VTV
Vanguard Value Index Fund ETF Shares
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besides myself, is anyone else concerned that micron is now considered a value play?
Critique the direction of my 14yo son’s Roth IRA we started this year
How does this mixture look for my 14yo son’s Roth IRA?
If you want the *real* exposure to SPCX, check these out from an insider
I made a lot of money on silver and I don’t know what to do when it evens out.
How to count some VTI relative to asset allocation targeting VOO, VB, VTV?
Value investing has been dead for 20+ years. What’s the excuse now?
What do you think about my portfolio ? (I’m 25 planing to retire at 60)
25 Year Old Roth IRA: How to diversify VOO?
Vietnam starts trade talks with US as immense 46% tariffs loom, state media reports
Seeking Thoughts/Sanity Check on A Revised Portfolio
Moving Roth from an advisor to Fidelity and seeking suggestions
Help in allocating funds into these ETFs from Vanguard
Rebalancing portfolio for growth and being tax savvy - is this a good plan?
Thoughts on this dollar cost averaging ETF strategy?
My portfolio on marketGOATS is 100% ETFs (VTI, VTV, CNYA, TQQQ) - and it's not doing terribly against mostly stock pickers.
Target expense ratio on mostly passive portfolio?
Opinion: Growth stocks make just as much sense as Value stocks right now
ETF to buy right now? balance tech heavy portfolio w/ value/dividend etf or DCA into broader etf?
Consolidate (VWO, VEA) into VXUS and (VTV, VOT, VB, VOE) into VTI?
Broker Dealers & Mutual Funds/ETFs Have A LOT of GME Securities Lending Counterparty Exposure - Let's Explore Some Numbers
23 years old looking for advice on an aggressive Roth IRA allocation for retirement!
What is an appropriate ETF that goes with tech heavy folio?
How can I see what is in VTI and VTV to compare these 2 ETFs?
It's way better to buy at market close than at market open, most gains happen overnight for major ETFs
Am I on the right track as a new, long term investor?
How to stop feeling overly confident in the stock market as a new investor?
Mostly VUG, mostly VOO, or 50/50 for long term growth?
Should I replace my VTV with a growth ETF or stock?
Is it worth it to invest in multiple shares of Coca Cola for Dividends?
Is it wise to invest in Coca Cola for Dividends?
Am I the only one waiting and hoping for the market to drop?
Looking for an ETF or two in order to diversify my tech-heavy portfolio? (VTI/VTV/SPY/QQQ, etc)
Mentions
Well, you are not too far off from Warren Buffett's choice for his wife's inheritance: 90% S&P 500 and 10% cash, bonds. I'd put 10% at least in SGOV or VBIL which are short term treasury funds and the earnings are state tax exempt in states with income tax which is important in your brokerage account. But we use those treasury ETFs in the Rollover IRA, also. We added VTV which is a large value fund (lower p/e ratio) that lost much less in 2022 and 2018 than the S&P 500 did just to have a little cushion if there is a tech decline, for example. We are retired now but made it through the 2000-2010 years just fine by not touching the retirement accounts, and my husband was 45-55 during those years.
Right now I'm in $VTV, which imo is more diversified than S&P. If there is a major downturn, I'm looking at positioning into low volatility ETFs like SPLV.
Futures down, NASDAQ (tech) more than anything, gold down (where I’m loading dips before Schwab lets me touch things @ 7), it’d be nice to get a nice penny flip before going to work to keep up with this madness but I’m not going to force a trade. It may be a do-nothing day too, if things don’t drop to my levels. Holding: 26.62% $IWMI 25.86% $SGOV 24.21% $MLPI 7.98% $VXUS 3.24% $VTV 3.01% $IAUM 2.51% $DGS
Ironically, MU is a value stock. It's even in VTV.
on the "exclude AI companies both sides" question above, one gut check you can do yourself without pulling holdings data: look at VTV (large cap value, basically zero mag7/semis exposure) vs VUG or QQQ for the same YTD window. Last I looked value was up low double digits while growth was still running away with it, so no, excluding AI names US large cap value hasn't been beating international this year either. it's more that the AI trade is the dominant factor everywhere right now, US and ex-US both, and stripping it out just shows you a much smaller, much more boring dispersion between regions. the mag7-vs-rest-of-market gap and the TSMC/Samsung-vs-rest-of-Taiwan/Korea gap are basically the same story wearing different currencies.
Welp, caught a nice dip on $GPRO, shoulda coulda woulda held a second longer (as per usual), but averaging in 50K shares to mitigate the loss shook me a bit 🤣 I had to do something to bolster the portfolio a bit; it's trailing the indices this morning... I'm still happy as can be with what I've created & am creating (RIP my individual stock picks that're all popping off nonstop; I'll revisit them when I have some "fuck you" money, when $CAPS pops off): * IWMI 27.64% * SGOV 26.15% * MLPI 25.01% * IDVO 7.85% * VXUS 5% * VTV 2.49% * DGS 2.46% * IAUM 2.26% * Cash 1.14%
Futures are mixed today so it may be a good day to do nothing, regroup, & think about your goals/allocations. I'm taking the morning off from trading penny stocks, chatting with ChatGPT & thinking about my allocations. I'm a bit overweight gold (**$IAUM**, cheapest expense ratio) but I wanted to buy the dips as they come & have some time to let this one play out. I deployed a chunk of cash yesterday & am still holding \~25% cash after all of that. I'm hoping to make a major purchase going into 2027 so the cash position has value far beyond its yield; I've really started to like the stabilizing aspect of cash recently as well... Although not penny stocks, you all are my friends & I figure we can have conversations outside of penny stocks. Here are my holdings as of yesterday/early this morning: **IWMI** (Russell 2000 futures showing strength, CC premiums are likely juicy during dips) 27.51% **MLPI** 25.41% **SGOV** 25.39% **IDVO** 7.78% **VXUS** 4.95% **IAUM** 3.28% **DGS** 2.45% **VTV** 2.4% Cash .88% As far as penny stocks go, be sure to wait for a solid entry on something that's running, take your profits, park them in something safer, & scale down if you re-enter to not wipe away the day's gains, among many other things! And of course, **$CAPS** 🤙
MU is highest and it's been the highest for most of this year. VTV is very easy to track because it passively follows the CRSP Large Cap Value index, which only rebalances once per quarter, including most recently on 2026-07-31. I assume you're pulling from various sources that say JPM is 3.49% and MU is 3.44% on that date. However, that was also the absolute nadir for most of the semis because of the Situational Awareness situation. Since then, JPM is up +1.66%, MU up +13.34%, and VTV overall up +2.43%. I calculate the ETF holdings more frequently.
MU is the biggest holding in VTV
Is FTEC worth buying today? I’m currently thinking about putting about a quarter of my brokerage account, non retirement, into FTEC. I’m 25yrs old and looking for aggressive options. I don’t mind the volatility. Currently my balance is primarily VUG and VTV which is how it was when I inherited the account. Would FTEC be a good ETF to add for what I’m looking for or is it too heavy into tech?
VTV SCHD Basically value and dividend companies
I got downvoted in a previous post and had a lot of stupid commenters arguing with me that VOO is NOT heavily leveraged in AI and FANG. You all need to look deeper at what you're leveraged in. IMO, VTV is more diversified than the S&P ETFs like VOO. I've deliberately pulled almost entirely out of all my AI and tech investments.
SCHD or VTV or a mix of both
That's a lot to keep up with. VGT or XLK would cover most of your positions in a single etf. GPIQ/GPIX is superior to JEPQ/JEPI. VTV, SCHD, or SPXT covers the blue chips.
VTV and schd have been killing it in my wife’s retirement acct
I feel that last part, that dips are over-reactions for sure, you just have to find the quality ones. I’ve had a lot of success buying nasty dips recently; it’s wild when your brain switches. As a whole though, I think we could see something like that for the market as a whole soon, even if it’s a flash dip. I was looking at $VTV’s chart & every once & a while there’s an incredibly large red wick almost down to the last peak. That’s when I’d be looking to load the boat, maybe $190. That’s wild that you said $TOYO! I had a CSP for them but it never got assigned below $5; now it’s below $5 again so could be a solid value. I’ve always wanted to be in $BABA & $MELI as well. I feel like running options on $MELI would be solid, you just need a ton of cash as collateral. I’m also trying to solidify my move abroad after dancing around it for a while (as the Colombian peso absolutely skyrockets against the dollar 😢) so I want to be very careful with my capital from here on out.
Thanks for following up! I always love your insights. I'll definitely pay attention to the Thursday into the weekend timeline from now on. I just feel like we're being played & the next market-crashing development is right around the corner. As much as I want to, I can't justify holding $VTV for too long, even though it *is* composed of low-volatility US companies. **$IDVO**, **$VEA**, & **$VSS** (as well as **$VXUS** in another portfolio) are all showing rock-solid strength, though. I feel that an international rotation is upon us long-term.
If you are genuinely that worried about AI then just invest in value stocks like VTV. For reference, it's outperforming growth/AI-heavy stocks this year to date. I'm all-in on the S&P 500 and growth stocks cuz I am investing for the long-term.
What? SPY, VTI, VTV, VUG may as well all be the same fund. Just buy VTI 100% if you’re bullish on American tech. Throw in 20% VXUS if you want a little diversity and call it a day. If you must then you split up investments by market capitalization, not whatever you’re thinking. Could look at Avantis funds for the value tilt if you really want, but I don’t think that’s necessary. You have to look at what each fund invests in and how they play a part in your portfolio.
I've got my VTI reinvesting into VTV. Beyond that, I'm changing nothing, and that change is more because my risk tolerance is lowering slightly as I age. In honesty, the "bubble" is big enough that the knock-on effects are going to be widespread if/when it goes.
What would you recommend as a 30/30/30 split or 25/25/25/25? SPY, VTI, VTV, VUG, VXUS? My own portfolio is split 50/50 between SPY and VTI? Guess I knew there was significant overlap but I am and have been also bullish on tech so didn’t mind overweighting it a bit.
Bond funds pay significant dividends, which cannibalize the base value, so you need to add those back in to understand the real return. That said this isn’t your Dad’s portfolio anymore, it’s yours. You have the right idea but I would simplify it a bit more just VT and VTV. You don’t want too much pure S&P since it’s concentrated with just 10 stocks.
Not a bad stock to have, but I don’t see much growth opportunity for Coca-Cola as a whole. If you’re trying to reduce tech exposure I’d sooner recommend buying VTV shares.
There's plenty of ETFs and other funds that limit or exclude tech if that's the goal. VTV, SPXT, XMAG, etc
Maxing out 457b which is invested in the S&P 500. Brokerage has some additional investing in VTV (US Value) and VUG (US Growth). I might just continue in VTV only. Baby's 529 plan is invested in the S&P 500. I want to gift my nephew/nieces a good chunk of change when they turn 18 so I'm investing $1 a day in VUG, Coca-Cola, and Amazon for them. I'll gift them their cash-equivalent share of whatever one ends up growing the most.
If you want value, I'd go with something like VTV over HDV. VTV expense ratio is .03% where HDV is .08%. VTV is literally Vanguard Value Index. Slightly higher return YTD. 15.35% to 14.23%. Less dividend yield, but if you're looking for value, I think yield is less important. I have nothing against HDV. I used to own it. It just didn't fit my goals. I like that you're including international exposure. Too many overlook it. But I like VYMI over IGRO. Again better return and lower fees. Probably can't go wrong with SPY. This is not advice, just my take on your portfolio.
my boomer etf's hit ATHs, VTV, SCHD, VNQ
What's funny is that a high flying tech stock like MU already qualifies to fit inside a value ETF like VTV as its #1 holding. Makes you wonder how low the FWD PE and PEG ratio can go.
I like VOO or VTI. These kinds of funds are where most of the money should be. Coca-cola is a good company. No reason to sell it at all. Just hold what you have allocate new money to index funds. you can definitely take on some more risk at your age. Keep it like under 20% of your portfolio tho. If you want to take on a little more risk but not insane, you can look at strategy ETFs like VTV, VUG, GARP, SCHD and such. these are diversified but still potentially carry more risk than a broad index fund. If you gonna do individual stock picking learn value investing.
Either VTV (Large cap value) or SCHD. Less volatile because the underlying companies are more stable. It should suffice in a 5-10 year investment.
2 to 10 years is very wide. Will you actually need the 20k in 10 years? I assume you would save so much more in 10 years to the point 20k won't make a difference for whatever expense you are going to have? Do you have any other savings? How much % is this for your total portfolio? Hard to answer without knowing anything. If you wanna stay safe go for VTV or BRK.B . HYSA or Bonds would be safer but thats just losing money to inflation at these rates.
I came to say the same thing. VOO is 40% tech and its largest position is NVDA. I choose VTV over VOO for better diversification.
RSP/EUSA are equal weight ETFs that vastly reduce exposure to companies investing heavy in AI. But they also reduce exposure to anything that is successful. You can also check value funds like VTV and dividend to growth funds like VIG and DGRO for reduced exposure to AI. These funds all have pros and cons, but could be a better fit for you. Note: if there's a crash everything is going to drop. That's okay, that's the market cleaning itself up. The question is how long the recovery will take and different funds have different recovery horizons.
All ETFs will decline in the event of a crash. Diversification can help only to an extent. I would split it this way - 30% VTI, 20% VTV, 25% VXUS, 25% VUSXX.
100% outperforms individual stocks over time. If your young consider VUG, VGT. VTV for non tech and VXUS for non-US diversification.
highest growth assets should be in the Roth first (and HSA if you have one as that is the same tax structure). next tier is Trad IRA / 401k - while these accounts are eventually taxable the intent is that you will be retired when you start drawing and so your tax bracket will be much lower than it is right now and presumably lower than any LT or ST capital gain amounts in a taxable brokage. where you allocate bonds will depend on which type of bonds you hold and whether the dividends are qualified or not - either trad IRA or brokerage could make sense. Roth would not. I do not hold bonds but I do hold high yield equities (SCHD / VTV) and keep those in my taxable brokerage.
Correct, OP has no idea what they’re talking about and is just trying to pump MU. VTV rebalances quarterly in March, June, September, and December. It began accumulating MU in 2025, and because VTV is market cap weighted, the growth of Micron caused it to balloon inside the portfolio. It will be automatically be trimmed from the portfolio and the next MU will likely be bought and grow. This is how value driven market cap weighted ETFs work.
i'd rather have more VTV than any SCHD.
It is one reason I just own VTI and VXUS. Own the market and hope the global economy does well. While VTV is mostly value it is a guess is value will outperform and if it does it is unclear given VTV isn't a perfect proxy for that it will also benefit.
The piece worth naming directly is the cyclical value trap. Value factor ETFs like VTV and VLUE screen on forward P/E, and forward P/E for a deep cyclical is the least reliable value signal there is, because the E is an estimate of near peak cycle earnings. When memory is minting money, analysts mark up forward EPS, the ratio compresses, and the stock screens cheap right when it is most expensive on a normalized basis. For cyclicals a low forward P/E often marks the top, not a bargain. So Micron landing in a value index is not really the index being wrong about value, it is the forward P/E factor doing exactly what it always does with cyclicals near the top of the cycle. The honest way to value a name like this is midcycle or normalized earnings, not the peak estimate the screen is using. Whether you care depends entirely on where you think we are in the memory cycle, which is the actual debate, and the ETF label is just a side effect of that.
It's not a "looking for". VTV is a passive index fund that follows specific rules. They slice the larger index into "growth" and "value" and allocate stocks to the Growth and Value funds accordingly. Beyond that split, it is a normal cap-weighted passive index fund.
Huh? I believe Micron was a value stock BEFORE its price started rocketing up. That's why it was in VLUE for example, and why that ETF has done so well in the last year The price going up so much only proves that the bet of shoving it in the value basket was a good call. What do you expect VTV and VLUE to do, sell all micron now that it's successful?
Yep, VTV used to be JPM and BRK as top holdings, but now MU took over at 4%. Similarly, VYM is now 8% Broadcom (AVGO)… in fact, Broadcom and Oracle make up 10% of VYM which seems wild. SCHD holdings seem to have completely avoided the AI/tech boom, which shows given its recent performance.
how MU sits in VTV and SPMO is wild to me. the market doesnt know what to do w MU
Either VT and chill, Small cap funds, or large cap value. Little Russell 2000 is up 20% half way through the year. Other ETFs with small cap specific exposure getting above 20% returns are IJR and SCHA. Large cap value is above 14% halfway through the year. ETFs like VTV and SCHV reflect this.
I see SCHD and VTV as not only quality dividend funds of a value base, but also decent growers with each gaining an inflation adjusted 9% per year over 10 years. They also win when SPMO doesn't, so I'm creating more winning days and months with this approach. SPMO is the volatility lean, wins big when the S&P is up and not so much when it's down. SPMO rebalances and reconstitutes twice a year to try and rotate to winners consistently. I guess I could look for value based mutual funds vice ETFs, so maybe I'll take a look just to see how they might compare to SCHD and VTV.
Thanks for this response and explaining your thoughts. I guess I am being reasonably aggressive but anchoring with stability using SCHD and VTV. This setup helps to have a winning solution more often than not. SPMO is pretty volatile, yesterday the S&P was near breaking even, yet SPMO was down 2.89% because of the weighting currently. On days where the S&P is up 1.5%, SPMO will likely be up 4.5 to 5%. I do understand dividends and that's why I am choosing SCHD and VTV as a value play with decent growth but also winning when SPMO isn't. They compliment each other quite well. As u/gbdgdh pointed out, this setup beats VTI only, VT only, and 70% VTI & 30% VXUS. With a worst case drawdown of -18.5% over that 10 years, which recovered in roughly 4 to 5 months. Maybe the title is a little confusing, but I'm not trying to go so aggressive that I lose my ass with extremely volatile assets. SPMO gaining an inflation adjusted 382% since inception in 2015 is pretty darn good. SCHD and VTV are up over 150% each on total return during the same time period. Given my 10 year timeline, 382% and 150% each in SCHD and VTV sounds pretty good. Given the 10+ year history on each of these, I think they are pretty solid quality ETFs. Lastly, and the real key here, I am all set with my 401K and taxable. Taxable should be generating $60K+ in passive dividend income without selling a single share, then my pension and social security will have me in the $130,000 income range without touching my 401K. I will then begin Roth conversions of the 401K to reduce RMDs. If this Roth plan gains as well as I hope, I may rotate out of dividends in my taxable to reduce tax hit and use the Roth for tax free income. As I said, I'm doing well for myself, so retirement shouldn't be an issue.
Volatility isn’t done yet. It’s a buying opportunity under $1150. Strong buy between 850-1050. Hold and evaluate if the stock falls under 800. That’s my strategy to reduce cost basis and maximize gains. The most conservative fair value is $1350 (with cyclically concerns baked in). If not, it’s clearly a $1500 stock once the kospi and Iran tensions subside. None of the big name institutional sellers are selling the stock, in fact, they’re are and will be buying more. It’s currently the largest position in $VTV, and the second largest holding in VTV is half the value of MU. “Be sus when things are bussin. Be bussin when things are sus.” \- Warren Buffet
Probably because the largest holding in VTV is MU which is up nearly 300% ytd. INTC is another top 10 holding, up 230% ytd. CAT is yet another top 10 holding, up 75% ytd with a pe of ~50 and pb of 23. What passes for "value" these days is a real headscratcher tbh. Christ just look at WMT the poster child of "value" with a pe of 40 and pb of ~10
My thoughts are: 1. This is too complicated for such a small account. And maybe for anyone. Personally I would just pare this down to a three fund portfolio: a total market, an international, and then anything you want to specifically target. 2. There is a decent size amount of overlap with 5 equity index funds: One total market, 4 that basically are segmented as size. Your end effect is basically just a general 80% US market portfolio with some weighting towards large cap (but both growth and value) and semi-conductor. I haven't loaded your portfolio into a tool to check but I'll bet you have some company that you have more weight in that you expect because of fund overlap. 3. I'm not sure 4% in SMH does much for you. Every major company is present in both VTI and either SCHG or VTV. Does this small allocation in a recently popular industry really represent something meaningful for you. 4. I assume your brokerage allows partial shares and has no transaction fees. If not, you may want to consider the equivalent mutual fund instead.
You can simply rebalnce your equities to get 30% to 50% into boring Value VTV and another 20% to 30% in cash, SGOV + JAAA at least 5%, reducing tech exposure to less than 20% and increase ex-US to 50%.. Even during the lost decade Value performed better, while sp500 and nasdaq were flat for almost 13 years...
Is buying a large amount of VTV a good way to diversify from tech as my portfolio is heavily invested in tech. I aim to put 4-6k a month into VTV and VEU to get diversify.
Value stocks are holding up today. Right now SCHD is up and VTV is just barely down.
If you are young, it is better to invest as soon as possible. You can always save 10 to 15 percent cash ($40,000 to $60,000) in SGOV to buy the dip on market corrections. Invest in a broad S&P500 index like VOO or VTI. You can also invest in some portions in growth and/or value ETF because they can outperform S&P500 in some years. I like SPMO for momentum factor and VTV for value factor. How aggressive you want to invest depends upon your goals and time horizon. If you throw it all into the VOO, you will make around 10 percent a year just matching the market ($40,000+). You can lump sum or DCA. Whatever gets you to start investing, do it!
Vanguard Value ETF (VTV): Excludes growth-focused megacaps. This fund relies heavily on steady financials, healthcare, and energy companies. Consumer Staples Select Sector SPDR Fund (XLP): Provides exposure to companies that sell essential, day-to-day goods. It contains virtually no tech or AI holdings. Vanguard High Dividend Yield Index Fund (VYM): Tracks a broad basket of dividend-paying stocks outside of the tech space. Invesco S&P 500 Revenue ETF (RWL): Weights S&P 500 companies by their actual revenue rather than their market capitalization. This heavily dilutes the impact of overvalued, AI-driven tech stocks.
There are thousands of non-ai related stocks that are reliable. Something like VTV isn't a bad pick. It's a value ETF, the only AI stock in the top 10 holdings I see is micron. Another option might be something like RSP which is an equal weight S+P fund. It'll heavily underweight stocks like NVDA relative to the standard market indexes. It's very difficult to completely avoid AI. All large companies are going to be using it. So even if you invest in Home Depot, some part of Home Depot is using AI. Also I don't see the moral dilemma. LLM's are a tool, just like search engines.
all index funds will hold SPCX, and we'll be at risk if insiders sell off during this overhyped IPO. Considering switching from VTI to VTV. What's your opinion?
Not comfortable recommending individual stocks. VTV ,DIA, IVE Oakmt great long term hold but seriously lagging the last few years. Take at look at it's holding.
Vanguard value (VTV) excludes a lot of the hot stocks, but you need to consider that those top companies are also the most successful.
> QQQ and NANC for VOO Genuine question: if you really believe it's a massive bubble, why not something like RSP instead of VOO given that equal weight has about 14% less allocation to tech? Or even something like VTV with even less tech exposure?
Ah, looks like VTV follows a different index than I thought. IWD looks more reasonable. OP said they had no problem holding Mag 7 stocks other than Tesla. IWD does that.
I would encourage you to go look at the actual holdings of those specific ETFs if you want a good chuckle. #4 and #8 on VTV #1, #4, #5, #6, #9, #10 on IWD. If you want to play the game OP is asking about, you better get more creative. OP -- If you're asking this question to reddit, you don't have a clue. Buy your VOO and go live life.
You're basically describing wanting a value lean. Id just add some VTV.
Couple of things to think about to stay in US stocks but reduce exposure to the big AI scalers and Mag 7. Reduce VOO and shift some to VTI. Broader set of companies. Or shift some to RSP-a fund that is equal weighted. Or consider some VTV, value fund as a way to downshift your exposure.
VTV only dropped 1.4% compared to 3.8% for VXUS and 2.6% for VOO. So international market got hit the hardest. Energy stocks might be holding up VTV
Thought VTV would save me, heh. We all bleed.
VTV and VXUS should be safe
Depending on your state tax situation, SGOV would be a better place for your 12-month fund Safe and maximize income is a challenge for the 100k JAAA PIMIX SCHP VCSH IEI all "safer" but capping growth below 5% VOO VTV more upside and downside
Correction: *Some* Vanguard funds. #1 ETF VOO is S&P 500 and some others are Russell. But VT, VTI, and VUG are absolutely CRSP. VTV is too, but there's no way SpaceX is a "value" company. VXF isn't CRSP, but almost by definition includes stocks excluded by S&P 500; for years, Tesla was its largest component. The idea because using CRSP was to wiggle out of the fees S&P wanted Vanguard (and thus shareholders) to pay. But this is a side effect of that.
Not even true. Historically Dividend and Value ETF's crash just as hard, and often even harder, than the S&P in real downturns. Take a look at the max draw downs in '08 and '20 for VTV, VYI, and VIG Vs. SPY
I’m approaching 10% in cash, money mkts, for that reason. VTV won’t crash as hard and I’ll rotate out of it at that time. I did the same with schd back in April, different ways to buy dips. Bonds sure haven’t been helpful during recent dips though.
Space X, open ai, and Anthropic just filled to go public today. Who doesn’t love the opportunity to invest in trillion dollar companies so private equity can cash out? Dfus, Vxus and VTV for me. I’m not greedy enough to keep playing this game without cashing in some of these chips.
VTI is whole (US) stock market, and VT is total world stock market. that will make SpaceX a smaller piece. but these "every single stock" funds are much less picky. they let in new entrants after 5 days, and have operated that way for years. if you switch now you will end up getting SpaceX sooner. VTV is a value based fund. if SpaceX is classified as "Growth" it will not be there. it is in either VTV or VUG. i expect them to follow the same rules as VOO since they are VOO split in two pieces, but i have not confirmed this. you may want to go to actively managed funds if you are trying to outsmart the market. or use options to offset the SpaceX and Tesla stock. buy a put and your downside is limited but it will pay off big if the stock drops.
JFC The joke: 0 exposure to Space X VTV: value companies that make money...so not Space X SPLV: companies with stable pricing... so not Space X
How the hell is space X going to kill a utilities based etf like VTU? Or energy based like VDE? Or real estate based like VNQ? Or financial based like VFH? Or value based like VTV?
VTV includes MGV stocks, why would you overlap?
VTV and chill. I’m with op on Dfus for S&P exposure that will avoid ipo’s
I have a position in VTV specifically as a hedge against tech.
AVLV or VTV or SCHD will all help diversify your large cap US to diff extents and differently
I’ve been buying VTV and IVLU right now. They seem a little less disconnected fundamentally. They are both value ETFs so you won’t get face ripping gains, but I find them quite comfy.
Time to TLH! I bought into SCHV right before the dip. Sold my position somewhere near the bottom, bought into VTV. Since the recovery, I'm net up + the nice little tax benefit.
Is holding both VTV and VIG in a single portfolio redundant, or do their underlying screening methodologies offer distinct enough risk-mitigation to justify holding both?
Yes, I own a ton on Vym and VTV too. Schd has ran enough I’m not adding here. VGT is a sell too
Can you buy, please? I just want to load up VOO and VTV at better prices.
I know you said you’re more interested in individual stocks, but you could just go with VTV for diversification. It’s only 8% tech and you can just not think about that part of your portfolio. You did well picking your own growth stocks stick to that and let the boring stuff work itself
Final adjustment. Im now holding only hold MSFT, PLTR, NVDA, VOO, VTV, SCHD, SCHY, QQQM, RKLB, MLPI, TSM. I think this aligns with my goal to be growth and Dividend focused. Planning on primary increaseing the ETF's, reinvesting any dividends, and growing the single stocks over time. As I invest more Thanks everyone for the advice. Any other or additional advice is welcome as well.
Not sure about what would be available in Europe, but there are ETFs like VTV that only hold stocks that fit certain value criteria. Avantis has some good ones that are actively managed for a reasonable fee. Any broad market index fund is going to be skewed towards tech, so if you want a value tilt I would look specifically for value ETFs
1st: talk to a financial advisor. If you have a Fidelity or Schwab account you can get free counseling. 2nd VOO and SPY are essentially the same. Diversify into something that isn't overlapping with them, like VTV or SPXT. alternatively VT (world) or VXUS (companies outside the US) might be good too. 3rd: Avoid individual companies initially. If you want to learn, start paper trading for a while. Again, you can "fake buy" stocks with Fidelity and Schwab as well as access a plethora of their information online.
Dang. This is quite a list. I would keep Microsoft, Netflix, Service Now, Tesla, Mercado Libre, Palantir, Taiwan Semi, Rocketlab, Lulu Lemon, Shopify, Applied Optoelectrics, Astera Labs, Credo, Coherent, Lumentum, and Nike. Then sell the rest and roll available funds into a broadmarket value ETF like VTV because going all in on a few stock sectors in these amounts is way out of alignment with my risk tolerance.
SPMO and VTV. add in some VEU for pan pacific. moon
horrible formatting. instructions unclear, buying VTV instead.
returns are horrible for SCHD compared to any SP500 index fund. Its not even close. Even a factor etf like VTV will wipe the floor with SCHD
Generational wealth has historically been built in one of three ways: 1. over generations; 2. Off the backs of others (serfs or slaves); or 3. it was stolen. Don’t worry about generational wealth. Focus on investing for your lifetime and perhaps for your kids to have a good start (e.g. college/house fund). I’d recommend a broad based ETF like VT for you, perhaps a value fund to start, like VTV. Just understand these are crazy times. You could see your $20k halved this year. But then it could become $25k in 6 months. You never know short term.