VDC
Vanguard Consumer Staples Index Fund ETF Shares
Mentions (24Hr)
0.00% Today
Reddit Posts
Critique a 1.8x leveraged portfolio strategy that relies on 3x levered ETFs?
How does this EMP look in terms of stability and viability?
Thoughts on Consumer Staples ETFs for the long-term?
Curious regarding Autodesk versus other competitors?
JustKitchen Licenses MrBeast Burger™ and Other Brands from Virtual Dining Concepts™
What I'm using to outperform $SPY in the current market.
Why do stock prices consistently increase for extremely stable and predictable markets?
Considering adding some consumer staples. Would it be pointless when starting out?
Ozop Energy Solutions ($OZSC) Awarded Canadian Navy Contract
Value Investing Question: How to compare an individual stock to an overall sector/industry?
U.S. 10 Year Treasury Yield vs Vanguard ETFs - Most Recent 1 Year Period Growth Chart
Mentions
JEPI might be a good investment choice for him. High yield and low volatility. It won’t help with long term growth, but aggressive investing in his 60s could make you both uncomfortable. There are some low volatility equity ETFs out there that might interest you like SPLV, USMV, VFMV, but all of them still had significant drawdowns in 2020 and 2022 like everything else. Another option might be defensive ETFs, but don’t expect S&P level performance: XLU, VDC, XLV, SPHD. I sympathize, my father never invested in the market either. He had a good run living off his own parents until they died and he inherited a fortune in assets, but given his nature he blew thru millions in only a few short years. Now any bills not covered by social security fall to my sister or me. 😡
My thought process and approach combines a couple things you've touched on. I have one taxable brokerage set up as a short-term/defensive portfolio. I initially considered what you're doing with 3-4 years in a money market, but I felt like I didn't need to be quite that conservative. I have *one* year of essential expenses parked in a rolling ladder of treasury bills, and then 3-4x that amount in defensive investments. Those investments include various flavors of municipal bonds, a broad taxable bond index position just for diversity's sake, lower-volatility/dividend-yielding ETFs (HDV, SCHD), and defensive sector equity ETFs (XLU, VDC). My money market position, that those investments drip into, is then just a discretionary pile of cash that I can do whatever with. Maybe go towards my long-term investment account, or cover expenses, home improvement, vacation, etc. The intent is to eek out a bit more return than a money market, and give up some long-term total return in exchange for stability, while being relatively tax efficient (qualified dividends, and tax-exempt bond interest).
GSY or VDC depending on whether you want treasuries or equities.
A Consumer Staples ETF like VDC would probably help. In the 9 months after the dotcom bubble peak, consumer staples rose something like 30%
Why would want to? The world is just becoming more and more tech dominant. But to reduce exposure, lean into VDC and/or XLF
That would be my choice. SGOC is a great choice for that as well. But if you're under 50, and still want to be conservative, maybe go into VDC or more SCHD
I agree with this response. Always check the weight of a given stock in ETFs you own. Your real percentage of those individual tech stocks is higher. But that doesn't mean your portfolio is bad or that you should sell those stocks. Maybe direct new money into different areas. More SCHD maybe. Or a Bond ETF if you want to be conservative, maybe a consumer defensive ETF like VDC.
Recent highlights - you can find it on internet Vertiv is Nvidia partner. Low PEG - earning increases the same magnitude as Growth Raised its full-year 2025 outlook multiple times this year, citing surging AI data center orders, with third-quarter sales and backlog hitting records Accelerated deployments with OCP-compliant power and cooling ecosystems, unveiled at industry summits, to handle gigawatt-scale AI demands. Vertiv's push into 800 VDC power architectures, set for a 2026 rollout, aligns with Nvidia's platforms, further cementing its first-mover status in next-gen AI infrastructure. Financially, it's a standout: analysts see it as a "no-brainer AI gold rush buy" with robust upside from hyperscaler commitments exceeding $300 billion in capex.
REITs: VNQ, USRT, XLRE, et, Staples: VDC, FSTA or XLP
Navitas Supports 800 VDC Power Architecture for NVIDIA’s Next-Generation AI Factory Computing Platforms
I put a bit in MO BKRB, and VDC as hedge, it is somewhat negatively correlated. I plan to rebalance after bubble pop
The euphoria is palpable. ARKK is up 61%. Quantum shitcos are up over 100% YTD. Meanwhile, the consumer staples ETF VDC is up just 0.5% YTD. Oh, and the S&P 500 has a P/E of 31 and a Shiller P/E of 40! We're in a massive bubble by any metric.
* 28.96% XEF.TO, iSh Core MSCI EAFE IMI Idx ETF * 23.46% XIC.TO, iShrs Core S&P/TSX CC Idx ETF * 11.82% HXT.TO, GlobalX S&P/TSX 60 Idx Crp * 9.75% ZEM.TO, BMO MSCI Emerging Mkts Idx ETF * 9.10% VDC, Vanguard Cnsmr Stp;ETF * 7.49% BRK.B, BERKSHIRE HATHAWAY INC. * 5.12% ZAG.TO, BMO Aggregate Bond Index ETF * 4.04% IAUM, iShares Gold Trust Micro Any suggestions for further diversification? I would like to reduce my Canadian exposure a bit since when the US markets finally crash, it will take Canadian markets down with it. I'm about 40% Canadian, 30% Developed Non-NA, 16% American (Defensive), 10% Emerging Markets, 4% Gold, currently.
They're very expensively valued and money probably moving to growth/tech and away from staples (Staples etf VDC -1.3%) after the ORCL number.
Sure! Overall it's a 30/70 split between equities and fixed income. My base defensive layer is the emergency fund, which I split up in rolling treasury bills with one maturing every week. Alternatively you could do SGOV, which yields a little less, but the T-bills are so easy I figure why not squeeze the most out of them. Substantial amount of municipal bonds via a national, low-expense ratio ETF, MUB. I also have in-state municipals in MSNCX, even though the expense ratio is brutal, and some individual in-state bonds laddered over the next few years. I'd be all in on individual bonds if not for the fact they're not call protected. FXNAX rounds things out with some other bond sectors. I do have a position of ANGL in this account, which I think I'll move to my higher-risk portfolio. For equities I have a substantial chunk in defensive sectors that tend to outperform the broader market during recessions - consumer staples (VDC) and utilities (XLU). The utilities position I think may have some additional upside if electric demand increases in the future by means of data centers, electric vehicles, etc. Then I also have some dividend-oriented (and sub-1.0 beta) positions of HDV and SCHD. The goal of that equity blend is to lean heavily into defensive sectors and avoid economically sensitive sectors like tech and consumer cyclicals.
Putting $500,000 USD into any boring ETF will dramatically make your life much easier. You could put it into SCHD or JEPQ and enjoy dividend income and taxes. You could put it into VOO or VDC. It isn't "never work again" money, but it is "make life dramatically easier" money.
Staples like VDC are safer, but you’re really just choosing which overvaluation feels less dangerous. Some people prefer sitting on cash or short-duration treasuries until valuations reset, even if it means losing a bit to inflation.
My 401k 35% GLD. Will sell after inflation actually looks likes its being dealt with 23% SLV, same as gld. 11% VXUS 23% VYMI 8% money market. If I go back into US, it will be VDC to start. S&P is to heavily dependent on a few stocks right now. And i think small and mid sized are going to get crushed so I think a total market index is not a great prospect. Looking at some more targeted international etfs for the future. All told, I'm up about 17.5% for the year. Most importantly, I am not worried about the my investments. In not convinced we will see a big drop, but I expect a long period of stagnation at least in US equities because using your brain is at all time lows.
> so I want to rebalance my portfolio to protect against this possibility, in the short term. Here's the critical question: Is there a high likelihood you will need this money in the short term? Can you even *access* this money short term? Like if it's in an IRA and you're years away from 59.5, not so much. In any event let's assume that this is in fact an account with short-term goals. Certain sectors are less economically sensitive than others. Utilities (XLU) and consumer staples (VDC) are examples; still gotta buy paper towels and pay the electric bill, even in a recession. Dividend stocks can be lower volatility than the market on the whole. SCHD is one. HDV has an even lower beta IIRC. Bonds are certainly a thing, lot of different options there. TIPS would protect against inflation. Long treasuries (TLT) could be a hedge against rates being cut. For my short-term pool account I do roughly 1/3 each of low-volatility/defensive equities, bonds, and cash (money market). But that's just me. For my long-term accounts I just stay invested.
Look at adding in some dividend stocks such as SCHD, and VYM. Also check out defensive sector areas such as VDC, and VPU.
US, early 30s. Individual brokerage account aimed at long term horizon (have separate 401k heavy on s&p500). Please rate my ETF portfolio which currently has an even spread of the following. What can I do better? Any other market sectors I should look into? Thanks! XME XAR VIS VDE VDC VB VOO SMH IAUM SIVR
Constumer staples stocks are kinda stable. There's XLP and VDC etfs
VDC will hold. It never moves much and pays around 2.4% div. It ain’t exciting.
is something like VDC good (Vanguard Consumer Staples Index Fund ETF)?
Some of those are great to have already in your portfolio coming into an event like this, as they tend to withstand the storm a bit better. Think consumer goods which are recession proof. Again, not advice, but my portfolio makeup is simple right now: 50% is in VTI. This is essentially the entire US Stock market in one ticker. Over 4000 us stocks. Since EVERYTHING is tanking right now, this is taking a hit, which is fine. I'll keep buying on the way down. It will come back up someday as the market recovers. Essentially set it and forget it, for long term investing. 10% is in VDC, this is the defensive play with over 100 consumer staple holdings like coca cola, proctor & Gamble, Wal Mart etc.. this won't likely drop as fast as the rest of the market for that reason. It's slower and more stable, but not a lot of fun. A good shield 20% is VXUS, this is essentially VTI but on a global scale, excluding the US. This is to balance VTI and diversify further. This gives me a play outside of the US where great companies like TSMC and Sony can be represented. Final 20% is in QQQ, a slightly more aggressive approach with a lot of overlap with VTI but these are focused on tech and communication. Think Nvidia, Apple, Amazon, Microsoft etc. The big hitters that are taking a beating now but will most likely continue to dominate. This ETF holds the top 100 NASDAQ non-financial stocks. This is what I do, I don't necessarily encourage anyone else to do as I do. But I this kind of approach is diverse, wide ranging and has historically been very successful. I know those 4 total to 100% but that's a bit of a simplification. In reality, these make up 80% of my total portfolio with another 20% going to companies I like, moonshots etc. Crispr is a big part of that 20% and I've not made any money on it hahaha. So take that for what you will
It got spared on Thursday but sunk a little on Friday. But yeah VDC has a beta of 0.60, super low volatility, and similar returns to the S&P500.
I’ve been nibbling at VDC and CDC. Not exactly rolling the dice here, but I just gotta buy something besides VOO.
Only thing up for me today is VDC -- Vanguard Consumer Staples
You're investing in an ETF that tracks a market average, and the market average is going down, and... you're disappointed? If anything, you should be happy your position is tracking accurately so that when that index goes back up, your stuff will likely be going right up with it. Also, just because these various indexes are down does not mean everything is going down. Look at PG stock or the VDC Consumer Staples ETF. Don't "VOO and chill" or whatever. Take your time, research a little diversity, and put your money where you'll get ROI over time. TIME.... you just started doing this a couple weeks ago. Don't freak out. You'll just be selling to someone like me that has Limit Buys set for bargains ;-)
I suppose, but that would be a pretty big risk. In Congress, politicians will whisper to their friends and family for a quid pro quo to buy or sell various things before a story gets leaked, something will go through committee or up for a vote, etc. Sometimes they just blatantly time the market themselves. Nancy Pelosi is one who has quite the crystal ball for investing (cough, cough) and there are plenty of others. Insider Trading knows no party lines. The reality is, there are a lot of big-time stocks that have been inflated in value quite a bit, and are overdue for some common sense correction. Just because the market averages are going down doesn't mean ALL STOCKS are going down. Look at stocks like PG and ETFs like VDC. If you're well-diversified, there's no need to freak out and sell off. You just sell a little of something you're over-invested in, and buy a little of something you're under-invested in with that money. My last VOO purchase was in Dec. @ $555/share. I saw in mid-Feb. that my investment adjustment number was going bigger red for VOO. So, I sold some at $558. I still hold some VOO, and it's at $516 as of this posting. I wasn't intending to "time the market" but I could see I was over-invested in VOO, and now I'm not.
Swap some VOO for VDC. Buy some telecoms. VZ
Considering what's happening, is it wise to invest in VDC right now?
Average PE on VDC is almost 25. It's a trap. You're not getting it at a discount. Make a chart of SPY vs VDC and plot it as % off high. Staples only buffer your portfolio in the sense that you lose 15% instead of 20% when the market tanks. Staples will have their turn in the barrel.
Generally, consumer staples are doing fantastic as a group. Go and look at the chart of VDC, the Vanguard Consumer Staples ETF: it's not dropped at all. There are other sectors that aren't doing bad as well. Really there's rotation out of the Mag7, and it's been brutal drawdowns for them, and they have a huge impact on the SPY and QQQ because of their weighting. But Bespoke has been saying that this just looks like a sector rotation.
could pick safer picks like VDC or SGOV
Rebalance into safer pastures, eg consumer staples ETFs like VDC. Keep the HYSA. When things look less fucked rebalance back into s&p500 etfs.
Had VDC before but at the wrong time. It did okay but nothing like VOO, VGT or VUG.
I ended up doing something similar … I put it all into VDC until I figure out something out.. What do you think will happen this year?
Why not just go into VDC considering it’s holding a slew of consumer staples I.e (Walmart/costco/coke/pepsi) not discretionary purchases like phones and cars. Not the biggest gains but hey.
I believe that we began the rotation out of tech about three weeks ago. I'm looking at healthcare, financials and energy right now but they haven't moved much. When the market was down during COVID, Consumer Discretionary was doing better than Consumer Staples. That may have been because people were stuck inside and splurging on themselves. Certainly when times are bad, people will normally only spend on things they really need. Walmart, Costco and Amazon are looking to benefit. I would play this as XLP, FSTA or VDC. None of those include AMZN and I think that's a fault.
I cashed out VTI and QQQ a couple weeks ago, recognizing Trump was going to bring extreme volatility over and over. I did keep my GOOG and VDC, though, which maybe was a mistake, though ultimately a hedge. I guess it's better to be half-right than wrong.
It's a risky time to be in the markets fully, that's for sure. I think wise moves would include: \- Get out of crypto, no good reason to be exposed to that to begin with. \- Have a portion of your portfolio as cash or cash equivalent in either SGOV or a high yield savings account (should be able to get around 4%). \- Rebalance some of your tech heavy or otherwise S&P500 ETFs into something counter-recession / counter inflation like consumer staples (VDC / XLP etc)
You could rebalance a large portion to a consumer staples ETF like VDC. Its a boring low earner if things stay stable but if inflation spikes, consumer staples do well, and if the market crashes, this will crash less because its composed of stuff that people buy no matter what. Groceries, toilet paper, etc.
I originally held 50% SCHG + 50% SPMO, but with the market being unstable and the Yield Curve Inversion, I feel like a pullback might be coming soon. I'm considering adding some long-term bond ETFs (like VGLT) and defensive ETFs like VDC, which are less affected by bear markets. My portfolio would roughly adjust to: 50% SCHG + 25% VGLT + 25% VDC. I'm not sure if this is the right approach does anyone have any advice?
I like the VDC just to say. It’s a consumer staples etf. It holds mostly stuff like Costco, Walmart, Coca Cola. It’s a pretty safe bet to diversify into.
VDC just to hedge. Not a whole lot of other options
30% VOO, 30% VTI, 15% VXUS, 5% BND, 5% VNQ Hold the other 15% in cash in your brokerage account to be able to make moves when you need to or buy defensive sectors like utilities VPU and consumer staples VDC to hedge against current market volatility. I’ve made a ton of money with that exact portfolio…. A TON OF MONEY! Holding VTI and VOO together they have 87% overlap but as you build more wealth you can buy and sell between the two for tax harvesting purposes. As you build wealth you can get into income equities. I also hold VYM/VIG/SCHD and I split my dividend allocation equally across all three. They all implement different strategies for income and track different indices as their benchmark. In the beginning you’d be fine to go 100% VTI or VOO until you build up at least 20-30k then you can diversify as above.
I don't have cash, but I did happen to have 10% of my portfolio in staples (VDC), which only dropped about 1/2 as much.. Maybe I should move it to QQQ now or tomorrow morning.
Isn't this mostly just avoiding small-cap? You have 6 of the mag7.. You have the 3 biggest stocks in consumer staples.. Not sure about the finance sector, but you have a couple big ones, there. I feel like VTI or even just QQQ+VDC by most of these picks is going to behave the same way, but with more diversity.
Personally, as a lazy investor I don’t switch around. In the long run unless you can time the recession and the recovery perfectly, staying with growth stocks represented by SPY, among others, will do much better than getting into “recession” equities like VDC or XLP consumer staples. Stay the course!!!
I live pretty frugally and i own my house and car, no dependents. yeah, I want to try and grow what I have so that I can be less careful with my money in later years. My US portion was in VTI and QQQ until very recently, and I moved them to VDC and SGOV.
(I know this is the stock subreddit, not investing but..) I was thinking of going with a consumer staples ETF like VDC (which includes pepsi, coke, walmart, costco, etc). Maybe it has the spirit of what you're suggesting without putting all my eggs in one basket.
I'm wanting to reduce my risk in my US allocation with the change in presidency.. I really like bonds because everything I've read says that the US dollar is going to be less valuable with inflation going up due to a protectionist policy... I was thinking of companies that are going to still be needed despite infliation, and I was thinking Walmart and Costco.. And then I thought to look up Consumer Staples ETFs and found that Walmart and Costco are pretty big percentages of VDC. What are people's thoughts on consumer staples as less volatile equity option? Are there other verticals/areas I should consider for reduced volatility while keeping growth?
You can add risk to a savings account but stay below the risk of VOO. Something like VTV+VDC. (Value + Consumer Defensive). Will still gain plenty over the years, but be less suceptible to tech and financial turmoils. And then you just add to it over time. VOO for me is lower risk than what I normally run, but everyone has different risk tolerances. I also run multiple portfolios at different risk levels. It's enlightening to me when my most active and most risky strategies are often losing to my hands off, Basic Bitch TM, 60/40 portfolio is winning.
Regional Banks KRE and Gold Miners GDX should beat inflation. I also have higher yield mining stocks (BHP, RIO), small cap plays (CALF) and some utilities (D, NEE). Definitely like XLP, but VDC has a larger COST holding and yield currently.
Three fun data points inside the market: 1) Robinhood blew up + 18%. Mostly attributed to belief that crypto will be deregulated or left unregulated, and that will churn more value. Which is interesting because deregulated markets tend to win bigger and lose bigger. Look at mortgage backed securities in 2008. The dems want to regulate for slow steady growth; trump is cool with big swings up and down. More risk. 2) Gold fell 2%. It had been out performing the S&P. Folks moved their assets into stuff they thought would pop. Also all the trumper apocalyticists were like woohoo! This feels like a buy-low opportunity to me, but only in a few more months when some of the trump tariffs and economic impacts of migrant deportation hit. 3) The Bond market fell 1%, which is a huge one-day move for the bond market. The experts explanation was essentially DJT’s projected budget is going to run an $8 trillion deficit. The US will need to borrow, our credit rating will be lowered, the risk of default increases, and the rates for borrowing will go up. In other words: the economy looks very exciting short term, but the long term cost is pretty bad. I plan to hodl for 6 months to a year on my portfolio, and then move into more conservative plays like VDC, GLD, and BND.
Yeah, I like VDC. A basket of relatively low cor. instruments is nice. Over time it rises, almost no matter what, just less than SPY. VDC was a help there, especially during the 2022 downturn.
I invest a portion in VDC as well for its lower volatility. Seems to be lower risk/return than sp500 or vtsax, but helps me sleep better at night.
3.5x or so. Mostly equities. But I have $200k or so in a more stable account for part of a potential home down purchase. Or other purpose. That's in gold/utilities/crypto/VDC etc to be more stable and less correlated to the market at large. Equities are good.if you're trying to grow cash. If you have other needs there are other things.
VDC. Toilet paper and costco never run out on you
If you are fearful of a rate increase (or a stagflation scenario), you might consider putting that money into something like SGOV. If your forecast is wrong, you can easily sell your shares and shift the money to another investment. With VDC, you're still getting equity risk, so prepare for the possibility of a significant drawdown in the event of a recession.
They have to boot each AI pod using start.bat that crashes if pin 9 on that vga port does not have +5 VDC.
Just a thought from a quick glance - All the funds you mention have apple as their top holding. For me personally, that is enough exposure to apple so I would reallocated the money you have set to invest in apple common stock. If this were me, I'd add a little more to VOO and/or look at a fund like VDC
I think the other guy meant keep changing the stocks to be thr large five at that quarter, not the largest as of now. Basically he meant a 5 ticker version of VDC with quarterly reallocation.
Common denominators here: Set your plan; stick to your plan; don’t overspend, especially to impress; don’t invest emotionally (weed stocks, anyone?); don’t compare your investments to those of the story tellers online; the market wins over a long period; SPY, VOO, BRK-B, QQQ (and you might consider a consumer staples fund like VDC which together with growth and dividends is competitive and less volatile in bad times); Avoid individual stock picking - you have little control especially with crazy CEOs and geo-politics ( ck rise and fall of BABA); max your 401k; save some cash for opportunities. Lots will disagree with me, but Ramsey and Buffet are great investors. Read Buffet’s philosophy and listen to Ramsey podcast Everday Millionares. Repetitive themes throughout each and consistent with the common denominators in the sub.
Buy list $IGIC $VDC $AMZN $BRK $SH $ACHR $FIW $IBIT Hold $nvda
Good ambition! What do you like about VDC? Quickly went through your profile. I would recommend you start to build your own life the way you see it playing out. Don’t rely on others, work for what is yours. Moving out of your parent’s house should be a priority. I realize good parents in life is not a given. Unfortunately it is a building block for early success, but it’s possible to live a success life without. Don Draper (Mad Men) is tv-show version of this.
Chic fil a is an incredibly difficult company to get a franchise with. The start up costs are only 10k from the last time I checked but every franchisee goes through a 10-12 phase interview process that at the end involves meeting the ceo. They are very religious and go very in depth k to your persona finances. Being responsible and having ample cash on hand as well as being a good employee that is reliable will go much further than throwing money at VDC.
if the consumer is under stress, then the sector you want to own is what is known as the " consumer defensive ' stocks . VDC is an etf you can capture that sector with. so many high quality stocks with low multiples and growing in the consumer defensive names
Is it more beneficial to invest in multiple sector-specific ETFs like SMH, VDC, and XLF to gain targeted exposure, or should I stick to a single broad-market ETF that covers all sectors? Which approach provides better diversification, risk management, and overall returns in the long run?
I used to be a Boglehead, but I'm impatient and have a high-risk tolerance. I'd invest in one broad market ETF anything from XLG (top 50 stocks of the S&P 500) to VT (Total World) for something slow, steady, and safe. I'd also go with one high-risk high-reward ETF. If you're more conservative, I'd go with QQQM (Nasdaq-100) or SMH (semiconductors) for something extra spicey. If you are willing to risk great drawdowns for the chance of massive profit, go with TQQQ (3x N-100) or even QQQU (2x leveraged Magnificent 7). Then something super stable that barely budges during bear markets like XLP or VDC (Consumer Staple ETFs).
Hello! I'll get right to it. I'm wondering if the market is entering/in bull trap territory and if it might be a good idea to shift from stocks to bond or maybe an online savings account (anything that would avoid getting pounded by a major market drop). I'm mostly invested in index funds/ETFs (FSKAX, VOO, VDC) but have about 10 single picks as well. I'm late 30's, employed, and am hoping to buy a home someday but at the moment it seems increasingly out of reach (at least in the area I'm in). So for the time being, my goal is just to grow what I have (ideally ~8-12% year) and limit my exposure to major downswings in the market.
I rotated from individual tech stocks into VDC. It was the only thing in my portfolio that was green on friday, so I bought more. Of course it immediately went down today.
VHT: Vanguard Health Care ETF - VDC Vanguard Consumer Staples ETF
VDC here I come! Keep buying coca cola and walmart you lovable degenerates
Yeah, that’s very true and we’ll continue to see a tug of war between declining economy and declining interest rate effects on market values. We should see this in the sectors that receive in-flows. EG: VDC is flat atm. It’s interesting that nasdaq and Dow are pretty close. Today could even end up positive if the certainty of falling rates is judged to matter more than falling PE.
Risk is very correlated with timeline... Very short timeline, almost everything has high risk. The longer the timeline, the more the risk drops. If you're looking for lower risk, you might also consider lower-risk sections of the market. The "value" side of the market tends to be more boring and less volatile -- stuff like VTV or VOOV. And certain market sectors tend to be lower risk too... Healthcare, Consumer Staples (think Wal Mart), Utilities are the big three. Everybody needs those things regardless of market conditions. Their returns are lower than VOO, but the downside tends to be less too. Vanguard's sector funds for these are VPU (utilities), VHT (health care), VDC (consumer staples). These can of course be bought alongside whatever else to nudge the portfolio in one direction or another. Nudging it to higher risk/return would probably be stuff like QQQM and VGT (Vanguard tech sector ETF)
If you want to take broader strokes rather than targeting just single companies: * VDC - Consumer staples * VIS - Industrials * VDE - Energy * Treasuries
In a downtrend since March, not doing as well as the staples over the short term, but discretionary performs better over the long term. VCR vs VDC https://portfolioslab.com/tools/stock-comparison/VDC/VCR
VOO and VTI are core investments. VOOG adds some risk. VGT even higher risk reward. I’m retired so I need some less volatile income producing investments. VPU is 10% ish of my portfolio. Just bought it this year and it’s up almost 20% plus a 3.5% dividend when I bought it. I also have some VDC but it’s doing much which is what I expected.
If you want to go long haul ETFs, you can spread it around to different ETFs to reduce risk. VDC, GLTR, SGOV, TLT, etc. Just keep adding shares when you can. There's also the dependable monsters if you want some individual stocks - Microsoft, Amazon, Google, Coke, etc. I'm doing my "gambling" by grabbing 1000 shares of cheap stocks in the hope that they blow up years from now. RKLB and ASTS is what I went with - but I'm willing to sit and forget on those as well. If it doesn't pan out, that investment now shouldn't kill me come retirement, you know? You're young and willing to acknowledge mistakes, so you should be fine.
Maybe try the ETF Vanguard Consumer Staples $VDC, biggest holdings are Walmart and Costco. Also Vanguard Consumer Discretionary $VCR fund index. Holds a lot of Amazon, unfortunately a lot of Tesla also. I like to have Amazon, Microsoft, Walmart individually, but also have ETFs to supplement.
I wouldn’t call it power. The power is in the stocks making the move. They moved the whole S&P down just like they move it up. QiI keep some VPU so I can sell it if I need cash1when the market is down. It was up 1.51% because people move to it for safety. VDC as well but less so. They will still both still tank in a major downturn.
Not a bad portfolio. Most of the replies you get on this sub will be similar to the one you have already: don't buy individual stocks, dont over complicate. My only observation is that you hold a lot of SPY, but then you add a tech etf (which is a lot of companies at the top of SPY), and then add consumer staples (which is a lot of companies in the middle and bottom of SPY). I would be curious as to how similar those three ETFS would compare to SPY (I suspect a 55% SPY, 10% VDC and 10% FTEC would perform very similar to 75% SPY). Outside of J+J I like the companies you have picked
Hello everybody - I am depositing 5k into a my brokerage account and will be spreading out the money via the ETF's/stocks down below. I am in my early 20's and make around 60k a year. I am hopeful to contribute $750-$1000 a month towards these percentages but want to make sure my foundation is good. I am looking for long term growth to set myself up 25-30 years from now. I currently only had the money sitting in a 4.5% savings account but felt this would be a more productive way of approaching my retirement. I am fairly new to all of this and would appreciate anyone's feedback. 80% ETF * $V00 - Vanguard 500 Index Fund (35%) * $VDC - Vanguard Consumer Staples (20%) * $FTEC - Fidelity Technology Index (20%) International ETF - $VXUS - Vanguard International Stock (5%) 5% Income stocks - $HD - Home Depot Inc (5%) 15% Growth Stocks/Blue Stocks * $Meta (7%) * SJPM - JPMorgan Chase (4%) * SJNJ - Johnson $ Johnson (4%) Cryptocurrency? * Bitcoin * Alt-coins Couple of internal questions I had was should I stick with one or two ETF's? Should I invest in more stocks? Am I overly committed into the tech sector? Thanks.
Yes bigger and better-performing stocks are weighted more heavily, and as tech gets bigger in society, it will continue to do so. Can you picture a future that isn't dominated by technology? I would love to hear your vision if so. I mention past returns because, if my thesis of tech not going away in the future is true, then you should expect VOO to continue to outperform VDE or VDC. VOO isn't 100% tech or anything, and you can always readjust your positions if it keeps increasing its tech exposure beyond your comfort level.
VOO is becoming more dominated by mega-cap tech. Going 100% VOO is an extremely aggressive move, and many investors ignore this risk to their peril. Balancing out a smaller position in VOO with less volatile sectors, like VDC (consumer staples), VCR (consumer discretionary), VDE (energy), and VFH (financials) will result in a safer, more stable portfolio that will not crash if the megacap techs come back to earth.
When Warren Buffet recommended the 90% S&P500 and 10% bonds 2013 it was a very different S&P500. I am doing similar to your first option with some SCHD, VPU, VDC, XLV, a few individual stocks like JPM. I'm not buying tech in this market but I would hold QQQ and buy more if there is a correction. That said I'm retired so I need income one way or another. I wouldn't do JEPI or dividend ETFS if you are investing for the future unless you like pay taxes up front.
Need advice for Investing at 18 Hello all, I am 18 years old and I am looking to begin investing. I just started this past week and I invested around 1k into VTI, 500 into VIOG, and 300 into VDC. I make give or take 30 grand a year working full time. I am also a full time student looking to pursue a career in computer science. Currently I am attending a two year college, and I plan to transfer to a university to get my bachelors within the next two to three years. I want to have enough money to afford an apartment and living expenses. I plan to invest around 1k per month. Any insight on what I should focus on investing in would be greatly appreciated. I am very new to this space so anything you all have to say would help. Thank you in advance!
If you are listening to Tony Robbins you aren't an investor you are a sucker. Your choice of VDC plus bonds plus gold and commodities seems horrific and complexity for complexity sake over a total market fund.
QQQ. Similar to VGT but includes other growth stock. I don’t own either right now but would get in if the opportunity was good. Maybe it is now. BND is loosing money. If you want safe look at VPU and VDC. You can actually get modest income and growth.
23yo looking for advice. \- Held majority of these for last 5 years but looking to rebalance my portfolio. \- I am planning on holding for 25+ years. \- I have about 10k in cash and thinking about dumping all of it in VTI. Any thoughts/advice would be really appreciated. Total Portfolio: \~$40k 49% VTI 17% TSLA 8% MSFT 6% APPL 3% MGK, MA 2% V, VDC, VXUS, GOOG 1% VCLT, VOO, VWO, AMD, NKE, VNQ <1% BND
VTI is also good, I think VPU (Utilities) is undervalued right now and will increase as interest rates lower and if there's market volatility, Berkshire, VDC is another great one (consumer goods)
There are a bewildering number of ETFs available. Consumer Staples VDC (this one has Walmart and Costco concentration) and Utilities VPU are in a dip as investors pile on techs. But the long term upside is not very attractive. I think there is bubble in tech but nothing like the .com bubble. The current companies have earrings and tens of thousands of people looking for the next big thing. S&P 500 gives you downside protection compared to a more pure tech ETF like VGT. I would get in the market one way or another. If there is a tech crash you can always swap your conservative ETFs for better growth after the fall. If it doesn’t crash you just have lesser roi.
It's an ETF, but VDC is consumer defensive, so mostly grocery stores and household item production
My 401k's past 10 year performance was 10.7% /year. That included the major dips in 2020 and 2022/2023. I have mutual fund version of VOOG and VGT, and i had VNQ, VDC, VCR once during those period. You say your region's property value increases 15% annually, then it is better than market could give you.
They are completely different. I don't see any draw in VDC. VCR is 40% AMZN and TSLA, but lots of other strong performers including MELI and BKNG. I'd certainly choose VCR over VDC today.
Done, I’m more confused between VCR and VDC