SPYV
SPDR® Portfolio S&P 500 Value ETF
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Generating income whilst trying to minimize volatility in these uncertain times
Am I autistic? Will my wife’s boyfriend be proud?
I’m too poor to buy SPY puts, so I bought May 27th $39 SPYV puts instead. Am I retarted, or will there be tendies at the end of the tunnel?
How I'm capitalizing on the Fed's struggle against inflation.
Sunday Technicals 3/21/2021: GeyBer Edition!
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I’d ditch RSP and SCHD. If you don’t wanna use an S&P 500 index fund, I’d go w VUG to cover growth and SPYV or VTV to cover value. FNDX and FNDF have great track records if you want to mix in fundamental analysis ETFs, but their OER is a bit higher at 0.25% if you’re cost conscious.
On the short term, I'd go for lower risk reward. Dividend aristocrats or SPYV, due to relatively high valuations. If there's a correction, switch to higher risk reward ETFs. VGT, SPY, QQQ.
i sold my SPYV call at market estimated value 16.35 per call received 5 per call feeling scammed
Value or small/mid cap isn't as bloated as QQQ/SPY imo. Like AVUV, SPYV, or BRKb.
# I guess SPYV outperforming SPYG is enough for BER to declare victory since red days are banned around here
I am. I have been sitting on the side for very long, buying short / medium term bonds. I even had put option to protect the equity allocation that was already in my portfolio. Now I am buying stocks. I have a large sum that I plan to DCA in the next 12 months. If your horizon is multi-years, there are some nice names at good prices right now. General mills, hershey, nike, banks. Dividend aristocrats, SPYV, etc. I expect growth stock commanding high multiples to suffer more. Who knows, there might be an acceptable entry point for NVIDIA in a year.
What you just said not only doesn’t make sense, but it entirely misses the mark. I’m not trying to be mean, but you sound like you might be new to this. Keep in mind, price is what you pay, value is what you get. They are very different. Just because something is cheap doesn’t mean it’s a good value. Just because something is expensive doesn’t mean it’s a bad value. Some of the best value stocks are indeed quite expensive. Look, let me take a very basic example. The companies that make up SPYV have historically had a median PE of 17.1. If I see the average PE trading at 15 (as it currently is) I’m interested. Assuming I like some other key metrics, the holdings, the fee structure, etc. I’m going to buy SPYV. Why? Because at the current price, I see value. If the PE at $24.35 is 15.5, I’m buying it at 24.35. Could it fall further? Sure. But that just means I’ll buy more because I’ll like the value even more. I know that it holds great companies so I’m not at all worried about the underlying assets. I’m not at all worried about the share price. I’m focused on the value. If I like Google at $165, I like it even more at $145. My opinion doesn’t change based on short term macroeconomic trends. I’m investing long term in great companies. Your post doesn’t really make sense, and you’re not using the proper terminology, so I’m not even sure what you’re trying to say. But I think, I think, you are trying to talk about margin compression. Which is totally irrelevant. If you are indeed talking about margin compression, that’s a separate topic entirely. But in that regard, the focus then shifts to pricing power in the marketplace, profitability, cash on hand… in the end it’s still all based on the fundamentals — not emotion/sentiment.
Value has to fit the definition/metrics lol. Walmart isn't part of the SPYV (which is value names in the s&p500) either wich makes me think those fund managers agree with me. Examples of Value Metrics: Low Price-to-Earnings (P/E) Ratio: A low P/E ratio suggests that the stock price is low relative to the company's earnings per share. High Dividend Yield: Value stocks often have higher dividend yields than growth stocks, meaning they pay out a larger portion of their earnings to shareholders. Low Price-to-Book (P/B) Ratio: A low P/B ratio indicates that the stock price is low relative to the company's book value (assets minus liabilities).
VYM, SPYV and SCHD, one of each <$250. Diverse with good DRIP to get you started and begin learning.
Id guess to buy value stocks or international stocks because I think the S&P 500 index and big names such as NVDA are kind of in a short squeeze where people who bet against it are having to buy the stocks. VOO nearly recovered from the sell off the past few days, but SPYV is still down.
How does SPY differ from SPYV or SPYG I noticed SPYG performed 15% better YTD than SPY
Funny how SPYV is outperforming SPY.
This is incredible. I wish I'd ever had that kind of money and also knowledge that a particular stock would do so well for so long. Why do I suck at going long...I just keep checking it, and all I'm holding is VOO and similar shit like that, SDVY, SPLG, SPYV, SPMO, VEA, VONG, QUAL, IVV, I don't even try to pick stocks anymore. Too undisciplined.
ive been trading call options on SPYV, but im still kinda oblivious to spread strategies. this is kinda just my attempt to bridge into selling options; i wasnt aware that one could buy and sell different strike calls without incurring significant risk. I might need to take a step back and learn more. what services do you trade with? i could definitely benefit from a more spread-oriented view. thanks for the input and your patience, i guess i hadnt really looked at it as "rummaging in the trash" until now.
SPY sitting above both SPYV and SPYG. This is unusual and typically last long
There’s nearly a full percent gap between SPYV and SPYG right now. That’s not exceedingly rare, but I’ve noticed they like to be closer and there’s often volatility as they start to converge
SPYV NVDA RCL GLDM GOLD and an itty bitty position in NEON
I’ve certainly never tested in a consistent downward scenario since we haven’t had one since I started, but if we’re headed down, that probably means SPYV is on top (at least from what I’ve seen of its behavior in recent dips). So I may very well still be losing, but the goal is to lose less than SPY. And if I have reason to expect an extended drop, I could always just liquidate a portion and DCA back in.
So here’s my strategy. You can mock me or not. I’m thick skinned. It’s not a get rich quick method, but it seeks to beat the S&P 500 by 20-25% per year through a combination of buy and hold and swing trading. No day trading. No options. About 70-75% go into one of two ETFs and the rest go into blue chips. First, the ETFs… I track 3 ETFs - SPY, SPYV, and SPYG. At any given moment there will be a spread between SPYV and SPYG with SPY roughly splitting the difference. SPYV is a sub set of S&P 500 stocks and SPYG is a subset of S&P 500 Growth stocks. Due to the relationship between the three, SPY is virtually never above both of them. So the goal is to be riding the wave of whichever one is beating SPY. From the beginning of the year til mid July, that was SPYG. They inverted shortly after that. Whenever there’s a major dip or rally, SPYG leads it. But otherwise SPYV is up the past couple of months. The past few days have been choppy but I’m holding SPYV until a clear inversion back to SPYG occurs.This accounts for the bulk of the gains. As for the stocks, these are more swing trades of weeks or months. These have been mostly tech stocks because duh. But I’m also in gold and cruise stocks, and those have been performing well for me. These provide a bit of edge on the straight away, but have also acted as a hedge during the recent chop. Ask me anything. Or don’t. I’m still dialing it all in and I’m hardly a pro. Either way, your order is almost ready so please make room for other customers to get their frosties.
Put it more defensive ETF (with lower PE). SPYV or stuff like this.
I’m watching SPYG vs SPYV. SPYG has been over achieving on up days and SPYV overachieving on neutral and down days. SPY mostly splits the difference. Today is looking neutral or down so far.
Check VOOV or SPYV - the value stocks within S&P 500 are rallying hard. Unless they drop again , they should at least keep SPY somewhat suspended.
SPYV rallying. I got out too soon but I’m not going to eat myself up about it… unless it goes positive. Then I’m kicking chairs
I like the approach here [expected returns](https://www.aqr.com/Insights/Research/Alternative-Thinking/2024-Capital-Market-Assumptions-for-Major-Asset-Classes) - it provides reasonable assumptions about different asset classes performance given current valuations. You need to balance this with expected volatility and your targets. In short I think: - at best you can get “risk free” at ~5%, which is <3% real returns. Some mix of deposits and CDs - it’s useful to take a look at lower volatility ETFs - value funds US (eg, SPYV), value international developed markets, REITs US, REITs international developed
Then why does SPYV have such higher trading volume? It’s like looking at a blurry screen vs a high def screen to watch the tickers
I’m thinking of dumping VOOV for SPYV. Much higher volume is evident
Taking and L today. Parking the rest of my money in SPYV and don't wanna see it til next August 
i've been holding some SPYV for a while it's my rock
You’re not a bad investor for two reasons 1) you’re new and learning. 2) this isn’t investing, what you are doing is gambling. Stop gambling and start investing, I promise it will pay off. You feel into a trap almost all newcomers fall into — chasing fast money. Stop. The best way to make money is to buy great companies or indexes and hold long term. Learn and watch what moves them, and markets, and over time you’ll be able to branch out and pick winners in your own. But it’s all a process. I suggest buying some low cost indexes like VOO, XLK, DIA, SPYG, SPYV… average in over time. Be patient. If you want a little more risk/reward, another very simple strategy is to buy bad news of great companies. For example, when Googles AI had the “woke” issue the stock took a hit. Google is a great company. A massive company. They were obviously going to fix it. So I bought the bad news and it rebounded. Facebook took a beating on some bad news a few years ago, I got in under 100 — now look at it. Stick with it. Keep learning. This is a long term game. The classic get rich slow strategy. You got this!
70/25/5 - Equity / cash or equivalent (cds, bonds, tbills) / crypto. The equity portion (70) is currently 75/25 individual stocks / ETFs but I am re balancing this year and will be at a 50/50 ratio by end of year. This will add more diversity. Main ETFs, VOO, OUSM, SPHQ, DGRO, XBI, SPYV, SCHD, VBR, VOE, DIVI, DEBF
I buy SPYV or SPYG options instead. They are usually like 1/10th the cost of the comparable SPY option but typically trend closely to SPY. Only downside so far is that sometimes they can lag behind SPY and/or don’t move as much as SPY does meaning it’s harder to make as much of a profit.
Have you ever tried trading options on SPYV? It’s like a value fund and options are cheaper on it. It goes in 1mo increments as well so it feels easier (to me) to manage risk bc theta isn’t as relevant to the option pricing in general. I have had a couple of good 2 and 3x profits over the last two weeks with it but just curious if I would be better off just trading SPY rather than SPYV.
Two etfs (DIA: Dow Jones and SPYV: SP500 value) both viewed as value (stable companies) etfs with long term history. Which held better during the dot com bubble crash? which held better during the 2022 down turn? the 08 recession compared to SP500 all three fell the same basically. People turn to value (I guess better words as i feel like you gonna be picky about terminology here) or more stable and developed companies such as the ones in Dow Jones or SPYV. As these companies hold up better during down turns and yes sacrifice some upside potential investing in these vs SP500 or growth stocks but at retirement age you shouldnt be focus on growth, you need focus on preservation of capital.
There are plenty of Value ETFs so I dont see how he can make the argument that passive investing is harming them. If anything it is supporting Value stocks. Plenty of flows going into QDF, VTV, SPYV, IWX, VONV, etc. The issue is underperformance for active managers - that is the major deterrent to more flows. Passive investing isnt at fault here - the 401k system has much more weight of blame. Before, the pension would invest your money, now that pensions are gone we have to do it on our own. When you have a multi-trillion dollar 401k and IRA industry, and when active funds have been shown to outperform, and when people tend to buy passive funds, of course that is a consequence. Id say interest rate policy and low inflation were bigger factors to blame post 2008, it meant our understanding of multiples in this new paradigm is likely incorrect. People are more willing to pay for high multiples if the alternative is a .5% Bond or CD.
Look at SPYV vs SPYG since inception, total return.
I want to start making reoccurring investments into a brokerage account. I have been reviewing ETF’s and have found 7 ETF’s I want to buy on a biweekly basis. The ETF’s are VOO, QQQM, SOXX, SPYV, COWS, AVUV, and JAAA. I am curious what other people’s opinions are on these ETF’s and also what percentage I should invest in each ETF. Also, is 7 ETF’s too many to invest in? Should I narrow it down to like only 3?
Am I mistaken, or is that not even how long-short is supposed to work? It seems like SPY, SPYV, SPYG, and 2x-short-SPY just cancel out. So you're paying 1.35% annually to hold a slightly modified VT. I thought long-short was where, to use an automotive example because that's what comes to mind, you go long on GM & Stellantis but short Volkswagen. That way you're hedging away some of the industry risk and isolating the individual risk-benefit of your long holdings.
there's growth investing and there's value investing. they aren't the same. they have their own ETFs - SPYG and SPYV for two.
Just a quick observation. You don't need SPYG & SPYV. SPY covers both. My advice is to go to Fidelity. Someone posted above not to take advice from someone on reddit, and said everyone here is very young. I think he said he is 26. Well, I've been using Fidelity longer than he's alive. I'm my own advisor and been through many down markets. Here's a thought. Do you really want to own the 490 worst performers in the S & P 500 (SPY), or just the 10 best.
Hello everyone, I'm 20, I started investing yesterday with $1000! I'm looking for some medium-long term growth. While I understand the importance of diversification, I'm spending the first few months going a little heavy on individual stocks. Would appreciate any feedback, especially on the individual stocks I've picked. 51% in $ASC 25% in $CAVA 20.5% in an ETF (SPYV) 1.5% in $KNSA I'm also thinking of investing another $250 and picking up $PSHG, just because similar to $ASC they have a strong RoA, trailing TEV/EBIT and growth. Thanks!
Hello everyone, I'm 20, I started investing yesterday with $1000! I'm looking for some medium-long term growth. While I understand the importance of diversification, I'm spending the first few months going a little heavy on individual stocks. Would appreciate any feedback, especially on the individual stocks I've picked. ​ 51% in $ASC 25% in $CAVA 20.5% in an ETF (SPYV) 1.5% in $KNSA ​ I'm also thinking of investing another $250 and picking up $PSHG, just because similar to $ASC they have a strong RoA, trailing TEV/EBIT and growth. Thanks!
>What am I doing wrong? You didn’t study investing enough before investing. You didn’t look at this chart: [https://www.google.com/finance/quote/SPYV:NYSEARCA?window=MAX](https://www.google.com/finance/quote/SPYV:NYSEARCA?window=MAX) You didn’t notice that over a long period of time stocks go up but over that period there is a ton of volatility and that at any given time your portfolio could be down if there was a slump in the overall economy. What you are freaking out about is volatility. If you can train yourself to ignore the volatility then do so and continue to invest. If you cannot train yourself to ignore the volatility then put your money in a CD or underneath your mattress.
Hey thanks for the comment! Since reading these comments and reflecting on my portfolio I can’t help but feel foolish. As of now, I am preparing to sell my positions in SPY, SPYV and VOOG in order to put that into VOO. I am working on building a dividend income therefore plan to keep SCHD and VYM. Don’t see much need for DGRO, will sell that. Also getting rid of VHT to only have XLV. If there’s anything else you’d recommend I’d really appreciate and thanks once again!
I saw another comment on ETFs, I have similar feedback. VTI , VGT, VOO, SCHG, SCHD, VOOG, SPYV, DGRO, and VYM all have at least 90% correlation with SPY. That means that 54.2% of your account trades very similar to itself.
Other than fees, they are all basically the same. They are just using the list of the SP500 companies, with most of the indexes just following the same weighting. In order to even get into the SP500, companies need to meet some specific criteria. You could also look at equal weight SP500, like SPXEW or there other flavors like SPYG or SPYV, where the weighting is geared towards more growth or value.
There's something called boring ass investing, risk management, where you lose like 10% on a year like this, and make 10-20% on a good year. SPYD, SPYV type stuff. Not super exciting, not sad ass clown losing either...
Yes… that is the index… never wrote an option on it using SPX though. Write/sell all the time on SPY or mostly SPYG and SPYV. So much less expensive if you get PUT 100 shares of SPYG at $53 per share than 100 shares of SPY $402 per share or on SPX do you have to buy a 100 shares at $4030? Like I said… I write my options on ETF’s and stocks that are much cheaper in case of going wrong way.
Tech got hit harder because higher interest rates. Growth gets hurt when interest rates go up. Just look at the SPYG vs the SPYV. SPYV, which is weighted more towards value: YTD - down 4.91% | 1 Year down - down 2.72% SPYG, which is weighted more towards growth: YTD - down 26.39% | 1 Year down - down 25.1% The trend more or less will continue until we are past the fears of recession or the fed finally spots raising rates.
Just depends. There are equal weighted indexes out there as well. You could buy the RSP, which is the equal weight SP500. There's also the value tilted SP500 with the SPYV.
Any recommendations on puts or calls for both tmrw and the next few weeks? Currently holding 88 amazon put 11/4 and 37 SPYV put 11/18
Need honest opinions on 88 amazon put that expires tomorrow and 37 SPYV put that expires on the 18th
Do you think my SPYV $34 puts are going to be valuable?
I've had the following setup for years and am just continuing to shovel cash into it like shoveling coal into a locomotive engine. US Total Market: - VTI - ITOT Large-Cap Value: - VTV - SPYV Mid-Cap Value: - VOE Small-Cap Value: - VBR - IWN Developing Markets: - VEA - IEFA Emerging Markets: - VWO Asset classes that have two funds associated (like Large Cap having VTV and SPYV) I use for harvesting losses by selling one and buying the other and ping-pong back and forth as needed. When entering a period of harvesting losses I try to always end on the fund with the lower expense ratio.
New investor here, pardon the basic/uninformed questions. >long-term, value stocks will give you better ROI than growth stocks ... past performance tells you nothing about future performance. I wonder what you mean by this. Just based on past performance, doesn't growth SPYG has grown over 70% while SPYV has grown about 30%. Sure, this doesn't indicate future performance, but it means that growth **has given** better ROI than value long term, right? Just looking at growth ETFs, they seem to have 5Y gains from around 70% to 85% while value ETFs have 5Y gains of 25% to 35%. Again, this doesn't indicate future performance but does give some history on ROI. I'm not sure how dividends play into this though. >in fact, you're generally better off avoiding things that have performed well recently and investing in things that have been disappointing. Is this true for ETFs that constantly change their picks? Sure, investing in an overpriced stock with high past performance probably isn't an idea, but an ETF that switches out its holding seems to always grow in the long term (at least from the ones that I'm looking into. I mean look at the drops from bubbles like the housing crisis, it always eventually goes up in the long term. Same isn't always true for individual stocks. >and there are looooooong periods where US stocks are disappointing and foreign stocks perform better. so you want a large-ish percentage of your portfolio in international stocks. Some foreign exposure is something I'm looking for in the future, but I'm a bit hesitant as of now. The US is a strong and stable economy in the long term, other countries are not. My home country of Argentina has a lot of economic struggles, other countries are less stablen defaults, coup d'etats, large systemic shifts in power, etc. It's something I want to do, but just need to do more research. Rather do a safer bet.
Can someone point me in the right direction? I use Cashapp to buy stocks when I put SPY in the search there are 3 different ones. SPY SPYG SPYV which one is the correct SPY?
In the long run, value stocks have always outperformed growth stocks. However, SPYV is a very suboptimal way to invest in value stocks. See the explanation [here](https://github.com/investindex/Portfolio).
A few things. You can’t determine the quality of an investment strategy by simply looking at its five year (and I would even argue ten year) performance. SPYG has had an amazing run the last decade indeed, but will it continue? Look at how top-heavy it is and how it has recently performed. The economic environment we are going into is much different than the one we were just in. It’s likely to not offer the same returns the next decade. The last decade of negative real rates, QE and a weak dollar was the perfect breeding grounds for a huge growth run. We are no longer in that cycle. Second, if you want to tilt to value like SPYV, you should invest in SPY (preferably VOO or a total market) AND SPYV, not only the value fund. Same with SPYD and SPYG. If you want to buy any of the other SPY funds, fine, but they should be a tilt. The core of your portfolio should be the S&P 500 (or total market, doesn’t actually make that much of a difference) because SPY goes up when value outperforms, when growth outperforms, and many other environments.
Lost so much from 0DTE spy calls earlier this week I’m boutta start trading SPYV 
Hold cash. They will both screw you. The QQQ will screw you deeper and longer. When rates go up, the Qqq goes down, hence, the screwage being a greater drop and for a longer duration. Spy will probably go down too but maybe not as much. SPYV and SPYD may do ok. I have both of them. But you have to keep in mind fed funds rate will be going up and remaining high for a while. That means tech won’t do well. Good luck in your stock picking
QQQ was fine since the 1990s. Interest rates have been very insanely low which helps the growth stocks of the QQQ. With rates going up and the Fed running down their balance sheet, we might be in for a new type of investing over the next few years. The SPY and SPYV may be good. We are expecting value stocks will be better investments and dividend paying stocks will be better over the next few years. Look at the 10 year treasury yield and notice how it is inversely related to the large returns of the QQQ
You only have to pay taxes on capital gains, not losses. I would look up low-cost low volatility ETFs to invest in, like tickers VIG, VTV, IWD, SPYV, or maybe even VTI. If you want something solid with a little more growth than the previously mention, a S&P 500 index like VOO, SPY or IVV will do. You also probably want to consider buying and selling over a scheduled amount of time to lower your risk of buying or selling at a horrible period. Most of the funds I listed have low expense ratios, which you are looking for. You would save money if you did the investing yourself instead of paying a manager.
SPYV and VTI would do the same as the one mentioned above, except dividends are more prominent with SPYV
> isn't that why they are value stocks and not growth stocks? Value stocks, here, are distinguished as a systematic factor identified by low valuation multiples of various types. But the post is about how they aren't just lower than growth stocks (which may be identified either by the opposite of value and/or by things like recent growth rate in revenue, earnings, stock price), but rather that the ratio of their valuation to growth stocks is within the top percentiles of its long term history. In short, value stocks are a better value than they usually are. Let me call this value-value. >How is a company that is increasing dividends and buying back stock, instead of re-investing in their growth, ever going to appreciate in market value as fast as a growth stock. Well buying back stock should maintain a rising stock price just as well as investing in capex. But also, price appreciation alone is not very relevant. Total returns are what matter. >When I look back at the last 20 years of returns, it doesn't seem to matter how crazy growth stock valuations get. They just continue to offer a better return than value stocks. The biggest growth crash was 23 years ago so you accidentally cut out the biggest example and started looking where growth was a good value. Since then, value has done poorly, but up until 2015, value wasn't particularly value-value. However it seems you missed another example, as value, measured by SPYV-SPYG is up about 10% YTD. Not coincidentally, the beginning of this year represents a recent peak in value-value. But OP and AQR believe there is more outperformance to come. >I'm probably a dummy, but is there really a time in history where stocks classified as growth didn't appreciate as much as stocks classified as value? In addition to the two times mentioned above, averaged over the last 100 years, value stocks have outperformed. >Unless you are suggesting that this is just a short term trade opportunity I'm not OP but my impression is that they modestly favor value in general but particularly recommend it short term.
SPYV and C doing me a solid with calls I bought last week 
Yes, you should absolutely stick to indexes b/c I don’t think you understand why you purchased those individual stocks. When the Fed announced QE in March 2022 the small cap growth area exploded upward fueled by low interest rates brought on by massively excessive liquidity hitting the markets. In fact all asset classes rose considerably in value during this time. As we pushed thru the first half of 2021 those understanding the macro framework understood the liquidity orgs had to slow and eventually reverse. We began locking in our profits. The most significant event was the December Fed meeting. They announced a 180° pivot on QE. The communicated that they would raise interest rates while at the same time cleaning up their balance sheet (QT->reduce liquidity). This was a significant change in the investing landscape. Those of us familiar w/ macro investing sped up our selling but admittedly not fast enough. Most of us underestimated the speed and urgency the Fed was going to enact QT. When the December Fed mtg minutes were released in January 2022 we got our wake up call. I’m not sure the Fed has ever been so openly hawkish w/ exception of Chairman Volker in the early 1980s. Those minutes were the answer key on what trades would be rewarded, basically sell and short all equity, especially the ones that rose the most 2020-2021. For new investors, they took a bath b/c they didn’t have the experience, knowledge, curiosity, or maybe care to understand why every invest just went up and up 2020-2021. You were at a severe disadvantage. The good news is that you got involved w/ investing and that will pay off big if done properly and in a patient way. If you FOMO or YOLO you’ll be a financial wreck. My guess is that you are mid 20s to mid 30s and kick yourself nightly for not taking your gains when you could. It’s a lousy feeling and a sort of expensive lesson. I’m in my early 50s I had the exact same thing happen to me for the exact same reasons back in the late 1990s into the Dot Com crash.The Fed had injected massive liquidity into system to ensure no crisis if Y2K shut down the financial system. Then after Y2K they begun removing that liquidity and everything collapsed. The NASDQ (QQQ) fell 74% I believe! It took ten years for QQQ to regain new ATHs! Even Microsoft took 10+ years to reach new ATHs. The internet stocks of those days were your Cathie Wood stocks this time. The good news is that you are young and have plenty of time to recover. The next 2-3 years could be boring and even painful at times but things will turn around. You made well intentioned mistakes w/ the experience you had at that moment. That is nothing to be ashamed about or beat up yourself over. Learn from it. Expand your investing knowledge if that interests you. But for now stick to index funds. There are plenty to choose from (large/small cap, value/growth, sector, domestic/intl, etc). Honestly I suggest cash until we get a clearer picture of the world. But at your age perhaps DCA into a basket of SPY, QQQ, SPYG, SPYV weighted in that order. Keep an eye on value versus growth and rebalance half year or annually. You’ll be fine but I know how you feel right now.
Months ago I sold over half my stocks because of unstable income. Held onto BTC, been DCAing since 40k over the past couple months, and recently bought INTC, NVDA, and SPYV/SPYD. Plan to put some more into MSOS as well. I toyed with some other cryptos, and still earn small amounts of PRE and BAT using their web services, but these days I only buy BTC.
SPYG & SPYV low cost growth and value etfs, DCA overtime.
I can’t believe my luck. I got into trading when I got laid off March 2020. I had a bunch of savings but I was getting more money from unemployment than I was from work. So I dumped my savings into a bunch of shares. They went up 80%, and I pulled out of some. Flash forward to Nov 2020, and I’m hearing whispers about this ticker called GME. I read a lot about why people are getting behind it, and I realize that it makes sense. So I buy a bunch of shares at $15. Then again at $40. Then again at $80. I missed the peak but still sold 120 shares at $120. I feel really good about this, so I go cash gang. At this point it’s around Feb-March 2021. For a while I just had vanilla blue chip stonks and they go up in small increments. Then I hear about all this bearish nonsense. Oh no. I sell everything (every single share I own) in April and buy $SPYV 41 7/15 puts for the cheap cheap price of $55 each. I currently hold 10, and they’re worth $313 each. Not to brag (hahaha fuck you smooth brain permabulls) but I’m just astounded at how incredibly well timed my trading career has been going so far. So just for a goof I’m going to predict the bottom will come at precisely Nov 14, 2020
Yeah, a lot of the arbitrary (and heated) arguments you see on this matter pertain to people changing how they categorize until they get the answer they want. But generally it is meant the difference in performance between a fund like SPYV and SPYG which hold the value and growth halves of the S&P respectively.
I have SPYV puts that are in the green but they expire 5/20, should i hold them or sell? I think this ship hasnt hit rock bottom yet.
S&P 500 Value ETF (SPYV) is down less than 5%.
XLE just hit an all time high. SPYV, an S&P 500 Value ETF, is down less than 5%.
im heavy on SPYV with some VOO
Sure. ETFs are publicly traded fungible instruments, like stocks or bonds. You need a broker to buy or sell them for you. For doing this strategy, I STRONGLY recommend using a broker that charges no fees; there is a big controversy about that right now, but let's leave that aside. (Basically the broker will sell the information about what you buy and sell to other people; that's how they make their money.) Cashapp functions like a broker. I mention it because many people already have it in their phone, so it is very easy to use, and I am not joking when I say do this now: like literally right now while you're reading this comment. It is one of the best things you can ever do, and procrastination will kill you on this. Open Cash app and click on the little squiggly arrow at the bottom. You may have to go through some process where you answer questions, but just answer them honestly. Ultimately, clicking the squiggly arrow will take you to the "investing" screen of Cash app. At the top is a search bar. You type in the stock symbol you're searching for; just type SPY. It will show you some results, and if you look carefully at the results the actual symbols will be next to them; I have no idea why, but SPY will not be the top result. SPYV and SPYG were both on there when I just tried just now. These are all different ETFs and they have different benefits and drawbacks. Feel free to pick whichever one you want, or just use the SPY. Tap on it. This will take you to a screen where you can buy however much you want. You can literally buy $1 worth, I think, even though a share of it is actually $500 or something (I don't remember exactly; it changes constantly, just like stock prices). You tap the buy button. The default is a one-time purchase; "change order type" and set up a recurring buy of however much and whenever time period. You can literally select "daily" and $5 if you want. What you are doing here is called "dollar cost averaging" and it's a great way to invest in an index fund and not have to think about it or pay attention to it, i.e. If you don't want to be a "stock trader" who's trying to time the market, day trade, buy and sell options, all that nonsense. I mean if you want to get into that that's fine, but you're going to have to read whole books and study for months to even get started. That's not what this is about. Dollar cost averaging is kind of complicated, but basically, by purchasing a regular constant amount of money instead of buying one share per period of time, when the thing you're buying is cheaper you buy more of it and when it's more expensive you buy less. That way, you buy low and sell high, automatically. If you don't immediately understand this, just search YouTube. Anyway, the reason I recommend cash app is because most people have it in their phone and can get started immediately. You could also use, say, Robin Hood, although they're pretty scummy and I don't recommend them, but they do have the virtue of not charging fees. If you already have some kind of investment thing going at some company you could look into seeing if they do it. Or the bank that you have a checking account with might do it, or your credit card company might do it. It's important, though, to find somebody who will allow you to buy partial shares, and this is surprisingly difficult to find even though it's sort of coming into its own these days. This investment strategy will be, not ruined, but strongly negatively affected by a fee per transaction, and even a monthly fee will eat into it. If you invest $5 a day, a $1 per transaction fee is a horrible disaster. What an ETF actually is is a set of underlying assets. So for example, let's say you start a company with no employees except you, and you take all the initial money and you use it to buy stock in a bunch of other companies. Then you sell stock in your company. By buying just one share of your company, somebody is investing in all of those other companies separately. So if one of them goes out of business, it's not that big of a deal. This is called "diversification" and it's pretty important in stock investment, although I don't think it's as important as some people do; Warren Buffett doesn't think there's any point at all, but then Warren Buffett is an expert businessman and most people aren't. He figures that what you should do is find the best company you can and then invest as much as possible (I'm paraphrasing), but he's far more capable of finding the "best company" than most people. What the SPY is is an ETF made up of the top 500 companies from the Standard and Poor's index, the S&P 500. That means that it's determined by people who've been doing this for literally a century or something. And the fund doesn't have to decide what those are; Standard & Poor's makes their information known to everyone, so basically all the ETF itself has to do is buy stock in those companies. So because they're not doing a bunch of research themselves and figuring stuff out, the fees are quite low. What will happen is if the S&P goes up, the SPY will go up, and if the S&P goes down, the SPY will go down. Anyway, long story short, this is an easy way for somebody to get into investing right now, and the really super important thing to do is to do it AUTOMATICALLY and START NOW. Don't start thinking about this in your 40s. As long as you have a job, you should have an automatic investment going. I don't even recommend a savings account for emergencies; a savings account is a guaranteed money loser, because it will never make as much as inflation, and at least the SPY will beat inflation most of the time. The one exception to this is high interest debt. If you have a bunch of credit card debt, or really any credit card debt, pay that off first. Pay it off as soon as you can. If your credit card company will let you, what the hey: schedule automatic minimum payments every month, and also schedule a $5 payment per day. There's also other ETFs you might want to look into. There are lots of them. Some buy a whole bunch of different tech companies; some buy a whole bunch of different stocks from all over the place, some buy companies that are in one industry, like oil, or gold, etc. It's up to you which kind you want to be into, but I like the SPY. Ask any questions you want. I've been training these young engineers just out of college and nobody taught them this stuff. Most people who work for big companies will have some kind of retirement plan, a 401k or something, but you should do this too.
So this is how growth dies...with thunderous applause. SPYV will kill it for the foreseeable future.
Yeah, it's not easy. But it has the added benefit of removing your correlation to the S&P. One thing I'm doing is betting interest rates will rise by shorting SPYG and buying SPYV.
I think being long on defensive positions is a solid strategy right now. XLP, XLU, XLB, SPYV, BRK
Does SPYV pay monthly dividends
Thank you for your long detailed post. I admit I'm probably not overly great at this and along with dealing with the 401K rollover probably need to get the rest of my IRA straightened out. SPY funds were the first I found out about, which is why I had SPYD and SPYV. Later I found VOO and VTI and switched to starting to put money into those instead, but just left whatever I had in the SPYD/SPYV. So as far as percentages: FALN = 4.9% SPAB = 3.1% SPYD = 4.7% SPYV = 4.7% T = 4.5% VOO = 15.6% VTI = 12.2% Cash = 50% I guess I also didn't realize how much in cash I was sitting on. I kind of make deposits but have been waiting a lot recently since it seems like stuff was sitting at ATHs, so I wasn't sure what to do.
You should post your weights in these picks. How much weight do you have in all these bonds, high dividend, and T picks? Might be too conservative for age 33. There is large overlap in these. 3 variants of a S&P 500 ETFs and also VTI? Two bond ETFs? It can be simplified with no diversification loss. VOO/VTI are heavily overlapped. 82% of VTI is just VOO. 88.8% of VOO's 511 holdings also in SPYV. I think you can massively simplify all of this if you just go for a VTI/VXUS/[insert bond fund] split. If I'm reading this right, you have no international exposure. Then, if you want some dividend or value exposure, you can pick from VTV, SCHD, VIG, SCHY, or one of your existing picks.
How old are you? What country do you live in? 33-USA Are you employed/making income? How much? Currently 56K, Hopefully job offer soon for $90K+ What are your objectives with this money? Retirement What are you current holdings? FALN, SPAB, SPYD, SPYV, T, VOO, VTI Any big debts (include interest rate) or expenses? No debts. Hello guys, hoping someone can help me out. I'm hoping to get a job offer here soon and change companies. My 401K at my current job has about $18K in it. I will need to roll this over into my IRA when I leave. Looking for some advice on what to do with it? Should I just immediately dump it all into VOO/VTI split 50/50? Wait a month to see if market has any further drop? Invest in some different individual stocks? Any suggestions appreciated.
How do bears keep falling for the same ruse? SPYV+4% EOD.
SPYV, MOAT, COIN and HUT so far. Looking at adding BMY, INTC, CVS, KR and BAM.
how about june 2022 calls on SPYV? It's still SPY but also boomer value so will grow this year
Edited the post. Sorry mistyped. Meant to say SPYG, not SPYV for the holding.
Where are you getting SPYV main holdings from? None of those are even in the top 10
Same. Over a five year period, SPYV has done about 3x of SPYG. It’s funny because growth is used too much of a blanketed term. It’s not really growth being crushed as companies with crazy evaluations. SPYV main holdings are like AAPL, MSFT, AMZN, TSLA, GOOGL, HD, META and ADBE. I’m never not buying some SPYG