enough. I would add some short term corporate bonds in the mix and some international exposure. Then add a small amount of VWO and MGK into the mix. SPYG is good and can replace growth in MGK. The reason vanguard ETFs are superior is that they reinvest the stock loan interest back into the fund.
Just my 2 cents here but you could probably keep SPYG and add VOO and or VTI with 10% Bitcoin if you have the appetite for adventure. I talk to guys all the time and most have advisors. The problem is the higher your portfolio is , the fees also go high dollar wise I handle portfolios for 9 people and it takes the same effort to manage a 30k portfolio as it does a 500k portfolio. If your a set it and forget type guy ..do it yourself.
You’ve got the right idea but remember to keep things simple. You can get a lot of growth out of a simple portfolio like VT/SPYG at an aggressive distribution like 60/40 or even 40/60 over 60 years
If your goal is a simple 2-3 fund portfolio, I'd recommend selling SPYG and rolling the proceeds into VTI. This avoids unnecessary overlap, reduces complexity, and keeps your US equity exposure balanced without chasing past performance. Keeping SPYG adds a growth bias, which could amplify gains in bull markets but increase risk which is fine if you're okay with that, but not essential for long-term retirement growth in a Roth IRA. Either way, both have rock-bottom expense ratios (SPYG at 0.04%, VTI at 0.03%). There's a strong case for adding a third ETF to enhance diversification, especially since your current setup (80% VTI, 20% FBTC) is heavily US-centric and includes significant crypto risk. If you add VXUS, a sample rebalanced portfolio could be 60% VTI (US stocks), 20% VXUS (international), and 20% FBTC (crypto tilt). Or dial back FBTC to 10% if you're concerned about volatility—Bitcoin ETFs like FBTC are extremely risky for retirement accounts due to wild price swings (e.g., Bitcoin dropped 70%+ in 2022), lack of income generation, and no ability to use losses for tax offsets in an IRA. However if you are a firm believer in crypto then keep it for the upside potential.
SPYG is apparently a S&P500 index fund derivative. it has a lower dividned than other S&P500 funds which leads me to believe it is more heavily invest in the tech portion of the index. Bot this and VTI are good. But I would also suggest QQQI13%, ARDC 12%,SPYI, EIC 10%, PBDC 9% These are dividend funds and will over time greatly increase the flow of money into your Roth while you still deposit 7000 a year into the Roth. which will greatly increase the growth of your portfolio. If you don't reinvest the dividends and then spread the money equally over all of your r investments your entire Roth portfolio will benefit.
It will be probably better performance. But mostly because OP isn’t accounting for the time weighting of his returns with contributions over the 4 years. If the FA was using SPYG it was probably just a basic computerized asset allocation of index funds. Probably not worth it for the FA or the client for the account to be open. I’m sure everyone involved is happy with the decision
Your new setup is clean, but 20% in FBTC is a pretty heavy Bitcoin tilt for a Roth unless you're super high conviction. SPYG overlaps a lot with VTI, so probably redundant. What I'd think about is adding some international exposure (e.g. VXUS). Check this report on your allocation: [https://www.insightfol.io/en/portfolios/report/e112e6637c/](https://www.insightfol.io/en/portfolios/report/e112e6637c/)
Positions are mainly: NVDA, PLTR, RKLB, OKLO, SPYG with several others. Those are my winners. I have 244k in unrealized gains with those. My portfolio is 611k, with the 244k gains and 147k MMF. That's all im gonna type.
I have Vanguard's VOOG (VOO but with a "growth stock" bias) in a Vanguard account and also in an E\*Trade account. Either is possible. I recommend ETFs over traditional mutual funds for a couple of reasons, most important being the end-of-the-year cap gains distributions that mutual finds have and ETF's don't. Makes tax planning harder. VOO is like SPY and VOOG is like SPYG--practically identical and both ultra low fees. I find it MUCH easier to do research, get info or transact on the E\_Trade Website, or occasionally to talk to someone at E\*Trade (now owned by Morgan Stanley.) As others have mentioned, Vanguard's philosophy is buy-and-hold so they don't seem much interested in making trading or trade research easier. But I also find it hard to get information I need on the Website, and if you have to get something signed (like an IRA rollover) E\*Trade is MUCH faster--1-2 days vs. 1-2 weeks. I do think Vanguard is honest and reliable and very stable, however, which is why I still maintain the majority of my financial assets there.
SPYG is a nice middle-of-the-road compared to SPY or QQQ.
SPYG, EWA, IEUR, GDX, IBIT, ITA, UFO (Some etf's that cover most the market combined)
Trying to de-risk while still staying exposed to the stuff you actually believe in is like walking a tightrpe blindfolded. SPYG’s been solid, yeah, but if your single-stock holdings are already tech-heavy, doubling down might just be hiding concntration risk under a fancier wrapper. A fund like SCHG or DGRO might give you a similar growth tilt without as much correlation if tech takes a breather. Are you looking for something you can forget about for a few years, or are you planing to actively monitor and shift depending on how your solo tech plays move?
It's just my portfolio of shares and ETFs. Mostly NVDA, PLTR, RKLB, OKLO, SPYG with several other low key positions.
If I were to buy a growth fund I like SCHG over those two. It’s also been around a long time, done at least as well as SPYG if not a little better, has the same low expense ratio as SPYG, a couple dozen more holdings, and has a cheaper share price with more assets under management which although likely minuscule in difference, may have a smaller spread and more liquidity.
Why would'nt you buy SPYG then? Lower fees, mostly same tech exposure, lower drawdown, and higher Sharpe.
If you are already all tech.... then consider SPMO. It will usually has a majority tech bias, but currently is a bit under 50%. It has soundly beaten QQQ and SPYG the past five, three and one years, while running a little behind of QQQ since its inception just under ten years ago.
QQQM appears just to be a retail version of QQQ. Similar to how VOO is a retail version of SPY. SPYG beats QQQ on a Sharpe ratio basis.
Coping over what? Im invested in NVDA, PLTR, RKLB, OKLO, SPYG. I have 15.7 shares of TSLA at 120 basis. I really dont give a shit about TSLA or robotaxi.
VGT is even more expense than SPY. I was looking into SPYG but it's not as diversified and the options don't go out that far. Additionally bid-ask is really bad. VTI was bad too, but I actually got mid price believe it or not.
I buy $212.50 each every Monday morning of PLTR, RKLB, OKLO, SPYG. I also have 1000 shares of NVDA and will be bringing CRWD into my portfolio soon. That's just me.
DCA is a good strategy. I automatically invest $212.50 each every Monsay morning in PLTR, RKLB, OKLO, SPYG. My portfolio is doing well from a buy, hold, DCA strategy. Thank you.
Idk, seems according to the Arabic news channels, these attacks will last weeks now. Probably more escalation! The situation in Israel and Iran doesn't look promising on the ground, and this is the first week too! In my opinion, am going to keep holding SPYG, I got some in Riot platform, and the rest in my target date funds lol.
Glad I left that circus. Am fully invested now in SPYG and target date find 2060 averaging about 20% gain annually for the past 5 years. Done gambling like a gamer.
My maon holdings are NVDA, PLTR, RKLB, OKLO, SPYG. Been chatting with Chat GPT to determine effective plan and I am now considering investing in CRWD at an appropriate entry point.
I have some Dec options, but I typically only buy SPY and SPYG and spend big on DITM. Because I'm a bull, I was planning on selling 1 or 2 months before they expire in Oct or Nov. Individual stocks would really depend on if you believe in the long term STOCK growth of the company. Meaning, the company itself might grow, but do you believe that investor confidence in the stock will also grow driving the price up. If you have doubts, I'd say take the gains. One of the rules for myself with the smaller more risky bets I make are to always take the money and not care if it continues up after I sell. Hope that helps.
# I guess SPYV outperforming SPYG is enough for BER to declare victory since red days are banned around here
I still do my Monsay morning automated investments of $212.50 each of PLTR, RKLB, OKLO, SPYG. I'm going to deposit another $50,000 into my Money Market Fund to prepare for my once or twice per year lump sum. I do, however, think I want to wait for some kind of correction before injecting larger sums, and I'm also not sure what I want to inject larger sums into right now.
No. NVDA, PLTR, RKLB, OKLO, SPYG mostly.
I buy $212.50 each of PLTR, OKLO, RKLB, SPYG every Monday morning. I bought the whole time.
The great part for me is I'm positioned in NVDA, PLTR, RKLB, OKLO, and SPYG, and they're ALL just sitting in their kennel with a raging green hard on right now, drooling at the chance to be released on the bers. Even if it's short lived, it is a beautiful sight.
Ive been sitting on a bunch of NVDA, PLTR, RKLB, OKLO, SPYG shares. I just got home from work. Can a ber please tell me how my portfolio might have performed today? I could check myself, but id rather hear it from a ber. K thx.
My main investments that I have been building for the past 6-12 months have been PLTR, RKLB, OKLO, and SPYG. Add NVDA to that, and that is my primary portfolio. SPYG is a SP500 growth ETF, with the standard tech stocks leading its asset distribution. I started investing late, and have set my risk tolerance to high, so I invest in these growing companies rather than SPY, etc. PLTR has been leading as far as 5-10x. I have ~815 shares at 28 basis. I have more unrealized gains from PLTR than any other investment. I purchase $212.50 each of the above mentioned securities every Monday morning except NVDA. Every now and then, like once or twice a year, I'll deposit a lump sum and throw it in the market. That's my strategy...is it good? No idea, but I'm almost back to ATH and sticking to it.
Sounds like an inherited Roth account (because of the 10-year requirement you mention.) If that's right, then the $100 in that Roth account is presumably already invested in some specific assets (stocks, bonds, cash.) And it also means that anything those assets earn for the next 10 years is tax-free, and no tax is due when you do close the Roth and move the assets to a regular (taxable) brokerage account (or spend it on a cruise around the world.) Presumably you are getting a monthly statement showing what assets are in the account. (Or you've been signed up for electronic statements and have to go on-line to review them.) But you should know what's in the account. You don't need a financial advisor. To keep it absolutely simple, you can sell whatever is in your account currently (with no worries about tax if it's a Roth!) and put it into one or two broadly diversified index ETF's (exchange-traded funds.) Very common choices are VOO and VOOG (from Vanguard, but any broker can buy and sell them so you don't have to move your Roth account to Vanguard,) SPYG, offered by State Street (SPDR), and QQQ, offered by Invesco. Again, you can hold these ETFs in an account at any major broker. (Of course, your Roth account at Edward Jones may already be invested one or more of these ETFs, in which case you can leave them alone.) SIDEBAR: The "index" part means the underlying individual stocks in the ETF are selected "automatically" rather than being actively selected based on the supposed expertise of some money management team. Most people think that index funds perform as well as actively managed funds, and for sure the "management fee" is much less because . . . you're not paying experts to research and pick the assets. DISCLAIMER: I am not a pro; I am not familiar with Edward Jones so I have no opinion about whether you should stay with them or not. And I'm making assumption about your situation that may not be valid, mainly that your $100K is in an inherited Roth account.
I wish I could go back to when I first started investing and just put all my cash in something like SPYG. I’m 37 and looking back I definitely lost a lot of cash by stock picking.
Put your money in SPYG instead of individual stocks and you’ll increase your probability of making a profit
Does anybody else invest in SPYG and SPYD or just me?
Curious as to why toward active ETFs. I don't think any active ETFs have beaten passive ETFs (the likes of SPMO SPYG SMH QQQ VTI....).
Now model it against eg SPYG or SCHG. Spoiler: it loses & has almost 50% more drawdown.