XMMO
Invesco S&P MidCap Momentum ETF
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It has been since inception because they follow different indexes. I think momentum is a great hold for long term. Look at how XMMO has performed since 2008. Momentum investing has a lot of research to back it up as a solid strategy. SPMO rebalances semi-annually and MTUM rebalances quarterly. That could be beneficial in a bear market but MTUM follows more large caps because of the index compared to SPMO which only follows the S&P 500 Momentum Index.
I also have a much simpler go to strategy as well. 25% VONG, 25% VIG, 25% XMMO, and 25% IDMO. These give exposure to growth, dividend growth, mid/small cap, and International ETFs.
Sure thing - it's a pretty simple one working on statistics and fundamentals. Essentially I took the math behind S&P Global's momentum indices which is publicly available and tweaked it to suit my needs. Instead of applying it to the s&p500, 400, 600, and whatever their international variant is called, I fed it data from Morningstar's stock selections for the US portion and their international one with a filter to only include stocks that can be traded on the US exchange(a whole lotta ADRs basically). It works well enough on international markets based on testing but that opens up a whole tax based headache and I ain't about that life. I also dumped sector filters limiting how much of any given sector could be included. Large Cap is explicitly 50% value and 50% growth, mid and small cap are each blend, international is blend. This is still leaning towards growth tech at the moment but is more balanced than the S&P500 overall. Checking which companies to include in the portfolio occurs once a month but changing out one for another only occurs with great enough shift in the metrics. For example a signal occurred recently to change out MA for NFLX but the signal was so slight that no actual adjustment was made. A full capital rebalance happens annually for tax purposes, ongoing balancing through the year is basically just buying more of laggards to bring things back into line. As to how this was developed - I decided I liked SPMO and XMMO and wanted to see if their strategy worked on other stuff - it just popped into my head one day when I went "hmm what about a NASDAQ-100 momentum index?"(QTOP basically does that). The coding portion is pretty simple. As far as pointers and resources, I cant really help you there. As you can probably guess by the rest of this comment I'm basically piggybacking on people smarter than me.
checking in 5 months later, XMMO has NOT beaten the SP500 at all. SPMO has pretty consistently beaten it over both the 1yr and 5yr. AVUV has gotten absolutely crushed by the SP500.
FMDE get a Gold rating from Morningstar, while FRTY gets Neutral. FRTY returns were in the top quartile last year, but the bottom quartile in both of the two previous years. FRTY has 1 dollar in assets for every 30 dollars in FMDE. FRTY's net expense ratio is 2.5x FMDE's. You can make similar comparisons for XMMO or dozens of other midcap funds, but the reason you have an adviser is to do this research for you.
\> What’s appealing about FMDE vs IVV or SPY? It's a different group of stocks, midcaps versus large caps. If the advisor thinks midcaps will outperform going forward, that is their job, to decide stuff for you. However, while picking midcaps for some of your holdings is a reasonable idea, you could ask why FMDE versus FRTY. FRTY has done +27% the past year to FMDE's +9%. XMMO is another option.
I’d keep it simple - put it into a few momentum ETFs and forget about it. You’ll get exposure to the strongest-performing stocks without having to pick them yourself. Something like SPMO, XMMO, XSVM etc.
I’d keep it simple - put it into a few momentum ETFs and forget about it. You’ll get exposure to the strongest-performing stocks without having to pick them yourself. Something like SPMO, XMMO, XSVM etc.
Sadly the paper looks at the Momentum strategy as it was originally defined as, and not as it is usually implemented in ETFs. The paper warns of Momentum crashes, which do not exist to that extend when you implement Momentum without its short leg (you remove the whole shorting the losers part). Momentum without its short leg continues to outperform, for long running existing products see as example XMMO, if you accept backtests there is a Momentum World ETF backtested to 1993 which outperforms its index just like XMMO outperforms its midcap index
If this is your belief, XMMO, QQQJ, AVUV
At 24 I’m doing: Tax Deferred: 4500-5000 equities 40% SPTM | 40% SCHG | 20% AVDE Roth: 400 equities 40% SPMO | 40% XMMO | 20% IDMO
I do a multi-factor portfolio with a mix of momentum, quality, tech and size/value. SPHQ, SPMO, XMMO, IDMO, IGV, SMH, AVMV, AVUV, AVDV, LVHI, even split between funds. 20% quality, 30% size/value, 20% tech, 30% momentum. 70% US 30% international. 60% large cap, 20% mid cap, 20% small cap.
I mainly do 3 fund portfolios 40/40/20 One is SPTM/SCHG/AVDE One is SPMO/XMMO/IDMO One is CWB/JAAA/BIL
Compare MTUM to a combo of SPMO and XMMO though.
Not sure if this is right place to put this. I'm finally starting out investing and using retirement accounts. I've done a bunch of research. I've got about a 32 year time horizon. I've never really asked for advice about this stuff. Here is my allocation: Roth IRA (represents 40% of my total portfolio): 35% FNILX (broad large cap) 30% XMMO (mid cap momentum, overweighted here because I can't get this in my other accounts) 15% AVUV (small cap value) 15% FZILX (broad international, developed and emerging) 5% AVDV (international small cap value) Roth 403b (represents 20% of my total portfolio): 65% VIIIX (S&P index) 15% DFFVX (small cap value) 20% VTSNX (broad international, developed and emerging) Roth 401k (represents 40% of my total portfolio): 65% SWPPX (S&P index) 15% DFFVX (small cap value) 10% SWISX (broad international, developed) 10% DCEFX (broad international, emerging)
Sprouts and other lil MCs like it are why XMMO is good.
I started investing in my mid to late 40s as well. Since I don’t have a lot of time I don’t invest conservatively at all (I’ll either have the money in retirement or I won’t) so I avoid bonds, high dividends and large value. I invest heavily into tech because it has doubled the performance of the SP 500 over the last 30 years. Tech is very volatile but if you can get extra cash and invest when it’s down it will have even better. I have more faith that it will outperform everything else over the next 20 years. A very risky portfolio that has been recommended to me: 20% SPHQ, 20% SPMO, 15% XMMO, 15% FTEC, 15% IGV, 15% SMH. This will cover you in all phases of the market cycle but you’ll be betting on US outperforming international long term. I think that’s a fair bet because if international outperforms over the next 20 years you’re screwed unless you invest 100% international. So bet one way or the other. This portfolio will either get you the returns you need to retire in 20 years or it will do poorly. But in my opinion some money is the same as no money if you can’t retire on it, so it’s worth the gamble. At or near retirement if you have enough money built up, switch to 25% AVIV, 25% SCHD, 25% VOO, 10% SPMO, 10% FTEC, 5% XMMO. I’m sure 99% of people on here would disagree with me, but most of them have the luxury of taking a more conservative route and coming out on top no matter what happens because they either have more time or money to invest. Any other suggestion will work fine too if you have at least $2500 to invest every month.
What do you do?!?!?!!!??!? STOP. Buy VOO, AVUV, XMMO, and 2% of ur portfolio make IBIT and then grow up like an adult
Plenty of indexes on ETFs beat it consistently, they're higher risk like XMMO, SPMO, or AVUV or leveraged. If they can sustain it, maybe, maybe not. SP500 is a safe relatively lower risk index.
My Roth IRA is about to be all in on SPMO. Thinking to drop VONG and XMMO, although they are good and I believe in those ETFs, they aren't as good as SPMO. Fucking love SPMO.
I've been holding off on Roth IRA contributions into shit like SPMO, VONG, XMMO, until those super red down days. Got the dips pretty well this past month or so, and now it's paying off. Too bad my 401k gets automatic contributions every Thursday/Friday
Cool, thanks. Right now the Roth is all in on SPMO, XMMO, and VONG. Down 6.39% YTD but only around 4% total since it's still relatively new. Just been tossing $50 a week into it.
You may look into a World ETF. There is a reason many european stock markets are lagging behind the U.S., these do not change, even if the U.S. looks worse than before in the short term. You should also look into factors, I prefer momentum, look into SPMO and XMMO for that, SPMO is outperforming the SP500 since it's inception, but you need to look into that yourself.
I have invested around $500 in US ETFs just before elections in January , majorly in VOO , SCHG , VGT , SOXX , XMMO , AVUV. My portfolio is 18% down. I am from India so applying the conversion rate the invested amount is neither huge nor little. I also have 250$ cash ready for DCA if needed. Can anyone who has an idea about long term prospects suggest me should I exit all or wait for some weeks and average it out ? My view is long for etfs 4-5 yr min. Any advice would be appreciated. My goal was to diversify but uncle trump is making it hard. I am a student studying in india so capital is limited for at least 2-3 years.
SPMO 80% XMMO 20% I believe in the factor, any criticism?
I wouldn't promote something that I genuinely don't believe in, I don't like to go all in on tech just because everyone else is, so I prefer to look for alternatives that are going to yield great returns in a relatively safer way, while avoiding a tech bubble. And based on my research, I think mid cap momentum ETF like XMMO, is actually a great long term bet, considering it's been around since 2005 and survived multiple market crashes.
>The Invesco QQQ Trust (QQQ) experienced outflows of $950 million, while the Invesco S&P MidCap Momentum ETF (XMMO) saw $591 million exit the fund. The SPDR Gold Shares (GLD) recorded outflows of $480.8 million. I read this today and am not entirely sure how to interpret it. Last week, XMMO experienced the 2nd largest outflows of all ETFs. I'm a believer that now is a good time to transition into a higher percentage of mid and small cap stocks. XMMO has performed well among its contemporaries and has been on my list of funds to look at. But some apparently think that there are better places to be, and most are going into broader SP500. I've held a different midcap fund with similar holdings since the election, and it has tanked, down 11% when all my other holdings are in positive territory. # [https://finance.yahoo.com/news/spy-leads-core-trio-index-230023773.html](https://finance.yahoo.com/news/spy-leads-core-trio-index-230023773.html)
Tech is very volatile, I prefer mid cap like XMMO
You aren't wrong, Invest in XMMO ETF and you will be better off.
Look at SPMO and XMMO, XMMO has shown outperformance since inception, SPMO does not exist for that long
No single stock is worth holding long imo. Especially when there are so many great aggressive growth index funds like QQQ, SPYG, VOOG, VUG, VONG, SPMO, XMMO, XSMO, SSO All of these can easily net 20%+ in a good year
I should add to my previous post that mid and small caps are picking up steam. Check XMMO, XSMO, RWJ. Website for etf profile, returns, top 10 holdings. Alphahttps://seekingalpha.com
So building w/o using money from sale of existing home. OK, got it. Why not pay for landcaping and pool out of pocket also? So you want to open a taxable account? Nothing wrong with duplicating what you have been invested in. You can invest in dividend etfs, but ill-advised if you don’t need the income. Total return / growth will be better achieved with growth funds like large caps IVV, IWY, QQQ, SCHG. Mid and small cap good ones are XMMO, XSMO if you want to cover more bases. Schwab or Fidelity would be good to open an account. Customer service can lead you through it.
Thanks. You know a lot more than I do. Do you Have an opinion on the much talked about shift away from large cap growth to small and mid. XMMO mid cap momentum fund has shown some life recently, out performing SPY and large cap growth/tech.
Mix in some SCHG, VGT, XMMO and you're golden 
I immediately think of covered calls when you say "hedge". If you sell a call, you make money when the stock is flat or goes down by promising to sell to somebody if the price gets high enough. Essentially, you're temporarily selling some of your upside for cash and reducing your "delta" (an options term roughly meaning your exposure to price changes). r/thetagang and r/options have info in their wikis to help you get started. In my opinion, looking for short opportunities is looking for trouble most of the time. "Markets can stay irrational longer than you can stay solvent" and all that. As far as diversification goes, I'm big on having (a) global diversification and (b) market cap diversification. Stock standard international indexing gives you VXUS or your own blend of Emerging and Developed (SCHF and SCHE, for example). I hold AVUV and XMMO as my factor investing/market cap diversification plays. NTSX is awesome and it sounds like exactly what you're looking for as far as "sp500, but better resilience and less volatility". You could sort of get a DIY version by adding TMF to your US Large Cap holdings or playing with derivatives on bonds/bond ETFs, but just holding NTSX for some of that sweet, sweet risk parity juice is enough for me.
How do I acquire a stock using options? It is actually about two ETFs (SPMO, XMMO). Because of regulations, as an European I can not buy these directly, and want to use options to have them booked into my brokerage account. The options I saw have a multiplier of 100, so I would need to buy 100 shares if exercised if I understand correctly, but that is too much for me. Anyone has an idea how I can indirectly acquire those without having to buy that much? Thanks
No it hasn’t. AVUV +97.10%, SPX +103.84%, XMMO (mid cap momentum fund) +122.62%
My strategy is a bit of an oddball one. My S&P holding is a futures contracts so that i can put the rest of my capital in other ETFs(QQQI, XMMO, AVUV, IHDG) and I run a mean reversion algorithm to hedge when it reverses. I've got some cash in ANGL and SGOV as well. My background is in data science which I'm majoring in for school right now.
And XMMO had awful underperformance in the 2010s
Invesco also has mid-cap Momentum Factor ETF that is out-performing. XMMO
Do they want to go to college? That sum could definitely help with that as a form of investing in themselves. If you're set on investing in equities, however, I'd chuck it at a portfolio of IWL/XMMO/AVUV/IHDG.
I tried to not be too degenerate with setting up my Roth IRA, I followed the boglehead advice at first but eventually I changed positions into the following four ETFs, do you guys think this is reckless or is it diversified enough and stable for going long? 35yo and this is roughly 5% of income weekly auto buys. Also have 6% weekly going into vanguard target 2055 401k. Honest advice needed SPMO-50% XMMO-20% VONG-20% QQQ-10%
Right, but I calculated for that. The up's make it worth it for the downs, you just have to stay the course and leave emotional decisions out of it. SPMO is actually relatively stable, to go long on. XMMO is certainly more volatile but performs well over time if you're long once again, and the best part is there is zero fund overlap between those two, so diversification is there. VONG and QQQ kind of put the hurt on me because they essentially overweight me in certain big name blue chip stocks which are normally winners and that's good, but to say it one for time for the people in the back, YOU GOTTA STAY THE COURSE, when you go long.
I think I might have fucked up my portfolio. I thought I'd swap out my IVV (considered a safe s&P500 ETF) for something more aggressive, SPMO. Also did that for mid caps with XMMO. Then just VONG and QQQ for growth and tech. Market decided to take a shit so I'm just about wiped out of all my gains from the past 6 months in the Roth IRA. I don't even care, I can't touch it for decades so I'm just gonna continue throwing money at this dumpster fire.
🤣 I adopted this strategy as well, although I do something like 40% into a core s&p500 ETF although fuck that I use SPMO, and then XMMO for mid caps, VONG for more growth and QQQ for even more tech exposure. Aggressive yet diversified technically. Just overweighting the winners is all.
Right, I've done some research that suggested SPMO could replace VOO since it's the top 100 stocks based on semiannual rebalances according to factors such as momentum, think of it like the S&P100. It's outperformed VOO consistently since it's conception. XMMO is the mid cap version. QQQ is tech heavy NASDAQ, and VONG is the Russel 1000 growth ETF. There is a bit of overlap between some of these but it's not extensive, just enough to overweight the winners and limit being bogged down by the laggards.
Ugh. Gonna be weeks before I like looking at my port again. At least I've got what I feel are solid long positions now. Roth IRA, tell me how degenerate does this sound: SPMO-XMMO-QQQ-VONG? It's meant to be diversified but aggressive, momentum based.
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.
The majority of the gains from XMMO was due to them having SCMI & Decker. Once those companies were added to the S&P, the fund slowed down tremendously.
If and when it starts to get moving, keep your eye on XMMO, it’s a great way to play small/mid cap stocks in a momentum fund. It moved a bit earlier after the election, but has been all over the place since then.
My time horizon is 2030 for the following stocks. I hold over 100,000 shares of each: LODE, ABAT, SXOOF, MNSEF. The prevailing theme is critical minerals. I only recommend LODE. And my positions are locked. Nowadays, I buy MSTR, XMMO, and SCHG.
I think your describing momentum investing which has a lot of research supporting it. Check out funds like SPMO XMMO. MTUM is another but seems to underperform it’s peers. They all tend to outperform the SP500 especially in bull markets.
Maybe XMMO? It’s a mid cap momentum ETF and is my preferred way to play small/medium sized stocks.
Just wanted to share my current portfolio as a swing trader. These picks are almost entirely based on Technical Analysis with little to no Fundamental Analysis, yet all have shown tremendous upside in at least the last 3 months with many being solid for more than 6 months. Hopefully, there is one here that peeks your interest. Just remember that many of these stocks are reaching the peek of their performance with little upside remaining, Please invest with caution. \[AKR\] Acadia Reality Trust, \[CNK\] Cinemark Holdings, \[CSCO\] Cisco Systems, \[EVRG\] Evergy, \[FDME\] Fidelity Enhanced Mid-Cap, \[FTDR\] Frontdoor, \[IUSG\] iShares Core S&P Growth, \[LNT\] Alliant Energy, \[NNMI\] NMI Holdings, \[XEL\] Xcel Energy, \[XMMO\] Invesco S&P Mid-Cap Momentum
Hi all! I am hoping I can get some advice on my investments as I am new to this. I currently hold a TDF fund (VFFVX) and an index fund (VIIIX) in my employer sponsored retirement account. Both are split 50/50. Should I leave it as is? or just do 100% on the TDF? Also, opened up an additional investment account for my passive income. I am looking for growth and not afraid of risk. Currently hold 60% VVO 20% XMMO and 20% AVUV ETFs. I put in 4k so far. Is this a decent spread? anything you would change? Thanks in advance!
I haven’t decided yet, I’m kinda just planning things out still. Looking at VOO, FZROX, and then need an international one. Someone mentioned to me about XMMO and TWN. So I wanna check those out too. But ya my plan is to have my initial investment in by the end of this or next month and then start contributing each week. I still don’t fully understand the stock market yet so definitely need to learn a bit more.
Hey everyone, I’m getting a promotion and am looking for advice on best ways to invest it. Some info about me: 28 years old, not married, no debt, and I rent an apartment. I currently have 66k in 401k, 48k in brokerage, 15k in Roth IRA, 5k house/emergency fund in HYSA. With my promotion I will be making $166k/yr and while my organization does not match 401k contributions, it automatically contributes an extra 10% of my salary to my account. My plan is to max out my 401k (60% to Roth and 40% to Employer Voluntary), invest $500/week in brokerage, and $100/week in HYSA. Here’s what I’m thinking for my brokerage portfolio: 40% SPLG 15% VT 15% QQQM 12.2% XMMO 10% XSMO 5% SGOV 2.8% BTC Curious to hear what you all think! My time horizon is 30+ years but I’ll probably look at buying a house in the next 5 years so I’m curious to hear if I should up my percentage of SGOV or maybe increase contributions to my HYSA. Would appreciate the advice, thanks!
Get out of cash. Plow as much as you can into VOO. Or get a little wild mix in SMH, XMMO, COWZ, CALF.
For US market, Invesco ETF has small-mid cap blend that has been crushing it. XMMO
SPLG > SPY (slightly lower expenses) It’s also prudent to invest globally, so put a good chunk into the Emerging Markets and Developed Markets ETFs of your choice. There’s also no reason to only invest in large companies; that’s also taking on uncompensated risk. Pick out an ETF that’s either broadly mid/small cap or a factor investing ETF like AVUV or XMMO.
My core holding is version of Russell 1000. That would consist of S&P500 + the next 500 mid caps. But to be honest, the mid caps don't provide much "diversification". It still shadows the S&P500. If you only hold S&P500 but want to expand into mid caps, I would suggest adding ETF ticker XMMO. It has been crushing it for last 10 years. However if your concern is potential for extended market down turn, then you need to add some "defensive" holdings. That could be bonds, utilities sector fund, bank loan fund, money market fund. That would reduce your portfolio volatility, but you then sacrifice growth.
Invesco ETF ticker XMMO. It is branded as Mid-Cap momentum fund. But if you study the composition, it is really 2/3 Mid-Cap, and 1/3 Small Cap. But it has been crushing all mid and small cap ETFs for last 10 years. Its great way to diversify away from S&P500.
S&P500 is great core fund. If you want to add something to "diversify" around that, consider mid cap momentum fund ETF ticker XMMO. It crushes small cap value, and international.
If you only have S&P500 index, then it could be good idea to add mid-cap ETF, to give you more exposure to rising companies. For example Invesco has ETF with ticker XMMO. It has been out-performing other funds. You mileage may vary.
Slowly buying some XMMO right now. Just lump summed into several index funds right before the dip (lucky me) and this is the best growth ETF I could find that is not super redundant with my current holdings.
Time is on your side. Since you are young, you have 30 years to ride out the market dips. Consider aggressive growth funds. For example: 45% Vanguard mega cap growth. ETF MGK. 45% Invesco mid cap momentum. ETF XMMO. 10% defensive like bonds or other. As you approach retirement age you can shift to investing more into your defensive allocation.
Cramer is smart and successful. I like listening to him. But he says lots of things that never happen. Small Cap Value (SCV) has been around forever. Its makes sense according to academic theory. But you need to have very long time frames, 25 years. I can't wrap my brain around that. If you want to catch the up and coming stocks, consider Mid Cap Momentum funds such as: ETF ticker XMMO.
Small cap value only works in academic theory. You will waste 25 years time there. Invest in Mid Cap Momentum instead. If small stocks become successful they will become Mid Cap. ETF ticker XMMO.
Are websites like Insight Portfolio credible? I ran a simulation on their website, and the anticipated return looks good over time despite being a little risky. [https://insightfol.io/en/magic/report2/272d70277a/](https://insightfol.io/en/magic/report2/272d70277a/) [VOOG - 40.05%](https://insightfol.io/en/magic/report2/272d70277a/) * VGT - 30.21% * SPGP - 14.75% * XMMO - 9.75% * VO -4.93% * BLOK - 0.31%
Hello, I'm 21M in the US focused on long-term retirement savings. My time horizon is within the next 25-30 years, and I am willing to take on more risks than usual. My current portfolio includes: * **Individual Brokerage ($10k):** 40% SCHG, 30% XMMO, 30% AVUV * **Roth IRA ($8k, this year maxed out):** 65% FZROX, 25% FZILX, 10% FXNAX In my Roth IRA, I follow a three-fund portfolio for simplicity and diversity, while in my brokerage account, I've chosen ETFs for broader market exposure across large-cap, mid-cap, and small-cap stocks. I'm a student that works part time for the university. I've budgeted well, have no student loans/other debt, emergency fund built. I am also able to contribute monthly (maybe even weekly) to these investments as well. I am seeking feedback on whether my aggressive growth strategy and sector diversification are on track for my goals. I feel as if I am not diversified enough within my assets. Any honest advice would be appreciated!
IWM (12.22%) > SPY (10.35) > WM (8.26%) > FSLR (7.32%) > XMMO (6.82%) \~ Position sizing. No explanation for my positions necessarily other than trying to own a sizeable portion of the main indices, related ETF's, and some individual names. Interestingly, only WM, XMMO, IWM are my largest positives. Largest top 2 earners with NXE & MU.
Well, best of luck. It truly is a casino, so play it as such. Keep the majority of your savings in safe shit like ETFs (XMMO is my current top pick), then have a few bills to invest in individual companies with solid business plans/models. Do your research. Every once in a blue moon you *may* strike gold. Also, if you exhaust that casino money don’t start dumping more in the casino pot. That’s a one way ticket to Wendy’s.
Great that you are thinking about these things! Always keep learning. At your age, I think you should limit your exposure to SCHD. While it's a great ETF, it's not going to grow like VOO. You could look to start moving funds into it when you hit 50 and want to start hedging against a downturn. I would also limit your international exposure. You somewhat get exposure with the S&P500 as most companies trade international (Apple in China!). The international ETF's just have not performed in the last several year. I know that there is a strong presence on Reddit that states that VXUS is a good thing, so you will have to make your own decision on that. I currently invest in SPLG (Large Cap Blend) (50%), SCHD (Large Cap Value) (20%), QQQ (Large Cap Growth) (10%), XMMO (10%) and COWZ(10%) for mid cap exposure. You could try upping your exposure to QQQ in place of SCHD. DCA, DRIP, and time in compounding interest are also key to long term wealth. Happy Investing!
I’ve been burned by SMCI twice now so imma say dump? I’ve decided to now enjoy SMCI gains through XMMO. Nice, steady, and less stroke inducing.
Does anyone have XMMO on their bingo card? Just wondering if it's getting a nice benefit from DECK and SMCI rn.
My XMMO etf has been doing pretty pretty good thanks to SMCI. Overall, I think this is gonna be a good year for small and mid cap.
One thing you can do is just look up the largest holders of a stock you like. Like XMMO has the largest allocation to DECK out of all ETFs. https://www.etf.com/stock/DECK Just make sure to check the expense ratios if you go with anything thematic, they tend to be a lot higher.
It sells the stock after it has risen. It is unknown whether it will rise more. The point is to own stocks that are small, not stocks that were small at one point. It sounds like you are interested in a momentum strategy that buys stocks that have recently been rising in hopes that they will continue rising. VFMO, MTUM, IMTM, XMMO are funds that do that.
What is with all the overlap? [https://www.morningstar.com/etfs/arcx/mgk/portfolio](https://www.morningstar.com/etfs/arcx/mgk/portfolio) [https://www.morningstar.com/etfs/xnas/qqq/portfolio](https://www.morningstar.com/etfs/xnas/qqq/portfolio) [https://www.morningstar.com/etfs/arcx/vti/portfolio](https://www.morningstar.com/etfs/arcx/vti/portfolio) Scroll down to the third section that says "holdings" and you will see that these three are Apple + Microsoft + Amazon + Google + Tesla + Facebook + Nvidia. Just not always in the same order. All the others are just as bad but the overlap does not show up in the top 10 holdings. You can use [https://www.etfrc.com/funds/overlap.php](https://www.etfrc.com/funds/overlap.php) and enter two of your picks in order to see what I am talking about. For example, 98.7% of XMMO is in VTI. Is there a purpose or a reason to this plan? Or maybe you just dont realize that these are not companies but are instead "boxes" that represent a list of companies and you never looked inside the box to see what they contained?
Critique my ETF positions: ​ MGK - 10% QQQ - 10% SMH - 10% VB - 10% VNQ - 10% VTI - 20% VTV - 10% VXUS - 10% XMMO - 10%
I feel like I messed up and am wondering if I need to course correct...? I'm 28 (US) and all of the following is for retirement hopefully by 56 or 57. In February 2021, I dumped $51,000 into a brokerage account with Fidelity after sitting on it / growing it for years and being apprehensive about an overpriced market. I lump sum invested in: XMMO (33%), SPMD (21%), MOON (12%), ICLN (12%), ARKQ (10%), ARKG (6%). Time in beats timing, right? Well, I basically bought all of these at their peak except XMMO and SPMD that have returned 3% and 13%, respectively. All others are down at ~least~ 26% and on the whole I've lost $12,000+ since investing. Additionally, I contribute the yearly maximum to a 401k across diversified bond (11%), international (20%), large cap (37%), mid cap (25%), and small cap (7%) funds. I'm a homeowner as well (or at least the bank is lol) and have absolutely no other debt aside from the mortgage. I feel very uneasy over the money lost but does it make sense to let it ride? Or did I make massive mistakes buying into the ARK craze / MOON. I'm wondering if I should cut my losses and re-invest in other funds (more diversified small/mid cap) but I'm hesitant because I'm also concerned funds in general are overvalued. I find it all incredibly confusing and I rarely feel like I know what I'm talking about when it comes to this stuff.
Both AVDV and XMMO are a good choice for small cap ETFs. AVDV’s movement in the last few years has been positive overall.
I like JAnus Henderson Small Cap and XMMO