VGT
Vanguard Information Technology Index Fund ETF Shares
Mentions (24Hr)
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Best way to start investing? App or managed account?
What are your thoughts on this Roth IRA portfolio breakdown?
What to allocate to a traditional IRA vs. keep in taxable account?
Seeking Feedback on my Long-Term Investment Portfolio - ETFs Dominant
First time maxing out Roth contribution. Give me a super basic, set it and forget it, distribution
Three Small Caps to Consider for Outsized Returns $ICS $NEVI $PMED
Am I missing something? What is the benefit of international diversification when ETFs like VXUS significantly underperform ETFs like VOO? Diversification just for the sake of diversification?
Three Small Caps to Consider for Outsized Returns $ICS $NEVI $PMED
Help in allocating funds into these ETFs from Vanguard
Can someone critique my portfolio early on going forward?
Comparison is the thief of joy but how am I doing?
28yo, Is selling all my VGT and buying VT timing the market/performance chasing?
Which Portfolio Mix? Will big tech continue being King?
Use "Trailing Stop Orders" to protect portfolio during a crash
Is it wild to throw all your money into AAPL and MSFT?
I wonder if Crowdfunding Real Estate investment pays better than ETFs like SCHD, OMPL, QQQ and other
[M25] International Student in the US - How to prepare to move assets overseas
Is there an international ex-US ETF that tracks technology similar to how VGT tracks in US?
Which one of the following ETFs are identical and redundant?
Is it better to invest in multiple ETFs or stick to 1?
How best to reinvest cash from dividends earned in my Traditional and Roth IRA
i primarily buy ETF but would like to add stocks to my portfolio
[QQQ vs VGT ] 30K to invest in rollover roth - confused about dividends being taxed ?
Why do people hold QQQ instead of other tech ETFs as a core holding?
Why do people hold QQQ instead of other tech ETFs as a core holding?
I am putting $1000 a month into this portfolio is it good?
On the whole, is there much argument for the market being anything but pre-COVID levels minus inflation?
Most stocks popular here are priced they were a year ago. If you were willing to buy then, why not now?
I feel like conventional wisdom is wrong, and that it’s better to buy shares of companies you believe in than sector etfs.
I feel like conventional wisdom is wrong- it’s better to buy stocks of companies you believe in than it is to go with industry indexes.
Most of my stock picks fit into VGT, but buying an ETF feels so lame. Does anyone else have any struggles with this?
Should I move an old employer's 401k into a rollover IRA? What are the implications of doing so?
Is it silly to hold both QQQ and FTEC (or VGT) at the same time?
Currently investing in high growth stocks in my Roth IRA. Is this a bad idea?
Hoping to do better this year than last... Review portfolio
Mentions
All you need is VOO, VGT & VXUS
Invest in everything, diversify. VT, VTI/ VXUS. Add some momentum or a specific sector you have faith in QQQM FTEC VGT SOXX SOXQ or maybe you want small caps. If you want precious metals and or Bitcoin make it 10-12%
Buy 10k of VGT when it's low and sell when it's high, then do it again. That's like $600 per month. I have no freaking clue how all of you are doing so poorly.
For me, risk management. But everyone is different. I try to keep a balance—value, growth, large, mid, small. I’m not one of those that just has QQQ, VUG, VGT etc. When there’s a big downturn, those will be first up against the wall. I’m also not 30 lol. I feel like there’s a little asset protection in my method. Thursday, I took some profit on metals. Friday, I bought a little more.
You didn’t lose it. You gambled it away. Consider yourself lucky that you only lost $1,000 or so. If you make the same avoidable mistake when you’re older, that’s 100% on you. Learn and grow. Don’t get out of the market, though. Just stop gambling. Buy SPY or VGT index funds and sit on it.
VGT better than QQQ. Also ARKX is a good speculative one
Hi im 23 and want to start investing. I have $10,000 in saving and wanna start by investing $1,000 to “dip my toes in” this past week i’ve been researching about how to invest and the stock market. I’ve decided that I am ONLY investing in ETF’s and not individual stocks since i’m still new and inexperienced. Im looking for long term growth. Should I use fidelity or robin hood? I made a list of ETF’s I’m interested and I need help deciding which to start with and how much to divide my $1,000 between them. The ETF’s are VOO VTI VT VXUS QQQM SCHD VGT So far i have 2 portfolio plans. Plan 1 VOO QQQM SCHD Plan 2 VTI VXUS VGT
Hi im 23 and want to start investing. I have $10,000 in saving and wanna start by investing $1,000 to “dip my toes in” this past week i’ve been researching about how to invest and the stock market. I’ve decided that I am ONLY investing in ETF’s and not individual stocks since i’m still new and inexperienced. Im looking for long term growth. Should I use fidelity or robin hood? I made a list of ETF’s I’m interested and I need help deciding which to start with and how much to divide my $1,000 between them. The ETF’s are VOO VTI VT VXUS QQQM SCHD VGT So far i have 2 portfolio plans. Plan 1 VOO QQQM SCHD Plan 2 VTI VXUS VGT
VOO and VGT, yeah but all the commodities and mining ETFs got slammed.
look up $VGT (vanguard technology index)
Reddit keeps only focusing on Gold and Silver as if it's unique to prec metals only. It's not. YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (miners: gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Energy (XLE +9%, OIH +16%) Nickel miners (NIKL) +24% Vs. Mag7 +1.8% (VGT +2.5%) SPY: +1.8% QQQ +3.2%
YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Vs. Mag7 +1.8% (VGT +2.5%) QQQ +3% SPY: +1.8%
Best port is VGT, GLD, VYMI, EEM at 36/36/24/4.
Best port is VGT, GLD, VYMI, EEM at 36/36/24/4.
Thanks. If you do not mind, I. am making scenarios, best/worst cases and all in between, to see how rolling strangle would play out. For ETF, lets say VGT. I think VGT may be good, since moves are not too big, enough time to adjust and roll. Could you check my thinking, and explain how would you handle it, numbers are round for easier math VGT current price 750 1. 45DTE 2. Sell 650p and 850c 3. as soon as profit hits 50% or so, close it... (1-3 weeks probably) 4. At what point do you roll untested side, any general rule, for VGT I would do it after 7% total move since start, initial distance up/down is 100, so 50 move to keep it symmetrical? 5. When do you roll both to prevent OTM, any general rule by how much, do you keep constant distance of lets say 50 (half of initial gap), or to keep 100, initial distance always 6. Also these distances from current price, do not need to be symmetrical, depending on the current market, usually more trend towards up? 7. I thought iron condors are safe and less looking over needed, but profit may be too little, better to roll sicne I have time to watch it. Maybe I am to detailed, the best would be to start small so I can test this.
I was an early believer in the Sell America trade, so it felt less risky than staying in VGT & VUG. I wasn't all-in. It was 20% or so of my portfolio, now about 30% without buying more. I do plan on keeping it.
>Can we truly expect the United States to continue going up, in terms of stocks? Yes, for the foreseeable future. The US has 2 main benefits: 1. The ludicrously high concentration of strong innovative companies, the wealth to invest in them, and the workforce concentration to make continuous operation viable. 2. It has the strongest stock market in the world. That doesn't mean that it has the best economy in the world (though also it sort of does, for now). It means that it's incredibly easy and relatively low-risk to profit off of + the government will literally do almost anything to save it. \#2 is arguably even more important than one because there are tons of "better" upside opportunities globally for investing imo. But actually being able to profit from them is very difficult. The EU for instance does not have an environment that is very conducive towards building something like the next Google or Nvidia (decentralized economy, lack of investors/VCs, language barriers, more lax work ethic, legal systems that generally benefit individuals at business' expense, low tech salaries, etc). China on the other hand has the opposite problem, it does #1 *better* than the US imo. The issue is actually investing in that. Given that Chinese stocks are basically proxy holdings (made-up IOUs with no real legal protections for foreign buyers), many people have been burned before on Chinese stocks. Then you also have smaller emerging markets/developing economies, which are a very high risk bet that may pay off decades beyond when you need your money to grow. Places like the middle east, Africa, South America, etc. All that being said though, ignoring the fact that the US is still 65% of the global market by market cap, international is still worth holding - or at least it is historically speaking. You're doing fine and you're basically doing the classic bogglehead strategy = can't lose if you own the whole market. At your age you could probably afford to take some risk with more aggressive ETFs though assuming that you plan to be at least semi-active. I wouldn't be afraid to throw a bit into something like VGT, QQQ, or SMH for a while just to capitalize on US tech for the time being.
Bruh maybe just hold 50% VOO 50% VGT and *just chill*.
Thanks for your outlook, I appreciate it! I allocate $450 AUD / week to diversified ETFs (although rather aggressive). I put 40% into VGT (US index), 40% VTI (US growth tech) and 20% VXUS (international). I’m not sure how great I feel about my allocations but they’re present! Furthermore I allocate $250 AUD / week into my swing trading account. Here I chase (supposed to be in bull markets lol) short-term, highly volatile / high ADR%, momentum or breakout swing trades. So far I have seen awesome returns! I like to believe my risk management here is stable.
Thanks for your outlook, I appreciate it! I allocate $450 AUD / week to diversified ETFs (although rather aggressive). I put 40% into VGT (US index), 40% VTI (US growth tech) and 20% VXUS (international). I’m not sure how great I feel about my allocations but they’re present! Furthermore I allocate $250 AUD / week into my swing trading account. Here I chase (supposed to be in bull markets lol) short-term, highly volatile / high ADR%, momentum or breakout swing trades. So far I have seen awesome returns! I like to believe my risk management here is stable.
> I want a diversified, growth-oriented portfolio that provides a nice amount of dividends to reinvest. Why dividends? The only thing that you should be focusing on for this account, at your age, is total return. Dividends are meaningless. > 1 VHT - I wanted healthcare exposure You already have healthcare as a sector within VOO. > 1 VGT - Read that this paired well with QQQM [...] 1 XAR & 1 XLE - With the Trump/Venezuela/Oil situation, I wanted to be ahead You already have all of these as part of VOO. Franky, you could just be 100% VT. *For about the next decade, the amount of money you can save and contribute consistently is going to make way more difference than farting around on these under/over-weight sector choices.*
Set up a daily auto buy for the next 6 months to a year so you get the average price. Go for VOO and VGT as your main stake, then take 20% for speculative ETFs. I would recommend space and robotics based ETFs for the next couple years.
ETFs held over a period of time tend to out perform this type of trading. VGT, IWF, etc. You can also do very conservative covered calls without much risk. Or mastering a Bull Put Spread and Bear Call Spread which when done correctly tend to yield 65% win rate.
Go to one of the various charting tools, enter VOO, then find the Compare or Comparison button and add the rest of your investments, then go to the time range and do a custom time range and set the date to the start of your account. Look at the chart and figure out which investments aren’t performing. Then think about what you want to do. At your age, I would kiss and do 60% VOO and 40% VUG, VGT or something growth oriented and DCA every month
I’d still probably stick with ETFs in whatever sectors you and they are interested in. I’ve had VGT for tech in the past, but its performance this past year really slowed down. Currently I own SMH (semiconductor ETF), SHLD (global defense ETF), and SPMO (a momentum stock that rebalances every 6 months to invest in companies that have had a positive trajectory the prior six months. This latest rebalance has not been good however). The vast majority of my portfolio is in boring broad US and international ETFs though. I would avoid picking individual stocks for someone else’s portfolio.
I'd been thinking of buying more VGT so today could be the day I do that.
Momentum based ETF is not a smart way to invest. There’s no guarantee it will keep up. VOO is more diversified. If you want a tech or growth focused fund just buy FTEC or VGT. Either are better
Those stocks which you mentioned are tagged as communications thus XLC is what you are looking for, so you can go for FTEC+XLC or VGT+ XLC.
Not necessarily risky — but be mindful of overlap and concentration. VGT is pure tech (heavy Apple/Microsoft, no Google/Meta/Amazon), while QQQM includes those because of broader index rules. Adding Google/Meta/Amazon individually can make sense if you size them intentionally. The real risk isn’t owning those stocks — it’s overweighting large-cap growth without realizing it. VGT as a core + small individual positions for conviction names is reasonable. Just don’t let “expansion” turn into duplication.
Gotcha, the advice I’ve been getting recently is one or the other as they’re so similar in holdings. So I decided to go with VGT as I have confidence in their top holdings. I don’t have much money invested yet as I started about a week ago so it’s hard to split it up but as I invest more and more I was considering buying these big tech stocks to put more weight in them on top of my stronger holdings
Another option to consider is keeping your QQQ and putting future contributions into VGT. You don’t have to “swap” like that. Nasdaq is likely to do well for years to come
I want more weight in some of the tech stocks VGT has and also QQQ isn’t a pure tech stock which is what I was looking for. I want more freedom in what weight I allocate in those stocks but maybe this is a bad play.
It is quite strange. He’s basically compounding nothing. He should keep it simple. 2 or 3 ETFs that don’t overlap. VTI VXUS VGT or similar. Fuck the overlapping ETFs off Fuck the 5% mega caps off because they’re already in VTI Fuck the 1% risky trade off If you want to leverage with alternative stocks, learn how to swing trade on a small account before scaling that, not tiny portions that won’t earn anything note-able
almost every year lately, tech heavy. AMZN used to carry me bigly, lately shes been a bitch but QQQ and VGT carry me up
>For example, my VGT returns since july 2025 have only been 3% and SPY has only been 8%. This really does not mean that RH is giving you the worse price of the day? It just means those are the returns Anyway this is why I prefer Mutual funds for automated purchases there is no question on what price you will get , they settle at NAV closing price.
401K_100% S&P Other accounts_growth (VGT, SCHG, SPMO, etc)
10/4. That’s a ton of savings, and props to you on the pension. I wish those were as standard as they used to I am curious of your interest in leveraging tax advantage first and foremost. Quick note - Roth max is 7500 now. Finally my advice - I wouldn’t not personally try to stock pick with any money that I deem long term or retirement. If you want exposure to those companies over a long time horizon, I like using ETFs meant to track that company type/size but that will pick up new companies as they meet criteria. VGT is a good example for tech. You can try to pick winners, but VGt will always have them. Likely a lower return, but higher than market average and less volatile.
Consider going with SP500 for the other 30% since you’re going so heavy on semiconductors. I am doing something similar in my Roth and taxable BTW but huge majority of my net worth is in 401k invested in SP500 so like you I’m okay with the volatility. I couldn’t pick between quite a few similar ETFs so I split weights like this: QQQM/VGT (50%), SMH/SHMH (35%), NLR/URA (5%), BTC/ETH/XRP (10%)
"My general philosophy with money is this: build slowly, test myself honestly, and earn the right to press harder later. I’m playing the long game, but I want leverage if I actually prove worthy of it." I don't disagree with this but will say that it's rare to see today. "I want more, but not recklessly. I’m very aware that consistency beats intensity, " I've often said that people need to focus on getting on base. Too many people swing for the fences every time and strike out - even consistent singles and doubles add up over time. "For investing, I put $600 a week into US ETFs. Roughly 40% into VGT, 40% into VTI, and 20% into VXUS. This is meant to compound quietly in the background and act as a financial backbone. I don’t touch it emotionally. No tinkering, no panic moves, no chasing whatever’s hot this month. Alongside that, I run a small swing trading account, about $2k. This is not income to me. It’s training. I treat trading as skill development, pattern recognition, and learning capital preservation before there’s ever any talk of real leverage. I trade end-of-day swings since I’m in Australia trading US markets. I focus on sector strength, tight consolidations, breakouts and pullbacks, defined risk, and high ADR stocks. Capital only increases after demonstrated consistency. If I ever scale it, the money would come from slowly reallocating ETFs, not lifestyle or savings. I’m not relying on trading to save me. I’m practicing so it could become leverage later if I earn it. Medium term, the next 3–5 years, the goals are straightforward. Keep building a house deposit, buy a property when it actually makes sense, keep ETF compounding going, stay disciplined with trading, and increase income through higher paying roles, specialisation, or side businesses. I already proportionally feel the physical tax of my job I don’t want my income ceiling to rely on my body forever." I....don't have an issue with any of this. Thoughtful/well-written. "So I’ll ask again, honestly: where am I getting this wrong? Where am I playing it too safe? " Sometimes I can find something slight to constructively critique with something like this but I really can't here. The only question I have and it's not even a criticism is what does this look like in terms of specifics: "Capital only increases after demonstrated consistency." Other than that, great, well-written overview/plan with nothing I can really find fault with.
I hold vti and am thinking of putting in a small amount in VGT. 25-30 year hold
FTEC or VGT are better
Do half VOO and half VGT (exposure to a lot of tech)
Im mid 50's and hold an aggressive portfolio like you. VGT has been a game changer for it. I too get concerned about allocation. I'm45% VGT, 45% VOO, with cash and a splash of GLD and SLV in there as well. I'm in the process of selling a second home right now. The profits from that will be allocated to something like VTI. Just for the sake of balancing it out more.
Right, and this is solid advice, but it’s really aimed at a novice investor. I’ve been investing for 20+ years, and my portfolio’s been largely unchanged for about a decade. When I first started, “X and chill” wasn’t really a thing. It’s been Buffett’s bog standard recommendation for a long time, but it wasn’t endlessly parroted the way it is now. It's no doubt sound advice for the majority of investors. I fully recognize that about 25% of my portfolio is highly concentrated and effectively doubles down on technology. I’m comfortable with that exposure. I’ve got a ~15 to 20 year horizon, I’m targeting an earlier retirement and I’m on track for the option at 55 years old if I can maintain roughly 6% growth. I'm currently maxing my 401K, family HSA (we don't utilize the funds), and (2) Roth IRAs, though I may shift to Traditional IRAs this coming year. From my perspective, Nvidia has become wildly overvalued, and I’m not convinced there’s much runway left. Because of that, I’m considering moving from VGT to QQQM. Not only is Nvidia’s weighting meaningfully lower, but I also like the broader exposure to names like Google, Meta, and others. My question is pretty specific. Recognizing that my goal is to mitigate Nvidia specific volatility, at least where possible, is it a sound decision to convert my VGT holdings to QQQM? I think the answer is yes, but I wanted a gut check.
Here's a visual representation of the downside: https://totalrealreturns.com/s/VOO,VTI,VT,SPY,QQQ,VGT (both VOO and VTI lag behind just buy and hold with QQQ). For someone in 20s, I recommend VGT which is a pure growth ETF.
> My concern is primarily stemming from VGT's significant Nvidia holdings. I'm thinking QQQM can accomplish **the same goal**, while reducing volatility specific to Nvidia. But what *is* your goal? If your goal is just aggressive growth and portfolio value appreciation, being 100% stocks in a diversified index is max aggressive. *Buying into VGT or QQQM doesn't make your portfolio "more aggressive" since it's already 100% stocks. What you're doing is making specific concentration bets.* It's certainly possible to make the wrong bet. It's possible that over X time frame, VTI on its own will have more portfolio appreciation than the extra concentration in VGT (tech-specific bet) or QQQM (mega cap, non-financial bet). So that's why it's important to sit back and ask, what exactly is it you're trying to achieve, and how is investment X, Y, or Z the best fit to that objective? While also being cognizant which risks are typically seen as compensated, versus not compensated.
VOO or VGT. QQQM is more costly with fewer returns than VGT and needlessly constrains itself to only NASDAQ stocks which is dumb.
>What's your specific conviction that mega-cap non-financials (QQQM) will out-perform the greater US the market (VTI) over your investment time frame? Honestly this is a bit outside of what I'm looking to gain input on. I don't have a crystal ball, but I can stomach the volatility and have certainly appreciated the last 10 or so years of increased gain. My concern is primarily stemming from VGT's significant Nvidia holdings. I'm thinking QQQM can accomplish the same goal, while reducing volatility specific to Nvidia. On the contrary, it could also hinder future growth, but I'm not sure how much higher it can go.
I stopped buying VGT and started buying SCHG instead.
Thank you! This gets to the heart of my concern. It's a bit more diversified, and would likely weather a Nvidia downturn better than VGT given its decreased holding.
You’re not wrong to question it. VGT’s returns have been great, but the concentration risk (NVDA/AAPL/MSFT) is real. QQQM still gives you strong growth exposure, just with broader sector diversification and less dependence on a few names. Swapping VGT for QQQM is more about reducing volatility than giving up upside. You’ll still benefit if AI keeps winning, just without all the risk sitting in one sector. Personally, I prefer keeping the core diversified (VTI/VXUS/QQQM) and saving true speculation for small side bets...things I’m also considering, like Ian King next gen coin rather than concentrating that risk inside the core portfolio.
Was VGT much less concentrated when you bought it? If not, then what changed that makes you not believe it anymore?
Adding either VGT or QQQM is going to make your portfolio less diversified vs just VTI and VXUS
You have to ask yourself what you believe in for your investment horizon, and what risks are acceptable as well. E.g. either VGT or QQQM could easily drop 50% or more, wouldn't be unprecedented or surprising. What's your specific conviction that mega-cap non-financials including Lululemon, Old Dominion Freight Line, and Pepsi (QQQM), will out-perform the greater US the market (VTI) over your investment time frame?
80% VTI 10% VGT (Technology) 5% XAR (Aerospace/defense) 5% UAR (Uranium/Nuclear production) Nothing wrong with investing a bit in a specific sector you believe will outperform the broader market. I went 20% VGT / 80% VTI a while back and VGT ended up at 40% before recently rebalancing.
You use something like [https://www.portfoliovisualizer.com/](https://www.portfoliovisualizer.com/) to help construct a portfolio that will grow faster than the market while being less volatile. Something like 36%/36%/24% VGT/GLD/VYMI works super well. Add 4% high volatility shit like crypto ETFs or SLV to juice the results.
VOO = SP500 VTI = US stock market VXUS = International stock market VUG = US Growth stocks VGT = Information Technology VT = Total world market This gets asked a lot, search the sub https://www.reddit.com/r/ETFs/s/JSEJEY1mzi
Add some SMH / VGT Thank me later.
A little sprinkle of SMH and VGT
Just stick with growth ETFs. VGT is a good one. Also QQQM, VOOG, VUG, IETC, ect. There's really no need for individual stocks when you have so many tech/growth funds to pick from.
100k id be more risky for growth like VGT etf. 1m I'd do something like value to preserve and grow a little like brk.b. im middle aged, 1m would get me close to retirement.
If OP is gonna post an ETF. I got 27 shares in VGT because I’m a vegetable for pure tech sector. Highest risk, highest reward.
I would go with 100% VGT instead. It has much higher returns. VGT has been around since 2004 and has a lifetime return of over 14% while VT has an inception date of 2008 and has a lifetime return of 8%
Definitely not #5. That would be a waste of money. You didn't give us much context as to who is the recipient and what is their overall financial situation So of all the options you suggested, I would vote VTI but actually I would go with VT because it covers the whole world, and who knows what will happen in the next 10 years. Having said that, I would put 30k into VT and the remaining money into something else. Probably 5k bitcoin (it's a bit of a gamble but it might pay off), and 15k into VGT because long term it will likely outperform VT. Both VGT and VT hold NVDA. VGT has more of it (16% of its holdings).
I'm just trying to understand how QQQM is more diversified than VGT. QQQM literally picks only the 100 top stocks from the NASDAQ only. VGT is comprised of over 300 stocks from multiple exchanges. Again, VGT out performs it in every way going back to QQQM's inception. I can't think of any reason to ever choose QQQM over VGT ever unless you want it to perform *worse* than VGT.
Its mot apples to apples. QQQM is "The 100 largest non-financial companies on the nasdaq." VGT is solely technology and anorher bendmark.
Never get a good explanation why people recommend QQQM over VGT. VGT beats it in every way (returns, fees, longevity, diversity , etc..)
NVDA and VGT. NVDA is a single stock and VGT is a tech sector fund that includes a significant percentage of NVDA. Both also already have a lot of coverage in my US Large Cap Indexes but have outperformed remainder of portfolio significantly.
Avantis and Dimensional seem to be some of the favorite names when it comes to small value. >I appreciate the recommendation of FYEC and VGT. I will read more into them FTEC. They're true tech funds, but exclude some companies you may consider to be tech but the market considers as something else (Amazon, Tesla, Alphabet/Google, Meta/Facebook for example are all non-tech by GICS classification). Sector bets aren't a bet I'd make, as they're uncompensated risk. Favored sectors change from time to time and it isn't always the hot new tech with the best returns. I have several links that explain that, with sources here: * https://www.pwlcapital.com/investing-technological-revolutions/ * https://rationalreminder.ca/podcast/123 * https://rationalreminder.ca/podcast/156 (climate change, clean energy related especially) * https://rationalreminder.ca/podcast/183 In the first link, do a CTRL+F for "irrational exuberance" and read at least a few paragraphs before and after that.
Thanks, I'll keep looking until I can find a good small value. I appreciate the recommendation of FYEC and VGT. I will read more into them
Don't focus on large growth. Small value has tended to win in the long run. The inclusion criteria for QQQ(M) is absolute nonsense. If you do want a tech tilt, there are tech funds that don't discriminate based on the exchange. FTEC, VGT to name 2.
Im moving my port into nothing but VGT QQQ SMH and VTI and just gonna sell puts for extra cash. boring af but prob outperform 90% of sub.
It’s stupid to own it when you can just buy something like VGT and get untaxed growth. VZ will not really appreciate in stock value so you’re left with just the dividend. It’s taxable so you’ll end up needing to pay additional taxes on your return. I held it for about 8 years. In that time it barely increased in share price. I ended up selling it for a small loss. If I could do it again I wouldn’t have bought it and have just bought VTI. In addition their business is likely under threat from satellite constellation companies like StarLink and it’s a capex heavy industry with significant hardware and spectrum costs.
To all who shall see: it is important to start your roth snowball early and not f around like this guy. You essentially have 5 years of roth wasted which could be the different between $1,000,000 or $500,000 at retirement. VGT and VOO and chill. If you have fun money, gamble it in your taxable accounts
Past-Year Performance Snapshot (Vanguard ETFs) in which I DCA: Vanguard Total Stock Market ETF (VTI) – $335.27 📈 +15.91% (+$46.01) over the past year Vanguard Total World Stock ETF (VT) – $141.06 🌍 +20.32% (+$23.82) over the past year Vanguard Information Technology ETF (VGT) – $753.78 💻 +21.32% (+$132.44) over the past year
Past-Year Performance Snapshot (Vanguard ETFs) in which I DCA: Vanguard Total Stock Market ETF (VTI) – $335.27 📈 +15.91% (+$46.01) over the past year Vanguard Total World Stock ETF (VT) – $141.06 🌍 +20.32% (+$23.82) over the past year Vanguard Information Technology ETF (VGT) – $753.78 💻 +21.32% (+$132.44) over the past year
19% up this year in early leanFIRE, while holding about 20% in bond and money market funds (so a little stock heavy for a semi-retired person), and that's after withdrawals of about 2% for living expenses. Mostly in VPMAX, VGHAX and VGT/FTEC with a smattering of FSELX, COST, REGN and AAPL. I've been investing since 1996, averaging 10-11% over the past three decades, and averaging 10.2% over the past 10 years as my portfolio gradually shifted to be more conservative.
19% up this year in early leanFIRE, while holding about 20% in bond and money market funds (so a little stock heavy for a semi-retired person), including withdrawals of $23,500 for living expenses. Mostly in VPMAX, VGHAX and VGT/FTEC with a smattering of FSELX, COST, REGN and AAPL. I've been investing since 1996, averaging 10-11% over the past three decades, and averaging 10.2% over the past 10 years as my portfolio gradually shifted to be more conservative.
you are absolutely correct and I should have pointed that out too, in fairness. SMH has outperformed VGT by a pretty wide margin. Regardless, I like the mix and weightings of VGT.
I agree with you. I chose FTEC for the lower expense ratio and slightly better allocation in my opinion. Basically the same as VGT though
I really like VGT. The weighting/holdings inside that fund appeal to me. Vanguard is pretty good at pickin'em, and manages this fund with a super-low expense ratio. I would (and do) hold VGT over either SOXX or SMH. But, you do you
66% VTI 34% VGT is what I buy in taxable
I like SOXQ better than SOXX. SOXQ has performed better, has a higher dividend yield, and has a lowest fee of any semiconductor ETF. SMH performs even better for semiconductors, but it has way more Nvidia concentration. Given I already have plenty of Nvidia in my portfolio, I passed on this one. I don’t see a perfect match for SKYY, but I can tell you about 77% of the holdings are in FTEC and VGT which are both very popular. I also had a negative experience First Trust ETFs twice now, nothing nefarious but lousy fund management, so I avoid them now.
I have VTI and VGT to get some of the upside while having some balance when tech dips. I also use individual stocks for more upside but those can be short term. It always comes down to the level of risk you want.
SMH, VTI, VOO, VGT, QQQM. Save your money.
Seems like a lot of work that boils down to taking profits at 15%. Why not just go with SMH, VGT, FTEC, QQQM or some combo?
I mean, it outperformed because it is more tech heavy, you can just go with VGT and get even higher performance by your logic.
Thoughts on my current ETF split: VGT 11% - VOO 51% - VXUS 24% - VT 14%
wow this entire sub is just failing to DIY DIY $VGT? https://investor.vanguard.com/investment-products/etfs/profile/vgt
Lots of international stuff. Gonna continue to outperform US assets. VYMI, TEI, EEM. Gold is going to continue to strengthen. Have to maintain some exposure to tech through VGT or XLK but pared back a bit.
The question you should ask yourself "What is the probability that I will successfully pick a five-year ten bagger?" Suppose you are a wizard and one in five of your picks turn into ten baggers... then your 5 year expected annualized return is under 15%, which underperforms broad tech sector ETF's like VGT, QQQ etc. My advice: stay the heck away from trying to pick ten baggers.