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I find all the videos of what not to get into very informative, can you squeeze one video in of what would be something to look into? Since this is not financial advice . We all know the classic VOO, SCHD and such but maybe a lesser known good performer that would interest some people to inquire about. Thanks!
Thank you!!!! Next video will be on FDVV. I may compare it to others and I haven't researched it yet so I don't know if I'll like it or not. But, yes. After that will be one on the top small-cap strategies and there is one I particularly love that I'll be spending ample time on. I also recently covered Vanguard PRIMECAP and SVOL in the last couple weeks, both of which I really like.
What about mid and small cap momentum, especially with what SEEMS to be an unleashing of regulation and restrictions on US production across the board and cheaper energy costs? Of course, interest rates are a big part of that equation as well. If i have QQQ, SPMO, and MOAT what would I replace SPMO with for growth (i currently have a basket of SCHD, HELO, and DIVO all feeding a good percentage of their dividends into the QQQ, SPMO, and MOAT basket).
Thank you for a wonderful explanation of this ETF. I’ve been eying this along with iShares GARP. Can you advise if GARP would be a good satellite ETF along with SPLG for my kids UTMA? TIA, Cheers
I went to a financial adviser and she wanted to liquidate all my assets and put my entire Roth in a momentum fund. This video has me second guessing her. Do you recommend a good defense strategy for the anticipated market downturn?
Sure. For what investment objective or type of fund? Btw we did a video on 4 ways to limit taxes on your investments that you might find helpful in the meantime. ruclips.net/video/fUcfB0XmcAQ/видео.htmlsi=tVd127Ps2KBZ-27o
Really nice Vedio. I know the other RUclips Vedio and channel you referring. I felt same with her explanation. I had this is my portfolio in last one year and enjoyed huge gains. So at end of September, I switched this etf with CGGR as I felt it is more diversified and not tech concentrated but still doing very well. What is your opinion about this switch, I wanted to switch to only large growth as I already have good allocations in small, min, value and quality factors.
I also followed "her" advice (I guess we know who we are talking about) and bought some SPMO. And I even sold all my VOO, and part of it was put into SPMO (also CGDV and a few others). Maybe I should regret selling my VOO and focusing on SPMO.
Disagree SPMO has only underperformed the S&P in 2023 largely because it reconstituted into safer away from TECH in 2022 “Down market” which hurt the 2023 performance because big tech blew up This is why I love SPMO it’s NOT a typical Momentum ETF it does much more screening The only thing I wish it did more is reconstitute
Not at all. Tech sold off in July, then it reconstituted, then tech recovered and it owned less of it. That's why it's behind. Did you see the part of the video where I showed how it was allocated before?
It’s a different fund now after rebalance so your thesis that buying now is “performance chasing at its finest” is wrong. That’s the beauty with this fund….it constantly changes. You should have backdated more
The momentum factor goes in and out of favor over time (like everything else). It's been heavily in favor over the past year or so. When that will end, I don't know, but it will end. If we have a period of frequent market reversals under Trump it could be a much more challenging environment for spmo. We shall see. I'm not saying don't buy spmo. Nothing on this channel is advice. But what I'm saying is these recent short-term results that people are chasing are somewhat common in momentum strategies from time to time, but they usually don't last that long. Buying it now because of its strong recent performance is the definition of chasing performance and I'm just trying to give people some longer term perspective that historically doing so with a momentum strategy would often not have worked out.
Beginning? Lol. I think we can definitively day it's not the beginning of a bull run. The past 12 months has been one of the best stock market years of all time and valuations are near their tech bubble high for US stocks. It could continue but we're most certainly not at the beginning.
Any financial investment professional that's worth their salt is not working a nine to five so if you work a 9:00 to 5:00 and stand on your experience certifications and education you can't tell me anything worthwhile because I'm far ahead of you financially thank you and have a good day
If you want to learn more about investing from a CFA Charterholder currently in the industry, join our
FREE Discord: www.fundamentalsoffinance.com/discord
Excellent explanation! Glad I found your channel.
Thank you!
Nice, I have been waiting for this. Thanks 🙏🏼
No problem!
I find all the videos of what not to get into very informative, can you squeeze one video in of what would be something to look into? Since this is not financial advice . We all know the classic VOO, SCHD and such but maybe a lesser known good performer that would interest some people to inquire about. Thanks!
Thank you!!!!
Next video will be on FDVV. I may compare it to others and I haven't researched it yet so I don't know if I'll like it or not. But, yes. After that will be one on the top small-cap strategies and there is one I particularly love that I'll be spending ample time on. I also recently covered Vanguard PRIMECAP and SVOL in the last couple weeks, both of which I really like.
Thank you for the clarity !
Thank you!
What about mid and small cap momentum, especially with what SEEMS to be an unleashing of regulation and restrictions on US production across the board and cheaper energy costs? Of course, interest rates are a big part of that equation as well.
If i have QQQ, SPMO, and MOAT what would I replace SPMO with for growth (i currently have a basket of SCHD, HELO, and DIVO all feeding a good percentage of their dividends into the QQQ, SPMO, and MOAT basket).
Great video. Great channel! Thank you!
Thank you!
What large growth and large value dividend etf would you pair to replace the s&p500?
SCHG + SCHD
Well shit. I just rolled my old 401k into my Ira and chose SPMO, XMMO, and XSMO. Now I feel like I should change that.
Thank you for a wonderful explanation of this ETF. I’ve been eying this along with iShares GARP. Can you advise if GARP would be a good satellite ETF along with SPLG for my kids UTMA?
TIA, Cheers
I went to a financial adviser and she wanted to liquidate all my assets and put my entire Roth in a momentum fund. This video has me second guessing her. Do you recommend a good defense strategy for the anticipated market downturn?
Great video! Would you be able to cover some good tax-advantage etf's in the future? Thanks!
Sure. For what investment objective or type of fund? Btw we did a video on 4 ways to limit taxes on your investments that you might find helpful in the meantime.
ruclips.net/video/fUcfB0XmcAQ/видео.htmlsi=tVd127Ps2KBZ-27o
Really nice Vedio. I know the other RUclips Vedio and channel you referring. I felt same with her explanation.
I had this is my portfolio in last one year and enjoyed huge gains. So at end of September, I switched this etf with CGGR as I felt it is more diversified and not tech concentrated but still doing very well. What is your opinion about this switch, I wanted to switch to only large growth as I already have good allocations in small, min, value and quality factors.
Very smart imo. And great choice with cggr!
@ thank you so much.
I also followed "her" advice (I guess we know who we are talking about) and bought some SPMO. And I even sold all my VOO, and part of it was put into SPMO (also CGDV and a few others).
Maybe I should regret selling my VOO and focusing on SPMO.
Disagree SPMO has only underperformed the S&P in 2023 largely because it reconstituted into safer away from TECH in 2022 “Down market” which hurt the 2023 performance because big tech blew up This is why I love SPMO it’s NOT a typical Momentum ETF it does much more screening The only thing I wish it did more is reconstitute
Not at all. Tech sold off in July, then it reconstituted, then tech recovered and it owned less of it. That's why it's behind. Did you see the part of the video where I showed how it was allocated before?
It’s a different fund now after rebalance so your thesis that buying now is “performance chasing at its finest” is wrong. That’s the beauty with this fund….it constantly changes. You should have backdated more
The momentum factor goes in and out of favor over time (like everything else). It's been heavily in favor over the past year or so. When that will end, I don't know, but it will end. If we have a period of frequent market reversals under Trump it could be a much more challenging environment for spmo. We shall see. I'm not saying don't buy spmo. Nothing on this channel is advice. But what I'm saying is these recent short-term results that people are chasing are somewhat common in momentum strategies from time to time, but they usually don't last that long. Buying it now because of its strong recent performance is the definition of chasing performance and I'm just trying to give people some longer term perspective that historically doing so with a momentum strategy would often not have worked out.
But than people say this is the beginnng of a bull run..
Beginning? Lol. I think we can definitively day it's not the beginning of a bull run. The past 12 months has been one of the best stock market years of all time and valuations are near their tech bubble high for US stocks. It could continue but we're most certainly not at the beginning.
Wrong….it just rebalanced
The first holdings I showed were as of the day I was filming. Then I showed what they were before they rebalanced. What part do you think was wrong?
Any financial investment professional that's worth their salt is not working a nine to five so if you work a 9:00 to 5:00 and stand on your experience certifications and education you can't tell me anything worthwhile because I'm far ahead of you financially thank you and have a good day
🤣 So all financial professionals who have jobs don't know what they're talking about? Ok lol.
🤡