XMHQ
Invesco S&P MidCap Quality ETF
Mentions (24Hr)
0.00% Today
Reddit Posts
Mentions
Me? I'm not super concerned about volatility, as long as I think the underlying arrow is upwards. As it mostly has been. It's the rest of your post where I'm simpatico. In short, given the current economic and governance policies, it's not clear to me-- especially in the US-- that the arrow will continue to point up. We're giving up being the reserve currency and the "safe investment" so money that had formerly been flowing into the US markets won't necessarily do so in the future. Part of my problem is... I don't know where else to put my money. Every non-US fund I see looks to have the same losses as the S&P 500 (most of my money is VOO; I have an impulse to diversify and am afraid of future performance of US markets) with much less upside. Maybe that's not relevant any more and I should just pick one (I had VXUS for a while but was unimpressed-- I kind of switched it for XMHQ but am still unimpressed, so seeking other options). But looking at VEA, VEU, VGK, and VPL-- none of them have done great. So-- I guess I'm riding it out, at least for now?
Someone wanna tell me why XMHQ is down over 5% after hours?
Lots of comments already, but since no one has mentioned it, I'd say I think you're missing a mid cap fund. I like XMHQ. For financials, I prefer VFH over XLF.
I still don’t understand the momentum factors. Wouldn’t any fund that tries to target momentum be inevitably late to the party? I considered XMHQ over XMMO for that reason.
Im fine with that tbh, and I think you should be too. Youre already diversified to well over 1000 companies. 500 large/mid caps via S&P500, iirc theres over 700 in AVUV in the small and micro cap regime. Its not important to blanket absolutely every stock. XMHQ holding small cpas will just tilt you a bit more to the small cap factor, and when couple with profitability that should be a good thing. Im not sure how XMHQ goes about its quality factor, but I would want to make sure their systematic risk exposures align with your goals. Quality isnt a free lunch, it cant be otherwise the market would wise up to it and arbitrage it out of existence. Deviating from the market this way should be riskier. Since inception, XMHQ has only outperformed a simple mid cap market cap weight index like VO in the last year. Thats why everyone talks about XMHQ now, because it went near vertical at the beginning of this year. https://testfol.io/?s=lo92WvurkXZ
Thanks for the feedback. I'm new to this so I'm very much still learning. For XMHQ should I disregard the fact that its current composition seems to be 57% small cap and around 42% mid cap currently?
Bro, you gotta dump IMCG. XMHQ is already basically a midcap growth fund. Being a "quality" is such a marketing term. Every "quality" factor is different for each fund manager. Typically, the core underpinning is some application of a profitability screen and a treatment of "intangibles", such as how the RAFI index would account for them (brand moats, IP, regulatory environment, ceo gravitas, etc). Average p/b is still really high on XMHQ like it is on IMCG (better to have a lower p/b if youre targeting higher stock returns), but IMCG is just a shitty idea no matter what considering the opportunity cost. If you buy into this quality factors concoction, keep it, tilting to gross profitability should improve portfolio returns under the CAPM, but just a growth fund like IMCG sugg bowls.
I personally go with the following in order of biggest percentage to smaller. VOO, VGT, VYM or MGV, XSMO, XMHQ, AVUV. I only own ETFs I'm willing to add to each week and over the next 5 years. Full disclosure I just added XSMO, XMHQ, and AVUV this year to take advantage of the rate cut cycle that will impact mid to small companies over the next 2 years. With you being so young you could handle risk if you're a long term investor. Advise - Do NOT sell when things drops out ...increase your investments if you can. Example being Oct/Nov/Dec 2023 was a GREAT time to really drops some cash into your investment. Realizing you can't chase the market but you can damn sure take advantage.
AVMV is more value tilted than XMHQ. You can see by their equity fundamentals where XMHQ is a p/b above 4 and AMVM is in the mid 2's. XMHQ is targeting a growthier "quality" strategy which seems to prioritize metrics like cash flow growth, while AVMV excludes more growth priced assets and then does a cofactor screen on profitability. Data only goes back to nov 2023 for comparison since AVMV is new, but theyve returned fairly similarly as of today. XMHQ is smaller cap tilted than AVMV. XMHQ is 50/50 small/medium expensive company tilt while AVMV is 75/25 medium/small value cheap company tilt. XMHQ is by far most tilted to the industrial sector, while AVMV is most exposed to financials (a common source of riskier cheap profitable businesses).
I'd go with XMHQ for growth potential!
Maybe try some classical ones like VOO/VTI or even VT if you want international. There's also AVUV for small cap and XMHQ for mid cap, those are pretty balanced between sectors. If you don't like those ETFs, then I would get some additional sectors.
There are fairly valued etfs right now. For example, I am balanced across a handful of funds... some at a higher pe and some very fair. SPGP (fair value), IVV (largest position from 2022 and of questionable value), SCHD (fair value), XMHQ (undervalued), VO (slightly overvalued now imo), JQUA (Despite higher value, I like quality). I hope that helps. You might consider holding a larger, long treasury position like EDV if you are concerned about recession. And entering back in on more fairly valued etfs. Mid caps look good if economy stays doing well. I have a large position in mid caps, and 20% long-dated treasuries (EDV, VGLT, LTPZ). You're not wrong in feeling caution, which is why you need a plan you can stick to and to focus on the long-term.
trying to sell covered calls instead of doing CSPs on XMHQ was definitely NOT the move.
I am in the red for SMH and XMHQ and in the green for SCHG and AVUV. I have not looked at my portfolio today so tbh I might be in the red for all of them. Im just worried of triggering a wash sale
VOO- fine QQQM- just makes FANG a bigger a chunk of your portfolio. Will do shitty when the tech bull run is over. SCHD- seeking out dividends through and ETF is senseless. Total returns are all that matter. XMHQ- 0.25% ER is a little high. If you want mid cap exposure, why not just get VTI instead of VOO? The ER is 0.03% COWZ- looks like some sort of factor investing bullshit. ER of 0.49% is high. Looks like an expensive gimmick. AVUV- again, if you want some small cap exposure, why not just get VTI instead of VOO? SCHF- fine I would scrap it, and just get a regular 3 fund portfolio. US, international, and bonds (if you want bonds, depending on age). Maybe a small cap value tilt with AVUV if you want to roll those dice (small cap value has, if viewed over a long enough time frame, slightly outperformed the total market, but is not guaranteed to do so in the future. Something like 60% VTI, 30% VXUS, and 10% AVUV.
Too many funds. VOO + SCHD + XMHQ + AVUV = VT VT/QQQM (if you want to overweight) is all you need.
All the holdings in QQQM, SCHD, and COWZ are already in VOO. This is essentially 80% large cap, 10% mid cap, and 10% small cap. I'd just stick with VOO, XMHQ and AVUV. You'll also probably want to add some bonds and foreign stocks.
XMHQ is also great in the midcap space.
QQQ is an ETF which bundles the top 100 NASDAQ stocks. So GOOGL, AAPL, NVDA are going to be in the QQQ ETF. As a fellow youngin like you, I would suggest a portfolio full of ETFs rather than individual stock. If AAPL and NVDA go down, QQQ is going down as well since its weight in the ETF is heavy. Not much diversity in your portfolio which is super risky. A lot of it is tech related so if tech stocks go down, your whole portfolio is going down. I’m 22 and here’s my portfolio to give you an idea. (I’m not a financial advisor so please take what I’m saying with a grain of salt). VOO, QQQM, XMHQ, AVUV, VXUS, BITO. These six ETFs were my picks that fits best for my goals. I’m still young and have a high risk tolerance so I wanted to expose myself to mid and small cap ETFs and a Bitcoin ETF. VOO and QQQM are my large cap ETFs and VXUS is my international ETF. My portfolio is exposed to multiple sectors of the stock market. If a certain sector in the stock market goes down, it won’t hurt my portfolio as much. If you do plan to go this route or change your portfolio, don’t sell anything just yet. Just start a new recurring investment into the new assets you want to invest in. That way, taxes won’t hurt you and you don’t have to reallocate any assets / money. Good luck to you my friend and learn as much as you can!
I like OP's strat, XMHQ is also a good choice for some mid cap exposure. [Writeup](https://borncrisis.com/blog/should-you-buy-xmhq-the-best-mid-cap-growth-fund/)
These responders are insane. Put your money in VTI/VT in general. ETFs should be the way to go. Stocks are very high risk to be putting all your money into. If you want to be a little bit more risky for more gains: [look into XMHQ](https://borncrisis.com/blog/should-you-buy-xmhq-the-best-mid-cap-growth-fund/) as interest rates begin to fall. In general, though, put 70+% into a diversified ETF. The last 30% you can fuck around with stocks if you want. Avoid penny stocks and understand the companies WELL if you buy. If you're curious about any of [these stocks], if you vote in the poll we'll do a writeup on the top pick.
As someone who’s now 22 and started investing at 18, my best advice is learn, accumulate knowledge, and learn some more. Honestly, just now I feel like I’m really starting to invest. Those years (18-21) felt like a trial run. Honestly, I wish I learned more back then to maximize my time and gains. Keep learning, the more knowledge will allow you to acquire more tools under your belt to make a profit. It will allow you to make better trades and discipline yourself. If you don’t want anything to volatile, pick out blue-chip stocks or even better, ETFs. You can make an ETF portfolio including large, medium, and small-cap ETFs, and an international ETF. For example, my portfolio consists of VOO, QQQM, XMHQ, AVUV, VXUS. You can do a “set it and forget” portfolio. For the crypto side, it’s very volatile. However, it’s a good opportunity / tool to have if you ever see an opportunity rise to make money on the crypto market. Whatever you learn from the stock market uses the same principles in the crypto market.
S&P500 index is mostly large blend. if you want to diversify, you can add some small or mid cap funds. AVUV is popular for a SCV tilt. small cap funds like AVUV have gone up since the Large Cap funds started dropping. of you could diversify into some international funds. VXUS or similar. I use AVNV for my international exposure. I have VOO for Large Cap Blend AVUV for SCV XMHQ for mid cap (quality tilt) AVNV for international Or you could just go with an total market type fund like VT which has a bit of everything.
Yeah I've been loving it. I bought a significant portion of XMHQ/AVUV (small/mid caps) (like 30% of my portfolio) a couple months ago since I was reading that they typically outperform large caps. Interest rates were high so I bought em, and the rate cuts did indeed have the effect on the stock prices I expected
I invest in XMHQ, which has about the percent in its holdings that I believe in Celsius for. On the other hand, why does flavoring matter? I don't drink Celsius but God are my friends so damned loyal to it. No, they can't describe the taste but they unequivocally all believe it is the best.
Just chill out. Stocks went up like crazy yesterday so it's just "correcting" itself. They'll be up sometime, maybe tomorrow but probably Monday if I were to guess. AVUV/XMHQ are NOT down (mid caps and low caps).
People use QQQ or QQQM as a tech etf. Which yes, it's heavy tech, but is actually a growth etf. At one time, i held it. I hold SCHG now, and personally, I think it's better and is currently outperforming QQQM. I hold my S&P 500 and international in my 401k. In my Roth, I invest in whatever I choose and never invest the same as 401k. SCHG, IUSV, XMHQ, and AVUV. It works for me and fits my strategy.
Hey Reddit community, I'm 26 years old and new to investing. I would love to get some feedback on my current investment portfolio. Below are my holdings along with the amount I invested and the share each holds in my portfolio: - **VOO** - $262.38 invested - 25.89% - **SMH** - $162.36 invested - 16.32% - **NVDA** - $147.37 invested - 15.91% - **AAPL** - $139.92 invested - 14.44% - **XMHQ** - $112.42 invested - 11.15% - **MSFT** - $74.87 invested - 7.35% - **GOOGL** - $50.00 invested - 4.92% I feel like I have a decent mix of ETFs and individual stocks, but I'm unsure if I'm diversified enough or if there are any red flags I should be aware of. I appreciate any advice or suggestions on how to improve my portfolio. Thanks in advance for your help!
XMHQ (mid cap quality) YTD is extremely comparable to the returns of the S&P 500 with no NVDA. In fact I barely know it’s top holdings.
XMHQ has been around a lot longer than a year
Since XMHQ came into existence just under a year ago, the total return of these four funds are all over the place: +23.11%, +13.78%, +17.6% and +33.99%. It is a waste to spend more than one second thinking about .20-.25% trivia.
Also, the people saying VXUS are beyond ridiculous. It’s returns are crap. As a 20 year old, please take a bit more risk. I’m 23 and currently hold FXAIX (S&P 500) in my Roth, and in my brokerage I have AVUV (small cap), XMHQ (Midcap) and SMH (AI). Risk is something like SMH, which is mostly NVDA with other semiconductor stocks. I believe that AI will be way bigger in the future then people give it credit for and will one day be the most important creation to this day. A lot of people think it will simply be used as Chat GPT. Risk tolerance differs, but since 2011, VXUX has had a 22 percent gain. Year to date, SMH has had a 41 percent gain. There hasn’t been a single person on Reddit who has convinced me of VXUS and all they ever say is “can’t base off past performance”. Well, they are the people who have had a 22 percent gain over ten years while people who strictly hold VOO, another S&p etf, have had a 300 percent gain. If you are confident in US companies, please just go with S&P and take some risk as well
Opportunity cost analysis: Will a diversified portfolio with factor tilts at 85% of the initial capital outperform Chevron, a volatile, idiosyncratically biased O&G focused company? Yes. You should sell Chevron, take the 15% capital gains tax hit (save that money from the sale, or use your earned income to pay the tax in April) and then invest in a diversified factor tilt portfolio as you laid out. AVUV, XMHQ, VOO, these are great buys for long term compound growth. Do you really think Chevron will be at them? I'm in the midstream O&G industry and Chevron is not a major player in the energy transition. Even though nat gas and gasoline aren't going anywhere anytime soon, Chevron isnt poised for what's next (decades in the future). Diversified value and diversified profitability (megacaps growth) are better places to be long term. Sell and rebalance.
I have a TSP with 100% allocation to the C fund (65% of my total portfolio). I max it out. I just opened a Roth IRA and brokerage account and between the two I’ve added 10% XMHQ (mid cap quality) 5% AVUV (small cap value) 10% XLK (tech sector) 5% FBTC (bitcoin spot) and the rest FSELX (semiconductor etf)…..and oh yeah about $200 a month into TSLA. I have no experience in this but after the last 7 days of looking around, that’s what I came up with. I have no international exposure and I’m ok with that.
SPY is 25% large tech stocks which have been inflated due to AI, as long as you accept that risk then SPY is good. Other options would be some split of VOE, XMHQ, HDV, VWO, VEA.
Okay, what about something like AVMC instead of XMHQ, would it still fall to the same downsides?
Did you look at XMHQ chart?
Please rate my portfolio. I have just started seriously learning about investing and hence need honest advice. **About me:** 32 year old, working in tech (have ESOP and also contributing to pre-tax 401k and ESPP). Married and wife also works in tech. **Individual investing account:** Contributing $1800 every month into this. Targeting an aggressive growth mix. Any thoughts? || || |BKCH| |FTEC| |SMH| |SMIN| |TRFK| |VIG| |VOO| |XMHQ|
Please rate my portfolio. I have just started seriously learning about investing and hence need honest advice. **About me:** 32 year old, working in tech (have ESOP and also contributing to pre-tax 401k and ESPP). Married and wife also works in tech. **Individual investing account:** Contributing $1800 every month into this. Targeting an aggressive growth mix. Any thoughts? || || |BKCH| |FTEC| |SMH| |SMIN| |TRFK| |VIG| |VOO| |XMHQ|
Hi, please review my portfolio. I am 27 years old living in the US, and I invest around 600$ monthly in the below etfs using a taxable brokerage account... QQQM 35% VUG 25% XMHQ 20% CALF 10% AVUV 10% I also have 400 dollars going into an S&P 500 index fund for my Roth 401k. Im investing for retirement, so I have a long-term view and expecting aggressive returns. Please suggest any improvements to my strategy.
I feel like a pussy reading how Tech based most of the ports here are compared to mine. ​ DGRW - 6.7% - Large Cap Growth + Dividens FDRXX - 35.33% - money Market FENY - 4.98% - Energy QQQ - 18.49% - RSPD - 3.16% - Leisure and Travel XLI - 13.57% -Industrials XLV - 12.32% - Healthcare XMHQ - 5.44% - Mid Caps