SPMO
Invesco S&P 500 Momentum ETF
stock NYSE ETF

You can’t go wrong with that long term. If you are considering becoming a blasphemous investor you could sprinkle in some momentum funds like SPMO and IDMO

I put my dividend funds like SCHD in my regular taxable account, and buy stuff like SPMO, QQQ, FSELX and VOO in my Roth

I’ve owned both AVUV and SPMO for 3 years …
Before any YT finance bro talked about them….

Bro just buy the total stock market why are you slicing up the total stock market instead of just buying that or the S&P? You’re buying hyped ETFs just because people hype AVUV and SPMO

I don't view it that way. For Roth, I want something with minimal likelihood of drawdown. I already paid taxes on this money and there's no loss harvesting. This is the money that does extra damage if it goes away.
I have mostly dividend and world funds, and about 30% for SPMO, that I'd like to rotate from.
I put some more volatile holdings in IRA. The taxes were deferred and growth isn't taxed until withdrawn, so in a downturn at least I'm losing money that I never paid taxes on, and if it grows, I can add years to Roth conversion and reduce impact on that end.

People should be a lot more careful with this stuff, IMO. Too much is performance chasing.
Factors get published and then start to get arbitraged away. Size is gone. You can't just invest in small caps. Check out how VB has done in past 20 years. You gotta start stacking, eg AVUV is small caps AND value AND quality, and even then you're hoping for a minor edge. Not some huge outperformance.
And momenum is popular lately because of SPMO... but eg SPMO, QQQ, and GARP are all very different in theory, but in practice they've all bet big on mega caps and tehy've all ended up performing similarly.
If you're trying to build a portfolio you hold for least 20 years, consider AVUV. If you're going to be changing your mind every 6 months chasing next shiny thing odds are value isn't best bet.

I have both positions. Over the last few days my SPMO returns dipped significantly with market volatility. VOO didn’t budge. So I’d consider VOO as a hedge to my SPMO exposure. You need both to not lose out.

Like the title suggests. July has been pretty bad for tech. I'd like to de-risk my retirement accounts from a drawdown. I'll limit my tech exposure to my taxable account, so if it drops even more, at least I'll harvest losses.
I'd like to leave IRAs on autopilot as much as possible.
Thoughts on what ETFs would under-expose AI or react reasonably quickly:
- Gemini suggested MTUM. It looks to sit between SPMO and VOO on performance, but supposedly has an "emergency rebalance" feature if there's volatility for 9 market days. Not 100% sure if that would be too late regardless.
- Equal weighted ETFs (RSP?) should resolve for S&P overexposure to tech, so if the sector draws down, at least it won't disproportionately affect the entire position.
- Dividend ETFs (VYM, HDV?) seem to naturally avoid tech, which is usually growth-oriented and doesn't pay dividend. Also, dividend returns in a Roth are not taxed anyway, so it's essentially extra growth.
- Other suggestions, things I missed, or ETFs to consider (with tickers)?
TIA

Solid. Way to get started. Id keep VOO at about 3/4 the portfolio and VXUS and SPMO small portions. As it appears youve done. Just have a plan to regularly contribute X amount every week/month.

27 year old looking at at least a 30 year retirement date. (Maybe more like 35-38 years). My currently Roth IRA is 50% VT, 20% SPMO, 20% QQQM and 10% AVUV.
Would this be a good set up to steadily add to each year as I max my Roth IRA out? I’m also thinking about adding some SMH but not sure what I would pull back on. Thank you for the input. 🙏

We can see how this simulation is constructed by consulting the [testfol.io](http://testfol.io) documentation, which states that its simulated backtests are built using indexes, mutual funds, rates, or portfolio formulas.
[https://testfol.io/simulated-tickers](https://testfol.io/simulated-tickers)
Given that the SPMO dates back to 1972, years before the S&P 500 momentum index was created, it is almost certain that they reconstructed SPMOSIM using a portfolio recipe assigned to specific points in time based on academic databases, such as CRSP, which digitally tracks and consolidates all stocks that have been traded on the Nasdaq, the NYSE, and the AMEX. The simulation applies the mechanical formula of momentum in this historical record, which fully accounts for companies that went bankrupt or were delisted, thereby minimizing survivorship bias.

Home runs would be SPMO.
Doubles would be VTI & VXUS (or similar funds from another brand).
TDF and VT are singles.

I think that most of the people buying SPMO right now are buying it because it has done well recently and is being talked about a lot, without understanding the underlying thesis. And when it eventually has a period of underperformance (which it will, eventually) these people will sell at a loss. So they're better off with just VT.

FMTM is still very new, rebalances monthly, has a 3.5x expense ratio compared to SPMO, and is only $250m AUM compared to $22b AUM with SPMO. for me it feels like FMTM is taking a flyer until they have a proven track record.

I'm not there but do like SPMO.

Sorry - I think bitcoin is a dog and is going to go by the wayside at some point.
If it's me, I'm like: 55 VTI / 25 SPMO/ 20 AVNM.

Is. Is the time to throw a lump sum at SPMO or DCA?

SPMO hasn't seen a bear market

Full port SPMO.
DCA & hold forever.

As a Canadian for me I have the following mix :
\- 35% VFV
\- 35 % SPMO
\- 15% SMH
\- 15% AVUV