If I wanted an ETF portfolio built almost completely for growth: 30% $TOPT The 20 largest companies in the S&P 500. 30% $SCHG Large-cap U.S. growth. 20% $SPMO S&P 500 stocks with the strongest momentum. 20% $IWO Small-cap growth stocks — gives the portfolio exposure outside the mega-caps. There’s definitely overlap between the first three, but that’s intentional. The goal would be to concentrate on large winners while still getting some aggressive small company exposure. This would probably be much more volatile than $VOO, but that’s the point. Too aggressive, or would you actually hold this? I would not recommend this portfolio but that’s because I think we’re in a bubble if not then I’d probably own this
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5 Comments
Catherine @ffcatherine · 1d
I’m retired & I own a large % in QQQM, MGK & SPMO I believe this is going to keep going before it slows down & I wouldn’t want to be “too safe” for yrs as the bubble keeps on growing
Shade @the_shade · 1dEdited
Aggressive doesn't mean effective. And this is what this portfolio is... extreme concentration for a very weird thesis. If you want to gamble, go for it. But other than $SPMO, I don't see any efficiency in returns.
Patrick @patrick2 · 1d
I wouldn't touch it. Overlap and volatility. I want to get paid some dividends for being a shareholder.
Aidan Mindanao@ajbuildswealth · 1d
I just really think this portfolio is redundant. You said it already, but yeah the overlap would be crazy in this. I don’t really see a point in holding TOPT and SCHG together, might as well just choose one and focus your capital instead of just holding both.
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